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  1. In the Navigation panel, go to Service then Service Order Templates.
  2. Click New to create a new template.
  3. Enter template details, except for Name all other fields are optional. 
  4. Click Save to save the template.

Create a new Service Order from a template

  1. In the Navigation panel, go to Service then Service Orders
  2. Click New From Template to create a new service order.
  3. Select the applicable service order template, then click OK. Readysell will create a new service order with all the information from the template
  4. Fill in the required details and save
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