What’s a Work Order Template?

Work Order Template is a way to bundle and reuse a set of work order forms, estimates and completion steps.

Main Menu > Work Order Management > Work Templates


To create a Work Package

  1. Click on + Add Work Order Template
  2. Give a Work Template Name
  3. Check off Track Agent Status
  4. Add Estimate Items in the Estimates section
  5. Add Forms
  6. Add Invoice (Field Agent can create Invoice for the work that has been completed.)
  7. Add Signature (Field Agent can collect customer signature as an approval for the work done.)

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.
The Template can be assigned to a work order when you create a work order.
The Template option is in the work order details section at the create work order page.

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