FAQs in this section
How do I log time for a service appointment?
What are Work Orders?
Why do I use Work Orders in Vtiger CRM?
Is Work Orders available in the One Professional edition?
What is the relationship between Work Orders and Cases?
What is the relationship between Work Orders and Invoices?
What is the relationship between Work Orders and Service Contracts?
What is the relationship between Work Orders and Service Appointments?
What is the relationship between Work Orders and Assets?
What is the relationship between Work Orders and Timelogs?
How do I configure a project with multiple tasks in work orders?
What are Preventive Maintenance Services?
What are on-demand service requests?
How do I reopen a canceled work order?
If I create a work order from a case, will the details be copied from the case?
How do I create a work order?
How do I create a work order from a case?
How do I create a work order from assets?
How do I create a planned maintenance request?
How do I create an on-demand service request?
How do I make sure that the managers approve all my Work Orders?
How do I create a service appointment without linking Work Orders?
How do I add a product or a service to a work order?
How do I add a section to a work order?
How do I log time for a work order related to a case?
How do I log the time for a work order?
How do I log time for a service appointment related to a work order?
How do I start a timer on a closed work order?
How do I create a service appointment from work orders?
How do I share a work order?
How do I create a document from a work order?
How do I create an invoice from a work order?
How do I create a time log from a Work Order?
How do I create an Esign document from a work order?
How do I export a work order?
How do I print a work order?
What do I see in the One View of Work Orders?
What reports do I create from work orders?
Why are the used units in a service contract not updated after closing the work order?
Can I invoice two cases at a time?
Can I include the work order line items in the invoice if a work order is related to a case?
When are a service contract’s used units updated?
What are line items in work orders?
How do I change the template of a Work Order?
Table of Contents
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.
Follow these steps to change the template of a work order from the Print Work Order screen:
- Click the Main Menu.
- Click Inventory.
- Select Work Orders.
- Open a work order record.
- Click the More icon
- Click the Print icon.
- Select the template you want from the list of all templates.
- You can perform any of the below options:
- Edit & Export - You can edit the work order and export it to your local system.
- Email with PDF - You can email the work order record as a PDF to the contact.
- Print - You can print the work order and keep a hard copy.
- 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.
Follow these steps to change the template of the work order from the Settings widget:
- Click the Main Menu.
- Click Inventory.
- Select Work Orders.
- Open a work order record.
- Go to the Settings Widget.
- Click the Template applied drop-down.
- Select the template of your choice.
The template will be applied to the work order instantly.
To know more about Work Orders, click here.Was this FAQ helpful?
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