Copy a Job or Create a Job Template in the TruckIT Portal (Video)

Use this article to copy an existing job or create a job template in the TruckIT Web Portal.

Copying a job is useful when you want to quickly repeat a job one time. Creating a job template is useful when the same job needs to run on multiple days.

Before you begin

Make sure the original job has the correct job details, including:

Pickup site
Drop-off site
Payload or material
Job notes
Assigned trucks, if applicable
Start time and schedule details

You should also confirm whether the job needs to run one time or on multiple days.

Choose the right option

Use this quick guide before you begin.

What you need to do	Use this option
Repeat a job one time	Copy the job
Run the same job across multiple dates	Create a job template
Use the same job details but assign different trucks	Copy the job or create a template, then update the assigned trucks
Automatically dispatch the same job on scheduled days	Create a job template

Copy a job for a one-time dispatch

Use this option when you want to repeat an existing job once.

Log in to the TruckIT Web Portal.
Go to Jobs.
Select My Jobs.
Find the job you want to copy.
Select the job.
Choose the date for the copied job.
Review the trucks assigned to the job.

By default, TruckIT will dispatch the same trucks that were assigned to the original job. If you need to change the truck assignments, update them before saving.

Add or remove trucks as needed.
Review the job details.
Click Save.

The copied job will now be created for the selected date.

Create a job template for recurring work

Use this option when the same job needs to run on multiple days.

Log in to the TruckIT Web Portal.
Go to Jobs.
Select My Jobs.
Find the job you want to use as the template.
Select the job.
Turn on the Template toggle.
Select the start date.
Select the end date.
Choose the days the job should run.
Review the trucks assigned to the template.
Add, remove, or update assigned trucks as needed.
Click Save.

TruckIT will use the template to automatically dispatch the selected trucks on the scheduled days.

Review truck assignments before saving

Before saving a copied job or job template, always review the assigned trucks.

This is especially important when:

The original job had trucks that are no longer available
You need different trucks for the new date
You are adding more trucks to support the job
You are creating a recurring template that will run across multiple days

Keeping truck assignments accurate helps prevent dispatching the wrong trucks or overbooking trucks that are already assigned elsewhere.

When to use job templates

Job templates are best for recurring or repeatable work.

Examples include:

Daily material deliveries
Multi-day hauling jobs
Recurring project work
Jobs with the same pickup and drop-off sites
Jobs that use the same material or payload
Jobs that require the same group of trucks on scheduled days

Templates help reduce manual dispatch work and keep repeat jobs consistent.

Troubleshooting

I copied a job, but the wrong trucks were assigned

Copied jobs may carry over the trucks from the original job. Open the copied job, review the assigned trucks, and update them before saving or dispatching.

I do not see the Template toggle

Your account may not have access to templates, or your user permissions may not allow you to create job templates. Contact your company administrator or TruckIT Support.

The job did not dispatch on the expected day

Review the template schedule. Confirm the start date, end date, selected days of the week, and assigned trucks.

I need to change a recurring job

Open the template, update the schedule, trucks, or job details, and save your changes.

Frequently asked questions

What is the difference between copying a job and creating a job template?

Copying a job creates another version of the job for a selected date. Creating a job template allows the job to run on multiple scheduled days.

Will TruckIT copy the same trucks from the original job?

Yes. When copying a job, TruckIT can automatically use the trucks assigned to the original job. You can change the assigned trucks before saving.

Can I assign different trucks to a copied job?

Yes. Before saving the copied job, add or remove trucks as needed.

When should I use a job template?

Use a job template when the same job needs to run more than once, especially across multiple days.

Can a job template automatically dispatch trucks?

Yes. After the template schedule and trucks are saved, TruckIT will automatically dispatch the selected trucks on the scheduled days.