Pre-made service templates

Reusable bundles of inspection items. One click adds everything from a standard service into the current order.

Why templates

If you routinely perform the same type of service — e.g. a Basic MOT prep with 15 items, or a Full service with 40 — creating a template once saves minutes on every subsequent job.

Create a template

1. Go to Services → Manage templates.
2. Click + New template. A three-step builder opens:
   1. Details — name and short description.
   2. Add items — pick from the catalog or create custom items.
   3. Review — see the final list and confirm.
3. Click Save template.

Apply to a service

1. Open the service.
2. In the Inspection items section, click Add from template.
3. Tick one or more templates.
4. Confirm. All items are added in a single operation.

Revert a template

If you added a template by mistake, click Revert template at the top of the Inspection items section. This removes only the items that came from that template, leaving any manual additions intact.

Delete a template

From Manage templates, click the trash icon on any template. Deletion is blocked if the template has been applied to any existing service — this protects your service history. The dialog tells you which services reference it; un-apply them first or keep the template.