Templates & quality

Build reusable work plans, checklists and completion rules.

13 articles

• Apply a Template to a Work Order →ServiceVisit lets you apply a Work Order Template to a Work Order. Applying a template fills the Work Order with the planned steps from the template, so the technician has a checklist instead of you…
• Building Reusable Work Plans →A work plan is a reusable list of steps for a kind of job, such as an annual maintenance visit. Each step has a type, a title, an estimated number of minutes and, if you want, a Price Book item. When…
• Completing Work Under Quality Rules and Overriding a Rule →When quality enforcement is on, a technician sees what is still missing while working, and the work order cannot be completed until enough is documented. When one work order genuinely cannot meet its…
• Create a Work Order Template →ServiceVisit lets you build your own Work Order Template, a reusable plan of steps for a type of work. You would create one when you do the same kind of job often and want every technician to follow…
• Edit a Work Order Template →ServiceVisit lets you change a Work Order Template that your business owns. You would edit one when a step needs correcting, or when you want the template to match how your team really does the work.
• How Work Order Quality Rules Work →Quality rules set how much documentation a work order needs before it can be completed: photos, asset details, a serial number, before and after photos, and notes. The rules are set for each type of…
• Override quality rules on a Work Order →Sometimes one Work Order cannot meet the documentation rules that come from its template. A Quality Rule Overrides drawer on the Work Order page lets you relax specific rules for that Work Order…
• Preview quality rules →ServiceVisit lets you look at the quality rules that apply to your work before anything is enforced. On a work order, the Quality Rules button opens a panel for that work order. Work order templates…
• Quality rule history →ServiceVisit keeps a history of changes to quality rules, so you can see how the documentation requirements for your work have been adjusted. There are two places to look.
• Setting Quality Rules on a Work Order Template →Each work order template can carry its own documentation rules. A rule says, for one type of action, how many photos are needed and whether asset details, a serial number, a before photo, an after…
• Template quality rules →Quality rules set the documentation a Work Order needs, such as how many photos, whether asset details or a serial number are recorded, before and after photos, and notes. For each Work Order template…
• Turn quality enforcement on or off →ServiceVisit lets you decide whether quality rules are enforced on your work orders. The switch is the "Enable Quality Rule Enforcement" setting on the Defaults page under Settings. You would use it…
• View Work Order Templates →ServiceVisit keeps a library of Work Order Templates, which are reusable plans for the steps a technician follows on a job. You would open the list to see which templates are available and to open one…