Using templates in Field Service Management

[Daniel Hills]

A work order outlines the entire request or process. A work order task is the detailed steps for the parent work order. Every work order needs at least one work order task to get assigned to a specific agent to finish that step. Every work order task must have a parent work order to track the request.

Sometimes work orders are opened with the same purpose, and these work orders should have similar flows and similar work order tasks. A work order template can be used to fill in some fields in the work order, and create work order tasks.

The difference between a work order template and task template is you can’t create a task template alone, it must be part of the work order template. Creating a task template is a step of creating a work order template since you can define tasks and task templates for a work order or work order template.

For more information, see:

Create a work order template

Create a work order task template