View Work Order Templates
ServiceVisit keeps a library of Work Order Templates, which are reusable plans for the steps a technician follows on a job. You would open the list to see which templates are available and to open one and read its steps.
The list is called Work Order Templates and shows the templates your business owns. When you are choosing a template for a particular Job, only the ones that fit that Job are offered, and a template can be previewed first to see the steps it would add.
Viewing is the starting point for the rest of the template steps. Applying a template to a Work Order, creating your own, and editing one are separate actions.