Quick steps (Web)
1. Create a Procedure (Template)
Go to More → Work Order Templates → Add Template
Under Template Content, add:
a Name
a Description
Add tasks your team should complete when using this template
2. Build the Checklist
Use sections to group related tasks by room or category.
For example, when inspecting a guest room, you might create:
one section for the Bathroom
one section for the Bedroom
To build a section:
Click Section to create a new group
Click Heading to add a title and short description
Click Content to add instructions or reminders
Click Field to add each task team members should check off
(for example: Inspect door lock, Check ceiling light, Clean mirror)
If a task is required, toggle Required before saving.
3. Save and use the Procedure (template)
Once saved, you can apply the template whenever you create a Work Order.
Why it matters
Procedures save time and ensure consistency — for inspections, room turnovers, or preventive maintenance.
Who can do this?
All roles.