Job name templates are reusable naming patterns your firm saves once and applies with a click. Templates support placeholder tokens that resolve to real values — the client's name, the current month, the financial year — so Monthly BAS jobs come out as, say, Acme Pty Ltd BAS July 2026 without any typing.
Everyone on your team can view the templates list and apply templates when naming a job.
Only organisation admins can create, edit or delete templates. Non-admins on an empty list see No templates yet. Ask an organisation admin to create job name templates.
Open Settings at the bottom of the sidebar, then Templates, then Job Names. The Job name templates page lists your templates with Name, Pattern, Updated and Updated by columns, plus a search box (Search by name or pattern…).
To create one:
Click Create template.
Enter a Template name — how staff will recognise it in the picker (e.g. Monthly BAS). Names must be unique; you'll see A template with this name already exists otherwise.
Enter a Job name pattern — the text that gets inserted, up to 500 characters. Click the token buttons under the field to insert placeholders at the cursor.
Check the live preview under the pattern — it renders the pattern using a sample client (Acme Pty Ltd) and today's date.
Click Create. You'll see Job name template created.
To change or remove a template, open the row menu (three dots) and choose Edit or Delete. Deleting a template doesn't rename any jobs that were already created with it.
{{client}} — the selected client's name
{{week}} and {{previous_week}} — the week's working date range (e.g. 4-8 May 2026)
{{fortnight}} and {{previous_fortnight}} — the fortnight's date range
{{month}} and {{previous_month}} — the month and year (e.g. July 2026)
{{quarter}} and {{previous_quarter}} — the Australian business quarter (e.g. Jul-Sep 2026)
{{year}} — the calendar year
{{fy}} — the Australian financial year label (e.g. FY26, ending 30 June 2026)
Wherever a Job Name field appears — the New Job dialog, Add Job to Engagement, or a recurring schedule's Job name pattern — there's a wand icon at the right of the field (Use a job name template).
Select the client first so {{client}} resolves correctly.
Click the wand icon to open the picker.
Search or scroll (the list loads more as you scroll; End of templates marks the bottom) and click a template.
The field is filled instantly. In ordinary job name fields the tokens resolve on the spot using today's date; in a recurring schedule the raw pattern is inserted and resolves per generated job.
If you change the selected client after applying a template, the job name updates to the new client automatically — unless you've manually edited the name since, in which case your edit is preserved.
Admins see a Create template option at the top of the wand picker. It opens the same create dialog without leaving the job form, and the new template is applied to the name field as soon as it saves — handy when you notice a naming pattern mid-job-creation.
Templates are a starting point — you can always edit the name after applying one.
Recurring schedules store the pattern itself, so each period's job gets fresh token values; one-time jobs store the resolved name.
If your firm has no templates yet, the picker shows No job name templates yet.
