How to Copy and Save a Work Order as a Template скачать в хорошем качестве

How to Copy and Save a Work Order as a Template

Take a walkthrough of how to copy a work order or save a work order as a template in Cloudwork|PRO. This feature helps you reuse job setups, speed up work order creation, and maintain consistency across recurring projects. In this demo, you’ll learn how to quickly duplicate existing work orders, store proven job setups as templates, and find saved templates inside your projects for future dispatch. What you’ll see in this video: • How to open a work order for copying or templating • Where to find the three dot menu • How to copy a work order into draft status • How to save a work order as a template • Where to find saved templates inside projects • How to reuse templates for faster job creation Why Cloudwork|PRO: • Save time by reusing proven work order setups • Keep job scopes consistent across repeat projects • Quickly build new work orders from drafts or templates • Better organization inside project workspaces 🌐 Learn more or sign up free: https://www.cloudworkpro.com ----- 0:00 Intro to copying and saving templates 0:10 Opening a work order 0:16 Selecting copy work order 0:24 Entering a title and creating a copy 0:33 Accessing draft work orders 0:44 Saving a work order as a template 0:50 Naming and saving the template 1:08 Locating templates inside projects 1:16 Viewing the saved template