How to Create Templates

*Create Order Templates
Templates are a great way to standardize and simplify the process of creating new orders in WorkRecords.  Why Templates Matter Templates act as pre-de...
Tue, 3 Dec, 2024 at 6:45 PM
Create Templates
Step Five - Create Templates  Creating Templates is a critical step for Labor Suppliers just starting with WorkRecords or those adding a new customer. Ther...
Mon, 25 Nov, 2024 at 12:42 PM
QuickGuide - Create Order Templates
Templates are used to maximize efficiency in using WorkRecords. Templates are predefined order confirmation “guides” that you create when you have the same ...
Wed, 2 Apr, 2014 at 9:20 AM
Create Order Templates - Data Organization Tool
This Excel file can be used to help organize data in preparation for creating Order Templates. It is used in the video - Creating Templates - Part 1: Organiz...
Wed, 22 Oct, 2014 at 1:24 PM