How do I change the template of a Work Order?

Changing Work Order Template
There are two ways to change the template of a work order, from the Print Work Order screen and from the Settings widget.

• From the Print Work Order screen. This is a temporary change and will last only until the work order is printed. 

1. Click the Main Menu.
2. Click Inventory.
3. Select Work Orders.
4. Open a work order record.
5. Click the More icon
6. Click the Print icon.
7. Select the template you want from the list of all templates.
8. You can perform any of the below options:
   1. Edit & Export - You can edit the work order and export it to your local system.
   2. Email with PDF - You can email the work order record as a PDF to the contact.
   3. Print - You can print the work order and keep a hard copy.
   4. Save as PDF - You can save the work order as a PDF on your local system.

• From the Settings widget.  This is a permanent change and will be applied to the work order immediately. 

1. Click the Main Menu.
2. Click Inventory.
3. Select Work Orders.
4. Open a work order record.
5. Go to the Settings Widget.
6. Click the Template applied drop-down.
7. Select the template of your choice.

The template will be applied to the work order instantly.

To know more about Work Orders, click here.