Creating a new service order template

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