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Work Order Template Quick Start (Public Templates)

How to utilize Public Work Order Templates to quickly create new Work Orders.

There are pre-made, ready to go templates made by other TBX users that are public. 

For more information on making your templates public, go here.

Click on Public Templates at the top right of your screen.

Click View button. 

Creating a Work Order from a Work Order Template

To create a work order from this selected template click on the + Work Order from Template button on the top right.

For detailed instructions on how to create work order from a work order template, click here.

Creating a Work Order Template from a Public Work Order Template

Parts, Estimated Labor Costs and Misc are not available in public templates that your account did not create.

Click the Copy Template.

A work order template will be created that you can edit, add estimated labor costs, add parts and misc items.  

*Note: Editing Work Order Templates, click here for detailed instructions.