In FieldEx, job templates and task templates allow Planners to standardise common workflows. Instead of building each job from scratch, you can preload key information such as job type, asset faults, resolutions, task templates, and spare parts. Task templates can also be configured to include spare parts specific to that task.
This article covers:
How to set up Job Order Templates
How to configure Task Templates
Why templates improve consistency and save time
Setting Up Job Order Templates
Path: Settings > Modules > Job Orders > Templates
Step 1: Create a New Job Template
Click New
Enter a Template Name (e.g., “Monthly Forklift Inspection”)
Set the Status to Active if ready to use
Tip: Use naming formats like “Quarterly PM – Site Tools” or “Emergency Repair – Generator” for easy filtering.
Step 2: Fill in Job Order Details
Name: The title used when a job is created from this template
Type: Preventive Maintenance, Corrective, Installation, etc.
Customer, Project, Site: Optional defaults for common use cases
Status: Default status on job creation (e.g., Draft or Open)
Order Date: Can default to +1 day from creation
Notes: Add checklist instructions or safety reminders
You can also link:
Task Templates: These will be automatically added as tasks in the job
Spare Parts: These are included in the job order but tracked separately from tasks
Step 3: Asset & Fault Details
System: e.g., Electrical, Hydraulic
Fault: e.g., “Low Coolant” or “Oil Leak”
Fault Details: Short description to guide the technician
Step 4: Resolution & Location Details
Resolution: e.g., “Top up coolant and pressure test”
Resolution Comments: Any follow-up reminder (e.g., "Verify seals after service")
Service Zone: Helps Smart Assignment choose the right technician
Step 5: Additional & Financial Settings
Additional Comments: e.g., “Capture before/after images”
Billable: Toggle if the job should be invoiced
Display Price: Optionally show price to technician
Step 6: Save the Template
Click Save to make your template available for job creation.
Best Practice: Create specific templates by asset type or frequency. Example: |
Setting Up Task Templates
Path: Settings > Modules > Task Templates
Step 1: Create a Task Template
Click New
Enter a Template Name (e.g., “Battery Replacement Task”)
Set the Status to Active
Step 2: Configure Task Details
Name: Task label shown to the technician
Prepend Job Order Name: Optionally prefix the job name to the task for clarity
Status: Default status for the task (e.g., Draft)
Priority: Helps rank the task in technician calendars
Step 3: Set Scheduling Options
Start Time: Default start time for this task (e.g., 09:00 AM)
Duration: Planned task length (e.g., 2 hours)
Step 4: Add Additional Information
Description: Instructions or notes for the technician
Spare Parts: Add parts required for this task—they’ll be automatically added when the task is used
Step 5: Save the Task Template
Click Save to make the template available during job or task creation.
Tip: You can combine templates like this: |