FAQs for Creating Orders and Templates

FAQ - How can I request an additional selling location for my Templates or Orders?
When creating Templates or Orders, one of the first steps is to select your selling location. You can think of this as the city and state of the office su...
Tue, 4 Nov, 2025 at 1:43 PM
FAQ - What are the benefits of using a Template to create an Order Confirmation?
We strongly encourage the use of Templates for creating orders.  Using Order Templates to create each and every Order Confirmation has several benefits tha...
Fri, 7 Oct, 2022 at 4:19 PM
FAQ - How can I add a new customer or workplace to work with?
If you need to add a new customer or workplace to your company’s configuration so that you can create Templates or Orders, the WorkRecords Support team can ...
Tue, 4 Nov, 2025 at 1:13 PM
FAQ - Why don’t I see my customer or position listed when creating an Order?
When creating an Order for a worker, after selecting your selling location and the worker, you’ll reach the step where you can select from the list of Templ...
Tue, 4 Nov, 2025 at 1:13 PM
FAQ - How can I add additional job titles for positions that I staff for?
When creating a Template for a basic position that you staff for, after selecting your selling location and your customer’s name, you’ll see a list of job t...
Tue, 4 Nov, 2025 at 1:13 PM