You check the same equipment the same way at every site you look after. Build the inspection once, save it as a template, and use it at your next customer instead of typing it again.
What you'll need
- To be logged in as a customer. See Log in as a customer.
- Both roles can use and save templates. Editing and deleting them is for Service Partner Admins.
Save a template
To save something you built at this customer:
- Select your name in the lower-left corner, then Template Library.
- Select Add New Template.
- Choose Inspection, Service, or Task, then the one you want to copy.
- Enter a Template Name and an optional Description.
- Select Create Template.
It's saved under Created by Service Partner, with your organization's name on the card.
Use it at another customer
Log in as the next customer, go to the location, and open the Template Library. Your template is under Created by Service Partner. Select it, then Use Template, and follow the steps. See Start from a template for each kind.
Good to know- Your customers never see your organization's templates. What they get is the inspection, service, or task list you build from one.
- The customer's own templates, and WashUp's, are there for you to use too.
- A Service Partner Admin can edit or delete your organization's templates, and the customer's, with Edit Template Details and Delete Template.
Common questions
Can a Technician save a template?
Yes. Any template a Technician saves belongs to your organization. Only Admins can edit or delete it afterward.
Does changing a template change what I've already built?
No. What you build from a template is an ordinary inspection, service, or task list at that location. Editing the template only affects what's built from it next.
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