1. Use procedures (Work Order Templates)
Procedures ensure required steps are followed consistently.
When creating a Work Order:
Turn on Use a pre-defined work template
Select a Template from the dropdown
2. Schedule checklist-based work across multiple dates
If the same procedure needs to be completed on multiple days:
Turn on Does this need to be done by a certain date?
Click Multiple Dates
Select the dates from the calendar
Click Create Work Order
Pico will create a Work Order for each selected date.
3. Track progress and related Work Orders
When a procedure is applied:
Required steps appear in the Tasks section
Team members can complete tasks individually and save progress
If a procedure is scheduled across multiple dates:
All instances appear in Calendar (WebApp)
Related Work Orders are linked together for easy tracking (WebAapp)
Examples of when to use procedures
Preventative maintenance
Inspections
Audits
Deep cleans
Any work that requires a checklist
Who can do this?
Admins, Managers, Users