If you are going to be setting up multiple jobs in LMN Time, we would recommend creating Template jobs.
These jobs can hold all relevant tasks, rates, services and activities/materials.
- To begin, we recommend creating a "Template" customer to hold all templates. More information on creating a customer can be found HERE.
- Next, go to LMN Time and create your Template job by following the steps HERE.
- Once your job is created in Time, you can use the Copy button to copy the job (including all tasks, rates, services and activities in that job) to a new customer. The copy button is located on the Job Info tab of your LMN Time Job.