📋 How to Create a Job Template in Client Hub

Standardize your workflows and save time with reusable templates.

Job Templates let you create repeatable processes for the common services your firm provides. Each template can include both internal tasks and client tasks, making it easy to apply a complete workflow to any client with just a few clicks.

Once you've created a template, you can use it to generate Jobs across client workspaces—ensuring consistency, efficiency, and nothing falls through the cracks.

✅ 3 Ways to Create a Job Template

You can create Job Templates from the Job Templates tab on the Templates page in one of three ways:

🔹 1. Start from a Client Hub Template

Use one of our prebuilt templates as a starting point:

Go to the Job Templates tab.
Click the Client Hub Templates tab.
Browse the list and select a template similar to the job you want to create.
On the top right of the template preview, click the actions icon (⋯).
Select “Add to Firm Templates.”
The template is now part of your firm’s library and can be customized as needed.

✍️ 2. Manually Create a Template

Build your own from scratch:

In the Job Templates tab, click the ➕ Add button.
Enter a Job Title for your template.
Configure job settings.
Click + Task to add internal steps, or + Client Task to add tasks that your client will see.
Each update is auto-saved as you go.

🪄 3. Use AI-Powered Magic Jobs

Let Client Hub’s AI help you generate a template:

Click the Magic Wand icon in the Job Templates area.
Type a clear and specific description of the process you want to template.
Example: “How to process year-end 1099s in QuickBooks Online.”
Review the automatically generated task list.
Customize the tasks and details as needed to match your firm’s workflow.

💡 Pro Tip:

Create templates for common services like:

Monthly bookkeeping
Payroll processing
Year-end cleanups
Sales tax filings
1099 prep and review

Templates help you scale your practice with consistency and ease.