Service workorder templates allow you to pre-enter or pre-select common information for a new service workorder entry screen. Service workorder templates are a great time saver
View, edit and create service templates via the Service Templates grid via the Service navigation pane
Create a new Service Template by selecting the New... menu option.
You can create as many templates as you want.
You can edit or view the details on an existing Service workorder template by clicking its number under the Workorder column
| • | Enter a template description to make it easy for you to differentiate it from other templates so that you can select the right template for a service workorder. |
| • | If you create specific templates for each client, suggestion is to name it with that client's name i.e. ABC Accounting's Template. If you create specific templates for different work performed, suggestion is to name it with that type of work i.e. Onsite Network Service Template. Or if you create specific templates for each user, name it with that user's name i.e. Bob's Service Template. |
| • | Enter and select those details that you want this template to enter in any new service workorder created from it - such as the Workorder Status, Priority, etc. |
| • | You will note that client selection does not show, nor does unit, nor does any date related fields - because a template could be for any client, any unit or any date in the future. |
| • | Service Template Number  is automatically +1 of the last service workorder. |
| • | If select a rate in Scheduled Users, Labor or Travel that a client is not capable of having (prevented by contract, or template has a contract rate selected), that record is not transferred to the WO. |
For example: If you create a new workorder using a template that has a contract specific labor rate in th eLabor section of the template; but the client you created it for does not have that contract rate selected in its contract or even a contract - the Labor record will not be made in that new workorder at all.
| • | Selecting a part in a service template does not affect inventory. Inventory is only affected when you actually set the Quantity in a service workorder created from the template. |
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