Order Templates
Create and utilize pre-filled templates for recurring tasks.
| Step | Action | Description |
|---|---|---|
| 1. Template Creation | Start New Template | Create a new template with a clear, descriptive name (e.g., Quarterly HVAC Check). |
| 2. Pre-load Details | Add Standard Elements | Define tasks/checklist items, common parts/materials, default duration, and safety notes. |
| 3. Save & Categorize | Define Usage | Save and assign a category. Set visibility so relevant teams can access. |
| 4. Usage | Apply Template to WO | Select the template when creating a new work order to auto-populate details. |