[PRO TIP] Before creating a Template, you must make sure that:

  1. A Customer record is created [see Create Customer]
  2. A Project has been created [see Creating a Project]
  3. The Team that will manage the Project is created and assigned to the Project.  [see Teams]

In the Navigation area, click Customers >> [Customer Name] >> Projects >> [Project Name] >> Work Event Templates.  Click Create Template and fill out data in the following sections:

  1. Template Name: Give the Template a name that accurately describes it for easy reference when selecting it from the list of available Templates when creating a Work Event.
  2. Customer:
    1. Customer: The name is preselected since the Template is being created within the already selected Customer record.
    2. Customer Ticket ID: (Optional) Used to record the reference number or tracking identity used or referred to by the Customer for this work.  It may be a support ticket number, a purchase order number, location ID, or some other entry of relevance to the Customer.
  3. Project: Select the Project that was created for this work.
  4. Project Line Items: For future use.
  5. Add Work Event Details:
    1. Title: Enter the title of what this specific Work Event is about.   It may include a descriptive in it like the store or site number (e.g. Kitchen Rehab Site #235621).
    2. Description: Used internally and represents briefly what we are doing in this Work Event.
    3. Service provider instructions: Enter the specific step by step instructions the Service Provider is required to follow to complete this work.  This may include notice to take before and after photos, abide by a certain dress code, bring certain tools, etc.
  6. Parts and Logistics: (Optional) If parts/equipment is/are being shipped to support this work, check the box Requires parts logistics? to expose additional fields.
    1. Parts Supplier: Who is providing the parts; your company or another provider?
    2. Shipping Destination: Select the appropriate destination where the parts are to be/ were shipped to:
      1. Shipped to worker: Sent directly to the worker to bring to the site.
      2. Onsite: Sent directly to the work site.
      3. Specify other location: Enter the details for the location where the parts were shipped.
    3. Worker must return original parts: If parts are being exchanged or something must be returned, check this box.
  7. Add Work Event Payment Details: Used for Work Events assigned to third-party contract Service Providers.
    [PRO TIP] Put your budget in here for a single site in the Project to cover situations where the routing team is unable to find an internal Service Provider and must search a contractor labor pool for coverage.  They will have your budget estimate immediately available to use for bidding the job out.
    1. Payment type: Select Flat Fee or Hourly as appropriate.
      1. If Flat Fee selected, enter the amount.
      2. If Hourly selected, enter the hourly rate and maximum hours authorized.
  8. Estimated time on site: Enter the total estimated time for this job per site.
  9. Add Work Event Attachments: Attach all documents related to this Project necessary for the completion of the work that the Service Provider may need to refer to.   These may include Word documents, Excel spreadsheets, PDF’s, blueprints, floorplans, work instructions, schematics, images, sign-off sheet, etc.
  10. Target marketplace: (Optional)
    1. ServiceDemand W2: Select if this Work Event is intended for an internal associate.
    2. Work Market: Select if this Work Event is intended for a third-party labor resource from WorkMarket.
  11. Routing group: (Optional) If auto-routing (automatic Service Provider assignment) is desired, you may select a routing group from the dropdown.
  12. Create the Template:
    1. Click Create Template to save the data into a new Template.