How to Create Service Templates in Workdap

Service order templates are used to define reusable sets of service-related data that reduce the time required to create a service transaction. A service order template only describes the scope of planned services, not their execution (customer and time frame).

How to Setup Settings in Services Template?

How to add a Services Template?

Master ⇒ Service Template ⇒ Add New

Service Status:  The Service name will display what we created from the Service Master

Process Name: The Process name will display what we created from the Process Master

Material Name: The material name will display what we created from the Raw Materials

Unit of Measurements: The Unit of measurement will display what we created from the unit of measurement master.

View All Services:

Master ⇒ Service Template ⇒ All Service Templates

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