Build work templates

In Heyquip: Service & Repair

You will have a Work Template that preloads its checklist onto every new work order for the products it covers.

Steps

1. From Service & Repair, open the work orders section, then press the Settings button to access the maintenance task library.
2. Create a task, give it a name, and optionally specify a description, an owner, and a duration in minutes. Save, then repeat for each task.

3. Still in Settings, create a template and name it after a product family or a type of work.

   

4. In the template, add the tasks to include; they come from the library you just built.
5. Drag the tasks to set the order in which technicians should perform them.
6. Save the template.
7. Next, link the products this template applies to, from each product’s page.

Good to know

• Removing a task from a template does not delete it from the Work Tasks library.

Related tasks

• Create a work order
• Add a product