Already have a location template built? You can apply it to any existing stock location in just a few clicks. Whether you're adding a few materials or the whole set, it’s a quick way to bring your trucks or warehouses up to speed.
This article is about applying templates to existing locations
If you're setting up a brand new truck or warehouse for the first time, you can apply a template during the location creation step instead.
How to Add Template Materials to a Location
Follow these steps:
Go to the Stock tab
Click the Templates tab
Open the template you want to use
Select the materials you want to add; you can select in bulk.
Click Add to Location
Choose the destination stock location from the pop-up
Click Add
The selected materials will now appear in that location’s material list.
| ✅ Select All — Full Template | 🔵 Select Specific Items — Partial Apply |
How to use | Use Select All | Use individual checkboxes |
When to use | When you want to stamp the entire template onto the location | When the location already has most template items and you only need to add the missing ones |
Example | Setting up a truck that should carry the full standard kit | Adding a new seasonal product to existing trucks |
Safe to run multiple times
You can apply the same template to the same location more than once; existing materials won't be duplicated or overwritten (see the behavior table below). It's safe to re-apply if you're unsure what's already on the truck.
Important Behavior to Know
When adding template materials to an existing stock location:
Existing materials will not be overwritten. If the item already exists, it stays untouched
Min/max values in the location won't change. Even if the template has different values, the location’s settings take priority
Only brand-new materials from the template will be added.
This gives you a safe way to apply templates without affecting what’s already working.
Scenario | What Happens |
Material from template doesn't exist at the location | ✅ Added — material is added with the template's default quantity |
Material from template already exists at the location | ⏭️ Skipped — existing material is left completely untouched |
Template has a min/max set, location already has different min/max | ⏭️ Location values kept — the location's min/max settings are not overwritten |
Template has a min/max set, material is new to the location | ✅ Template min/max applied — since there's nothing to overwrite |
Applying the same template twice to the same location | ↔️ No change — items already present are skipped; safe to repeat |
Common Use Cases
Stocking a new tech’s truck you’ve added with essential materials
Adding missing items to an older vehicle
Rolling out a new set of safety tools or seasonal supplies across multiple trucks
Use Case | What Happens |
🚛 Onboarding a new tech's truck | A new hire joins. Their truck needs the standard HVAC kit. Apply your template and it's fully stocked in seconds — no manual item-by-item setup. |
🔧 Adding missing items to an older truck | Truck #4 was set up before you built your template. Apply the template now — only the items that are missing will be added. Existing stock is untouched. |
🌞 Rolling out seasonal supplies | Summer AC season is starting. Add refrigerant and related items from your Seasonal Template to all trucks — without affecting the other materials already on them. |
📋 Syncing a truck to a new standard | You updated your template with new items. Apply it to existing trucks so they're in line with your new standard — only the new items get added. |
🧠 Pro Tip
Keep your templates fresh by updating them as your material needs evolve. That way, future applications are consistent across your fleet.
Still need help? Contact Support!
If you run into any issues or have questions about using templates, feel free to reach out: