Edit a Work Order Template
ServiceVisit lets you change a Work Order Template that your business owns. You would edit one when a step needs correcting, or when you want the template to match how your team really does the work.
On the Work Order Templates list, choose Edit on one of your templates. The Edit Work Plan page lets you change the Plan Name, the Description and the Plan Steps (Add Step, or Remove on a step), then Save Changes.
You can also take a template out of use. Clear the Active Plan box and save, and the template is no longer offered when someone is choosing one. Tick the box again to bring it back.
Editing a template changes the template going forward: the page says changes affect future Work Orders that use the plan. Creating a new template and applying one to a Work Order are separate actions.