Jobs and service templates

A service template describes one kind of recurring work: its stages, a checklist for each stage, and the date it hangs off. Octotax creates a job for every client on that service, for every period, before it's due.

Set up your templates

1. 1Go to Settings → General and find Service templates.
2. 2Add the starter templates (annual accounts and CT600, confirmation statement, Self Assessment, VAT return, monthly payroll), then edit the stages and checklists to match how your firm works.
3. 3Choose the trigger for each: for example accounts are due nine months after the year end, VAT one month and seven days after each quarter end.

Work the board

• Jobs shows a column per stage for the selected service. Drag a card, or use its arrow buttons, to move it on.
• Moving a job to the last stage completes it. Its checklist steps also appear on Tasks.
• Generate now creates any jobs that are due without waiting for the overnight run. When a client's dates change (for example Companies House shows a new year end) their jobs move with them.