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Work Order Templates
 About Templates
Buyers can create and apply templates containing predefined data to new work orders. When a buyer creates a new work order, they can select a template to populate some or all of the field data, location, attachment(s), and routing rule for that ...
- Creating a Template
Buyers create templates by navigating to Company Settings > Templates. Templates can be based on existing work orders or templates, or can be created by competing the template form manually. Things to think about: templates do not require ...
- Applying Templates
Templates can be applied to new work orders. Upon selecting Create Work Order in the BCC navigator, the user will have the option to applying a Work Order Template from a drop-down list. The Work Order Template option does not appear if any of ...
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