Add a Template to a Work Order
When creating a Work Order:
Under Details, select Template
Select a Template from the dropdown
Tap Create Work Order
Once the order is created, the checklist will appear in the Tasks section. Team members can complete tasks individually and save progress as they go.
Examples of when to use a Template
Use Templates on Work Orders for one-off inspections, audits, deep cleans, or any specific work that needs a checklist. For recurring inspections and preventative maintenance programs, use the Maintenance module — it auto-schedules the work and tracks completion and performance over time.
Why it matters
Templates make sure the right steps get followed every time, no matter who's doing the work. Quality stays consistent, and nothing gets skipped.
Who can do this?
All users.