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How do I create a template for Work Orders?

Quick guide to making and saving your own Work Order templates.

Maria Vornovitsky avatar
Written by Maria Vornovitsky
Updated over 2 months ago

To create a new template, go to: ​More → Work Order Templates → New Template.

Add a Template name and a description. Now, you're ready to add tasks:

  • Use Sections to group related tasks (like Entry, Bathroom).

  • Add Fields inside each Section for each task or checklist item

  • Add Content if you want short notes or instructions.

Click Save when done.

Tip: Toggle some Fields to Required if you want certain tasks to be mandatory before a Work Order can be completed.

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