A job template is a saved set of parts and labor for work you do over and over — a bottom paint, a winterization, a 100-hour service. Build them once and stop rebuilding the same line items for every boat.
Service is in product beta. Everything described here is live and supported. Where a capability isn't built yet, we say so and give you the workaround we use with other yards.
Build a template
Go to
Service > Job Templatesand click + New Template.Under Details, give the template a Name — this is what your team searches for when adding a job, so use the words they'd say out loud. Add a Description if the scope needs explaining.
Click + Add Labor, search for your labor item, set the quantity (hours for a per-hour rate), and click Add.
Click + Add Parts and repeat for every part the job normally consumes.
Check the Summary panel on the right — line item count, labor hours and default subtotal — then click Create Template.
Good to know: Per-foot and per-square-foot items are priced against the boat, so they show auto · by ft instead of a quantity and are left out of the template's estimated cost. Dockwa fills in the real number when the template is applied to a boat on a work order.
Which jobs are worth templating
The right candidates are jobs with a stable, repeatable set of parts and labor. Jobs that vary substantially every time are faster to build from scratch on the work order.
Good templates: haul-out and blocking, oil change by engine model, bottom wash, winterization, shrink wrap, spring commissioning.
Skip: diagnostic work, anything where you don't know the parts until the boat is open.
Work through the jobs you perform most across a season and build those first. This is the biggest single piece of setup, so scope it early.
The faster way: save a job as a template
If listing your templates in the abstract feels like guesswork, don't. Set up your first few real work orders instead and save each job as you build it — it's usually quicker and more accurate than a standalone template-building session.
On a work order, click + Add Job and choose + Create new job from scratch.
Build the job normally — name, description, labor and parts.
Tick Save as job template at the bottom of the form before you click Add Job.
The job is added to the work order and the template is saved to your library in one step.
Heads up: The Save as job template option only appears when you start from scratch. A job you built from a template can't be saved back as a new one — edit the original template instead.
Keep the library clean
Find a template — search by template name on the
Job Templateslist, and switch between Active and Archived from the dropdown.Edit — open the template, change what you need, click Save Changes. Existing work orders aren't affected; the change applies the next time the template is used.
Archive — open the template and click Archive, or use the row action on the list. Archived templates stop appearing when adding a job, and can be restored later.
Inactive items — a warning triangle on a template row means it contains an item that has been deactivated in your catalog. Open the template to reactivate or remove it; jobs can't be added from a template until that's resolved.
Common questions
Can I change the prices on a template?
Templates carry the item and the quantity; the rate always comes from the item's current price, so a price change in your catalog flows through automatically. If you need a different rate for a particular boat, override it on the job once the template has been applied.
How many templates should we build?
Start with the ten or so jobs you do most across a season. It's far easier to add templates as patterns emerge than to maintain a library nobody uses.