Templates - Create & Delete Order Templates

This folder contains resources to complete Step 5 of the Go Live Road-map for Labor Suppliers.

*Create Order Templates
Every time a worker is sent to a property or worksite, an Order must be entered into WorkRecords.   Templates are an excellent way to standardize - any ma...
Wed, 3 Aug, 2022 at 8:10 AM
Deleting Order Templates
Note: Anything listed below that is highlighted in blue and underlined can be clicked on to take you to a Quick Guide, Training Video or additional res...
Thu, 21 Apr, 2022 at 1:19 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...
Thu, 26 May, 2022 at 1:08 PM