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How to Create Work Order Templates

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1. Start a New Work Order Template from the Correct Project

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  • Work order templates are used to speed up future work order creation.
  • First, decide which project the template should belong to.
  • Go to Projects and select the relevant project from the list.
  • Scroll to the Work Order Template section and click New Template.

2. Enter the Template Basics

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  • Give the template a clear title.
    • Example: Installation of Wireless Access Points
  • Choose the main project manager for the template.
  • Add any additional work order contacts that should be included when a work order is created from this template.
  • Click Next to continue.

3. Fill Out the Job Details and Scope of Work

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  • On the Job Details page, complete the work order information.
  • Use the built-in AI tool to generate a scope of work from the work order title.
  • Review the generated details and confirm they look correct.
  • Add the fields to the work order and continue.
  • In this example:
    • Planned action is set correctly
    • No confidential information is added
    • No special certifications are required
    • Skills are left blank
  • Click Next when finished.

4. Add Documents to the Template

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  • If there are documents that should always be included with this template, add them here.
  • These documents will appear on every work order created from the template.
  • You can:
    • Toggle documents on from the project, or
    • Drag and drop files from your computer to upload them directly
  • Click Next after adding the needed documents.

5. Generate and Review Tasks

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  • Move to the Tasks section.
  • Use the AI tool again to generate tasks based on the work order overview created earlier.
  • Review the generated tasks to make sure they match the job.
  • Save the tasks if they look correct, then scroll down and click Next.

6. Set the Payment Terms for the Template

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  • Define how much you plan to pay technicians for work orders created from this template.
  • In the example, the template is set to:
    • Fixed $500
    • Allow payment negotiation so technicians can counter-offer when the job is published to the marketplace
  • Click Finish to complete the template.

7. Confirm the Template Was Created

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  • After finishing, you are returned to the project.
  • You should now see the new work order template listed there.
  • Example template name: Installation of Wireless Access Points

8. Use the Template When Creating a New Work Order

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  • Go to the Dashboard and click New Work Order.
  • Select the desired project, such as Burger Express.
  • Open the template dropdown.
  • Choose the template you created.
  • This confirms the template is available and ready to use for future work orders.

Video Walkthrough

Prefer to watch? Watch the full step by step walkthrough below.