Step Five - Create Templates
Creating Templates is a critical step for Labor Suppliers just starting with WorkRecords or those adding a new customer. There are several reasons to invest a few extra minutes getting Templates created correctly and using a Template every time you create a new order.
Using Templates:
- Reduces data entry errors for financial information such as Bill Rates
- Helps capture the correct options for AddOns (non hourly billing items)
- Reduces errors associated with Labor Buyer email addresses
- Saves the Labor Supplier time
- Ensures that "timeclock punch" is selected for all workers using a QR Code to check-in/out
Remember, Templates are created to reduce the time spent creating order confirmations, as well as improve the accuracy of critical, contractual information between you and your client. It is advisable that you review your templates periodically to make sure they are still up to date!
Visit Templates - Create and Delete Templates for more information on:
- Deleting Templates
- Frequently Asked Questions
Go To Step 5a - Contact Support or your WorkRecords Implementation Manager