Work Order Templates
Save a repeatable job as a template so the same work is specified the same way every time.
A work order template is a saved list of items for a job you do more than once. Executing it creates the work without anyone retyping the steps.
Where they live
FacilitySync → Tickets, on the Templates tab beside the ticket list.
What a template holds
A name, a description, a type, and a list of items — the individual steps or parts the job involves.
Creating one
- Open the Templates tab
- Click New Template
- Name it after the job — "Quarterly HVAC service", "Post-event ballroom reset"
- Add the items, one per step
- Save
Executing one
Executing a template creates the work from it. Use it when the same job comes round rather than building the ticket from scratch — the point is that the fifth time you do a quarterly service, it is specified the same way as the first.
Tip: Templates earn their keep on jobs that are done by different people at different times. If one person does a job every time, they carry the checklist in their head and a template adds friction. If it rotates, or if it is done rarely enough that people forget the steps, a template is the difference between a consistent job and an improvised one.
Templates against schedules
Two different tools that are easy to confuse:
- A recurring schedule decides when work happens and repeats on a cycle.
- A work order template decides what the work is when it happens.
Use a schedule for the timing and a template for the content. A quarterly HVAC service wants both: the schedule brings it round every three months, the template says what servicing it means.
Templates against inspection templates
Inspection templates are a separate list, under Inspections → Templates, and they are checklists to verify rather than work to perform. An inspection template asks "is this right?"; a work order template says "do this".
Keep reading
Still stuck? A person reads every email.
If a guide and the app disagree, the app is right. Tell us and the guide gets fixed.