Available on: Professional, Enterprise
Work Order Templates help your team standardize recurring maintenance jobs—like inspections, cleanings, and compliance tasks—so you don’t have to rebuild the same work order every time.
✅ What Are Work Order Templates?
Templates are reusable work order blueprints that include:
Title & description
Assigned user(s)
Asset(s)
Tasks
Parts
Once created, templates can be used to generate new work orders quickly, helping reduce errors and improve consistency across your team.
How to Create a Template
Option 1: Create From Scratch (Web only)
Go to the Work Orders section on the Web.
Click the Templates tab.
Select + Create Template.
Fill in all desired information:
Title
Description
Asset(s)
Assignee
Tasks
Parts (optional)
Click Save Template.
You can view, edit, or delete templates from this section at any time.
Option 2: Convert a Work Order to a Template
Open any existing work order on the Web (any status is allowed).
Click the More Options (⋮) menu in the top-right.
Select Convert to Template.
The entire work order will be saved as a new template
How to Use a Template to Create a Work Order
Once templates are set up, you can use them to quickly generate new work orders on both Web and Mobile.
On Web
Click + Create Work Order
Select Templates
Choose a template from the list
All preset fields will auto-fill
Click Create to submit the work order
On Mobile (iOS & Android)
⚠️ On mobile, you can only use existing templates — you cannot create or edit them.
Tap + Work Order from the bottom navigation bar
Tap Templates
Choose a template from your list
Tap Create Work Order to finish
