Skip Navigation LinksWork Orders > Create New Work Order > Import From Templates

Creating an Estimate, Work Order or Invoice is very easy when using Templates.

Special Note: Creating New Work Orders from saved Templates is a Premium (Paid) Subscription feature.  For more information on the Basic (Free) Version versus Premium (Paid) Subscription features please go here

Note: A Job must exist or be created before you can create a work order. 

Also note that more than one work order can exist for a Job.

The steps for creating a work order using Templates is identical to the process for creating an estimate using Templates.  It is usual for the user to have already had exposure to creating manual estimates before creating work orders.  To learn how to create estimates using Templates please go here.

You will follow the same steps for creating work orders using Templates as you do creating estimates using Templates.