From the WebApp, go to More → Manage Property → Work Order Templates.
Choose how to build it:
New work order template: Build the form yourself.
⋮ → New template with Pico: Describe what you need, and Pico AI builds the form for you.
⋮ → Import from PDFs: Upload an existing checklist.
⋮ → Import: Upload a JSON file.
Add Details: Enter a name and description.
Build or review the form in the Form Builder tab:
Use Sections to organize related tasks (e.g., Entry, Bathroom)
Add Fields within each Section for individual tasks
Configure Requirements: Toggle fields to Required to make them mandatory before the work order can be completed.
Publish: The template saves automatically as a Draft. Click Publish to make it available for Work Orders and Maintenance Programs.
Key Tips
💡 Draft templates won't show up when selecting a checklist. Don't forget to publish.
💡 Adding it to a Maintenance Program: When creating the program, choose Copy a work order template to start from and select your template. This is how you turn a PDF checklist into a program checklist.
Who can do this
Property Managers