Option to create canned job from the Work Order screen | Voters

Option to create canned job from the Work Order screen

Danielle Vila

I'd love to be able to create a canned job/service from any Work Order job in a click or two. It would make estimating so muck quicker for us if we could have common repairs and packages built out that we don't have to build one by one in the Setup screen.

February 27, 2025

Ken Anderson

Would this be covered by the "Create Template" ribbon button under the "Utility" tab in each work order when in the work order?
Highlight the job line, click the button and what you have is now a canned job.
Edit as needed for your application.
We use that option often to easily build pre-filled parts and labor Service Packages. Or at least to make a canned job/service package that we have been building from scratch each time.  
The only thing to watch out for is the Code if you link to a DVI system outside of PT.