Skip to main content

Work Request Templates

Create reusable templates for work requests to standardize how your team submits maintenance requests and service issues.

Quick Summary

Go to Settings → Work Request Template to create templates that pre-fill work request forms with standard information.

Before You Begin​

Requirements
  • You need an active subscription (Basic plan or higher)
  • You must have permission to manage settings
  • Work Request Templates are available on Basic+ plans

Accessing Work Request Templates​

  1. Click the Settings () icon at the bottom of the sidebar
  2. Under Work Requests, click Work Request Template
  3. The template management page displays

Creating a Work Request Template​

Step 1: Open the Create Dialog​

  1. Click the Create Work Request Template button (top right)
  2. The template form opens

Step 2: Fill in Template Details​

FieldRequiredDescription
SubjectYesTemplate name (3-255 characters, e.g., "AC Maintenance Request")
PriorityNoDefault priority level: None, Low, Medium, or High
LocationNoDefault location for requests using this template
DescriptionNoDetails about when to use this template (max 255 characters)

Step 3: Continue to Next Step​

  1. Review your template details
  2. Click Next to proceed
  3. Complete any additional configuration
  4. Save the template
Success

Your template is now available when users create new work requests.

Managing Templates​

View All Templates​

The template list shows:

ColumnDescription
NameTemplate subject/name
DescriptionTemplate description
Updated atWhen the template was last modified
ActionsEdit and Delete options

Edit a Template​

  1. Find the template in the list
  2. Click the Actions menu (three dots)
  3. Select Edit
  4. Make your changes
  5. Click Save

Delete a Template​

  1. Find the template in the list
  2. Click the Actions menu (three dots)
  3. Select Delete
  4. Confirm the deletion
caution

Deleting a template does not affect existing work requests created from it.

Bulk Delete Templates​

  1. Select multiple templates using the checkboxes
  2. Click the Delete button in the toolbar
  3. Confirm the bulk deletion

Using Templates​

When users create a new work request:

  1. They can select a template from the dropdown
  2. The form pre-fills with template values
  3. Users can modify the pre-filled values as needed
  4. Submit the work request as usual

Real-World Examples​

Example 1: Standard HVAC Request Template​

Situation: Your facility receives many AC-related maintenance requests.

Solution:

  1. Go to Settings → Work Request Template
  2. Click Create Work Request Template
  3. Enter subject: "HVAC / Air Conditioning Issue"
  4. Set priority: Medium
  5. Select location: Your main building
  6. Enter description: "Use this template for any heating, cooling, or ventilation problems"
  7. Click Next and complete the setup

Result: Users can quickly submit AC issues with consistent formatting and pre-filled priority.

Example 2: Plumbing Emergency Template​

Situation: You need a standard template for urgent plumbing issues.

Solution:

  1. Create a new template with subject: "Plumbing Emergency"
  2. Set priority: High
  3. Add description: "For water leaks, pipe bursts, or flooding - URGENT"
  4. Complete and save the template

Result: Emergency requests are clearly identified and automatically set to high priority.

Example 3: Cleaning Request Template​

Situation: Cleaning requests should follow a standard format.

Solution:

  1. Create a template named "Cleaning Request"
  2. Add description: "General cleaning and janitorial services"
  3. Save the template

Result: Cleaning requests are organized and easy to track.

Plan Requirements​

PlanWork Request Templates
LiteNot available
BasicAvailable
ProfessionalAvailable
EnterpriseAvailable
Upgrade

If you see a lock icon, upgrade to Basic or higher to access Work Request Templates.

Troubleshooting​

Can't Access Templates​

IssueCauseSolution
Feature lockedLite planUpgrade to Basic or higher
Permission deniedMissing permissionsContact your admin

Template Not Showing​

IssueCauseSolution
New template missingBrowser cacheRefresh the page
Deleted templateTemplate was removedCreate a new template

Need help? Contact Infodeck Support

Was this page helpful?