When you create a new job in vWork you can create it from scratch or you can use a template.

Templates are a great way to map and manage the workflow for jobs that you do over and over again. They make it simple to consistently capture all the information your workers need to complete jobs accurately. 

When you use templates your business becomes more efficient: workflows improve, it is simple to report on and track your jobs consistently, mistakes decrease, and you provide consistent service to your customers (both internal and external). The big benefits to your organization are saved time, money and improved customer satisfaction. 

How can I use templates to make my business better?

vWork is the most effective when you use templates to create all your jobs. You should create templates for every type of job that you do on a regular basis. 

Here are some examples of how you can use templates.

Same job, different customer

If you book the same type of job for different customers your template ensures consistency of service for every customer - no matter who they are.

For example, your business delivers groceries to customers all over your region. The only variation between deliveries is the number of grocery boxes you deliver and the customer details. Your template ensures that every step in the process to deliver the groceries is the same, every time, but allows you to have different details for each customer (address and contact number) and a different number of boxes for each delivery job.  You can also set your template up to capture proof of delivery when the customer has taken possession of their groceries.

Same job, same customer

If you frequently do the same job for the same customer you can create a template that meets that customer's exact requirements. Every time you create a job from that template you will know it will include everything the customer needs - no exceptions, no mistakes.

For example, every month you clean the same medical practice. Your template can ensure the strict cleaning requirements for that medical practice are met - even making provision for different types of cleaning and different cleaning requirements for each room in the practice.

Same job, internal process

Your business might have special equipment that needs regular maintenance or inspection to meet health and safety requirements or service schedule requirements. You can set up your templates to ensure these inspections and services are done the same, every time. 

For example, you have a Heavy Machinery rental business. You need to ensure the specialized equipment is in excellent operating condition before you hire it out on a job. You have templates for each piece of equipment to make sure your technical team systematically inspect, test, and replace all essential parts of the equipment and that this inspection is recorded and time and date stamped for your record keeping. 

How do I create a template?  

To learn how to create a template, take a look at the article: How do I create a template?