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How do I create a template/procedure?

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

Written by Maria Vornovitsky

From the WebApp, go to: ​More → Manage Property → Procedures→ New Procedure.

Add a name and a description. Now, you're ready to build the form:

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

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

  • The form saves automatically. Once you are finished, simply click Publish to make it available for your Work Orders or Maintenance Programs.

💡 Tip: Toggle specific fields to Required to make certain tasks mandatory before a Work Order can be marked as completed.

Tip: Toggle some Fields to Required if you want certain tasks to complete the Procedure.

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