Service templates are pre-defined structures or configurations that represent common types of services. These templates serve as blueprints for creating new service records with consistent information and workflows. 


Service templates

  • Help standardise the creation of service records across the organization. They ensure that all necessary information is captured consistently for each type of service offered. 
  • Can quickly create new service records without having to manually input all the details each time. This saves time and reduces the risk of errors.
  • Service templates can include compliance requirements, standard operating procedures, and regulatory guidelines relevant to the type of service being offered. This helps ensure that services are delivered in accordance with industry standards and regulations.
  • Using service templates promotes consistency in service delivery by providing a uniform structure for capturing and managing service-related information.

Overall, service templates in a service management app streamline the process of creating and managing service records, leading to improved efficiency, consistency, and compliance across the organisation.


You may at anytime review any Service Templates setup in your system. simply enter the reference if known or click search.



Note you cannot edit a template, this is done on the central system, you can however print a blank service sheet for a template.