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Work order templates

Templates let you save a complete work order configuration — including all sub-jobs and dependencies — as a reusable blueprint.

Enterprise Plan Feature

Templates are available on the Enterprise plan.

Saving a template

  1. Open any work order from the Work Orders dashboard.
  2. In the work order detail panel, click the Settings tab.
  3. Click Save as Template.
  4. Enter a template name and optional category.
  5. Click Save.

The template captures:

  • All sub-job definitions (names, types, estimated hours, order)
  • All dependency relationships between sub-jobs
  • Default priority and completion rule settings

Best practice

Save templates from well-tested work orders that represent your standard operating procedures. This ensures consistency across your team.

Creating from a template

  1. Navigate to Work Orders
  2. Click + From Template
  3. Select a template from the browser
  4. Customize the title, customer, location, and any overrides
  5. Click Create

The system creates a new work order in Draft status with all sub-jobs and dependencies cloned from the template. Sub-job IDs are remapped automatically so dependencies point to the new sub-jobs.

Managing templates

  • List templates — view all saved templates with search and category filtering
  • Deactivate — disable a template without deleting it
  • Delete — soft-delete a template (can be restored by support)