Benefits of Using Works Order Templates
Faster job creation – ideal for repeated tasks.
Consistency across technicians – standardised parts and labour entries.
Reduced errors – avoids missing essential components or steps.
Easier quoting and planning – predefined cost and time estimates.
1. Enable the Works Order Templates Role Setting
Go to Settings or System Administration (depending on your system layout).
Open Role Settings.
Locate the permission labelled Works Order Templates (or a similar option such as “Enable Work Order Templates”).
Tick or enable this permission.
Save your changes.
If required, ask users to log out and back in to apply updated permissions.
2. Access the Works Order Templates
Go to System Setup
Locate Work Order Templates.
Select Create New Template.
3. Create a New Template
Enter a Template Name—e.g. “500‑Hour Service Kit” or “Standard Brake Repair”.
Add an optional Description to help others understand when the template should be used.
4. Add Parts & Labour to the Template
Open the Parts or Materials section inside the template.
Click Add Part.
Search for and select each required part.
Enter quantities.
Repeat for all components included in the pack.
Save changes.
6. Finalise and Save the Template
Review the full template—parts, labour, costs, and descriptions.
Ensure everything matches the intended service kit or repair job.
Click Save.
7. Use the Template in a Works Order
Open or create a new Works Order.
Add your product
when adding the product you can apply a template which comes with a set group of items.
update the works order item
The predefined parts and labour lines are automatically populated into the order.
Make any additional edits if needed.
Save or issue the works order.