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)

1. 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 → 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 → Recurring Jobs → Scope link). Every spawned job arrives with your exact scope.