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What is a service template?

A service template fills in the work description, checklist and products when you create a service, so you don't have to write the same thing every time.

Written by Leif T. Rudlang

What the template contains

  • About the service: name, whether the job is done On site or is Transport, and which contract the template belongs to, if any.

  • Work description: how the driver should do the job.

  • Checklist: the items the driver goes through, sorted by when in the job they belong.

  • Products: the order lines the service usually has, and a suggested excess.

Where to find the templates

Go to Administration and Service templates. The list shows the type, the number of checklist items and products, and the suggested excess for each template.

Service templates with the list of the station's templates

Where the templates are used

  • The office chooses a template when they create a service on the job, or switches the template on an existing service.

  • The driver can choose a template with Add service and switch with Switch template. The driver sees the templates for all jobs and the templates on the job's contract.

Good to know

  • If you change a template, services that have already used it are not changed.

  • The products from the template are not added straight to the order. They wait under Payment until someone adds them.

  • The suggested excess is only a suggestion. It is not added to the job automatically.

Read more

  • Create a service template

  • The checklist in a service template

  • Products and suggested excess in the template

  • Use a service template on a job

  • Edit or delete a service template

  • Add a service from the job and Switch template on the job (for drivers)

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