Setting up Work Order Templates

Named Work Order Templates provide a convenient way to configure and re-use a variety of Work Order options and reduce repetitive typing when creating a Work Order.

To create a new Work Template, navigate from

Main Menu > Work Order Management > Work Templates


Click on + Add Work Package.

  • Give a Work Template Name
  • Check off Track Agent Status
  • Add Estimate items in the estimates section
  • Add Forms, Invoice, Signature(s) and mark each category as mandatory under the Field Agent Responsibilities section.

Add work order packages

Note: Only a Work Template Name is mandatory in the steps above and all the rest are optional.
Once a work template is applied to a work order you can still edit the items in the template.

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