Templates let you standardize recurring work. A template stores the fields of a work order — title, description, priority, type, category, asset, location, assignees, procedure, and estimated hours — so recurring jobs are created consistently in seconds.

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When to use templates

  • Recurring corrective jobs (for example, “Reset tripped breaker — Panel B”)
  • Standard inspections with an attached checklist from Procedures
  • Common tenant issues like light replacements or door adjustments
  • Any job where you want consistent categories, priorities, and estimates for clean Reports

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Create a template

1

Open template settings

Go to Work Orders and open the Templates section.
2

Create a new template

Click + New Template and fill in the fields you want prefilled: title, description, priority, type, category, asset, location, assignees, an attached procedure/checklist, and estimated hours.
Template editor form with title, priority, asset, checklist, and estimated hours filled in

The template editor with prefilled fields for a recurring filter replacement job

3

Save the template

Name the template clearly (for example, “AHU Filter Replacement — Building A”) and save it.
Leave fields blank in the template when they change per job (for example, due date). Prefill only what is truly standard.

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Create a work order from a template

1

Start from the template

When creating a work order, choose From Template and select the template from the list.
Template picker dialog listing saved work order templates

Selecting a template when creating a new work order

2

Review and adjust

The form opens with the template’s fields prefilled. Adjust anything specific to this instance — due date, extra notes, attachments.
3

Create

Click Create. The work order behaves like any other from this point on.

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Prefill via QR code

Each template can generate a QR code. When scanned with the mobile app, the QR code opens a new work order prefilled from the template — ideal for codes posted directly on equipment or in mechanical rooms.
1

Generate the QR code

Open the template and click Generate QR Code. Download or print the code.
QR code generation dialog for a work order template with download and print options

A template's QR code ready to print and post on equipment

2

Post it at the point of work

Attach the printed code to the equipment or area the template applies to.
3

Scan to create

A technician scans the code with the mobile app, reviews the prefilled work order, adds photos or notes, and submits — no searching for the right asset or category.
Mobile screen with a work order form prefilled from a scanned QR code

The mobile app showing a prefilled work order after scanning a template QR code

Template QR codes create work orders and are for your internal team. For intake from tenants and occupants without accounts, use the public request form instead.