How to create and use Item Templates for glass and jobs

This guide shows you how to save time by creating and using item templates for frequently used glass designs or entire jobs (i.e. multiple pieces of glass, or glass with additional charges). You can create templates from scratch, or from an existing design. When creating a new job, you can choose to start from a job template, or add a glass template.

24 steps

Smartglazier

Obe

View job / glass templates

Click on the menu icon in the top left-hand corner. Select **"Templates''**

Change the filter at the top to view "**Glass"**, or "**Job"** template items in the table below.

Select a template from the list on the left to preview details for that template on the right.

*What is the difference between Template Glass and Template Jobs?* - **"Template Glass"** can be used to save one piece of glass as a template that can be added to jobs. - **"Template Jobs"** are used to save multiple pieces of glass, or a combination of glass, hardware and other charges. When creating Template Jobs, you can also pre-configure a description, and quote notes for the job.

Create a new glass template

From the templates screen, click **"New"** then select **''Glass''.**

Enter a name for the Glass Template, then click **''Design''**. *Note: The template name is for internal use only.*

From here you can design the glass as you normally would by entering measurements, selecting glass makeup details, applying edgework and adding cutouts or other processes. - When you're done, click **''Save''** to save the glass template. - Click **''Templates''** to return to the Template screen.

Create a new job template

To create a new job template, click **"New"** then select **''Job''.**

Enter a name for the Job Template, then click **"Design''** *Note: This name is for internal use only.*

Click **"+ Glass"** to add a new piece of glass. *Hint: You could also click **'**'+ Template Glass'' to add a glass template to this job template.*

From here you can edit the *default* glass details, shape, edgeworks, cutouts or other processes. *Note: Once this template has been added to a project, you can make changes to any of these glass details.*

Click **"+ Hardware"** to add hardware, materials or other sundry products that you want to charge for.

Click the **"Product Name"** field. - Search by product name then click on the product to select it. - Or, if you can't find the product you need, type the required product name into this field to add a one-off product. *Hint: When using this field to search for products, you can filter your search results by selecting a product category from the **''Category''** field.*

Check the **"Unit Price"** field and edit if needed, then click **"Save".**

Continue adding to this job as required by using any of the following buttons: - Click **"+ Glass"** to add new glass - Click **"+ Template Glass"** to add new template glass items - Click **"+ Hardware"** to add new hardware, materials or other products you need to charge for

Click on **"Summary"** to add a Description, Private Notes, or an image.

When you're done, click **''Save''** then click **"Templates"** to return to the templates screen.

Using a glass template

From the Project List, click **"New''** then **"Job / Glass"**

Enter your project and customer details, then click **''+ Template Glass''.**

Click on a template glass item from the list on the left to preview details on the right. Click **''Select''** to add the template glass to the project.

From here you can make changes as normal to measurements, glass makeup, edgework, cutouts and other processes. To add another template glass item, click **"+ Template Glass"** and select another template.

Using a job template

From the Project List, click **"New''** then **"Job / Glass"**

Enter your project and customer details, then click **''Start from Template''**.

Click on a template job from the list on the left to preview details on the right. Click **''Select''** to add the template job to the project.

From here, you can make changes as normal to glass and hardware, or add extra items.

How to create and use Item Templates for glass and jobs

24 steps

Smartglazier

Obe

View job / glass templates

Click on the menu icon in the top left-hand corner. Select **"Templates''**

Change the filter at the top to view "**Glass"**, or "**Job"** template items in the table below.

Select a template from the list on the left to preview details for that template on the right.

Create a new glass template

From the templates screen, click **"New"** then select **''Glass''.**

Enter a name for the Glass Template, then click **''Design''**. *Note: The template name is for internal use only.*

Create a new job template

To create a new job template, click **"New"** then select **''Job''.**

Enter a name for the Job Template, then click **"Design''** *Note: This name is for internal use only.*

Click **"+ Glass"** to add a new piece of glass. *Hint: You could also click **'**'+ Template Glass'' to add a glass template to this job template.*

Click **"+ Hardware"** to add hardware, materials or other sundry products that you want to charge for.

Check the **"Unit Price"** field and edit if needed, then click **"Save".**

Click on **"Summary"** to add a Description, Private Notes, or an image.

When you're done, click **''Save''** then click **"Templates"** to return to the templates screen.

Using a glass template

From the Project List, click **"New''** then **"Job / Glass"**

Enter your project and customer details, then click **''+ Template Glass''.**

Click on a template glass item from the list on the left to preview details on the right. Click **''Select''** to add the template glass to the project.

Using a job template

From the Project List, click **"New''** then **"Job / Glass"**

Enter your project and customer details, then click **''Start from Template''**.

Click on a template job from the list on the left to preview details on the right. Click **''Select''** to add the template job to the project.

From here, you can make changes as normal to glass and hardware, or add extra items.