A Work Order template lets you preset the services, materials, pricing, duration, and forms for a particular type of service (such as termite) or property type (such as commercial). When you load the template into a new Work Order, all of those settings come with it — so your team enters less information and your jobs stay consistent.

From the Dashboard, click the Settings gear icon.

Underneath Company Setup, click Work Order Templates.

Click the New Template button in the upper-right corner.

Templates are designed to apply specific services and materials to a specific property, or location, type. Choose the location type this template is for.

To make a template that works for every property type, leave this set to (any location).

Important: A template built for one property type can't be used for another — a Commercial template can't be attached to a Residential customer's Work Order, and vice versa. Choosing (any location) makes the template available everywhere, but some features won't work because they depend on a specific property type being set.

Give the template a name that describes both the service and how you run your business, so it's easy to pick the right one later.

For example, if you have Restaurant/Bar customers on different service and billing schedules, a clear naming style helps:

Check Use this template as the default for all new work orders if you want this template applied automatically whenever a new Work Order is created. Use this for the template you rely on most so your team starts from it every time without having to load it manually.

Set the billing frequency for this template — how often the customer is billed for the work.

Important: Once a template is saved, the Billing Frequency and Location Type cannot be changed. If you need to change either one, create a new template with the correct settings and delete the old one.

To price the work, add line items just as you would on a regular Work Order, filling in each entry from left to right: Type, Description, Quantity, Unit Price, and Amount.

Because the template will be used many times, set it up to require as few changes as possible in the actual Work Order — that's the whole point of a template. Make it as generic (for example, a $0.00 price) or as specific (multiple set services and materials) as your work requires.

You can apply a Discount (%) to the template, and Fieldwork calculates the Total Due automatically from your line items and discount.

Enter a Production Value if you use it for commissions. This is the value credited toward technician commissions for the work in this template, separate from what the customer is billed.

Check No charge (Callback) for templates that cover return visits or re-services you don't bill the customer for. This flags the work as a no-charge callback rather than a billable job.

Click Add Line.

Click Service

Select Other

Enter a $0.00 price.

Enter the description for the Service. The description field accepts up to 255 characters. If you need more room, add another line.

Click Add a Material

Choose the material from the dropdown menu

If you know how it will be applied, click Add Usage

Enter the Location, Quantity(QTY), Units, Dil.Rate, App Method, Device, and Target Pests using the dropdown menus, arrows, and manual entry.

Tip: Usage quantities can be adjusted in the Work Order on the mobile app.

Note: When you add a location and only see a blue bar in the drop-down list, it means a Location Type hasn't been connected. Select a Location Type at the top to link the template's locations to the target areas for that type. You'll also see this if the Location Type is left as (any location).

There are three separate note fields, each with a different audience:

Service Instructions appear on the Work Order and sync to mobile devices. Ideally, these describe the service performed and the materials used — such as read-first instructions, cautionary statements, or wording copied from the material label.

Technician Notes & Comments are filled in by the technician on the mobile app while performing the service.

Private Notes are for internal use and are not shown to the customer.

Attach the PDF form that applies to this template. For example, attach a WDIR form to a termite template. The form is included with Work Orders created from this template.

How to attach a form

Technician — Select the default technician. If you don't know who it will be, leave it as None Selected and assign someone when the template is applied to a Work Order.

Frequency — This is the scheduling frequency (how often the service is performed), not the billing frequency.

Add to Work Pool — Selecting the work pool means you don't have to set a specific appointment time; the job is added to your work pool list instead.

Duration — Set the average appointment time for the services and materials in this template, in hours and minutes. The actual time is recorded when the technician taps Start and End in the mobile app.

Appointment Reminder — Choose a reminder template to automatically remind the customer of the upcoming appointment, if you use reminders.

Click Save in the bottom-right corner.

Create a new Work Order and select the Customer name.

In the Document Templadte field, select from the dropdown menu the template you would like to load

Only templates matching the selected customer's property type — plus any templates set to (any location) — will appear in the list. Once loaded, continue scheduling the Work Order as usual.

For more information, watch this video.

Need more help? Reach out to Fieldwork support, and we'll be glad to walk you through creating your Work Order Templates.