Create New Work Order from Template

Work order's creation from a template.

Updated over a week ago

If you want to create a work order from a template, you can do it by two ways:

  1. You can choose the name of the template from the dropdown list when creating a work order. Just select the template and its general and additional information will be filled in automatically in the new work order form. You can also edit the information as needed before or after the entry is saved.

2. You can open "Work order templates" tab in "Work orders" menu, then find the needed template. Right click on it and select the "Create work order" option. After the selection, a form will be opened and all the information from a template will be filled in automatically.

When creating a work order from a template, all the template information is used. The jobs, materials, remarks and other data goes to the created work order.

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