Customise Scope Templates for Your Business

Three ways to build your library

There are three paths to a tenant-owned scope template that fits your workflow exactly:

1. Clone a system template: fastest. Start with one of the 13 OneBookPlus templates, copy it, customise.
2. Save a job's scope as a template: best after a particularly clean run on a specific property type. Captures the actual scope you used.
3. New blank template: for niche scope no template covers (e.g., a one-off post-construction clean checklist).

Path 1: Clone a system template

From /dashboard/cleaning-templates:

1. Find the system template closest to what you want (e.g., "QLD Bond Clean, Standard")
2. Tap Clone & customize
3. You land on the edit page with the items already pre-loaded
4. Edit name, description, category, state, items
5. Save

The cloned template is yours to edit. The system template stays unchanged.

Path 2: Save a job's scope as a template

When you've done a great clean and want to reuse the scope structure:

1. On the job's /dashboard/jobs/[id]/scope page, tap ⌃ Save as template in the header
2. Fill the popover form:
   • Template name (e.g., "Sienna's 3-Bed Bond Clean, Brisbane")
   • Description (optional, when to use it)
   • Category (10 options)
   • State (optional, 8 AU jurisdictions)
3. Tap Save & open

The system captures the structure (labels + categories): not the completion status or photo links. You start with a clean template ready for the next similar job.

Path 3: Build from scratch

For a niche workflow:

1. From /dashboard/cleaning-templates, tap + New template in the header
2. You land on the edit page with a blank template
3. Fill name, description, category, state
4. Enter items in the textarea, one per line as category | label:

kitchen | Wipe all benches and splashback
kitchen | Clean stovetop, knobs, surround
bathroom | Shower screen, tiles, grout descaled
bathroom | Toilet bowl, seat, base detailed
common | Walls spot-cleaned per room
common | Skirting boards + architraves dusted
add_on | Oven deep clean (add-on)
add_on | Carpet steam (add-on)

Categories: kitchen, bathroom, common, bedroom, treatment, add_on, evidence, prep, extraction, internal, external, finish, client, compliance.

If no category is given (no | separator), the item defaults to common.

Editing existing tenant templates

From /dashboard/cleaning-templates, your tenant templates show an Edit button (blue chip). System templates can't be edited, clone them first.

Edits apply going forward, jobs that already had the template applied keep their original items. This is intentional: scope is point-in-time evidence.

Usage counts

Each template card shows a "Used in N jobs" badge if the template has been applied in the last 90 days. Useful for:

• Spotting templates you've built but never used, then candidates for deletion
• Confirming recurring inheritance is firing (templates wired to schedules accumulate counts)

Deleting a tenant template

From the template's edit page, tap Delete this template at the bottom. Note: deleting doesn't affect historical jobs that used the template, their items are independent of the template after materialisation.

Tips

• Build templates for your specific operator workflow. A generic "Bond Clean" template covers the basics, but your business probably has specific add-ons or quirks (a particular oven product, a specific carpet treatment) that warrant a dedicated template.
• Use state-specific bond clean templates. Different state authorities have different inclusion expectations, separate NSW / VIC / QLD templates avoid one-size-fits-all bloat.
• Recurring schedules + tenant templates: wire your custom template as the default on a recurring schedule (Dashboard, then Recurring Jobs, then Scope link). Every spawned job arrives with your exact scope.