Create Order Templates and Duplicate Orders for Faster Scheduling

  • Updated

If you have any Orders with repeat work, we recommend setting up Order Templates or duplicating an order to schedule faster. 


Create an Order Template from an existing Order

  1. Go to Scheduler
  2. Find an Order with repeatable work.
  3. Next to the Order name, tap the more_vert.pngicon
  4. Tap Edit Order
  5. In the Order's details, click Create Template
  6. Make required changes
  7. Save

Next time you create an Order, you'll see this option in your list of templates.



How to duplicate an Order

If you need to repeat a piece of work that you've already done for a client, Duplicate Order might be a good option for you.

  1. Click the more_vert.png icon at the end of the order name and choose Duplicate Order.
  2. You'll then be asked if you want to duplicate the Assignments and rebook the same resources.  Choose Yes or No.
  3. You'll be brought to the order details page where you can fine-tune the order before saving and having it appear on the scheduler.

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