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Conversion Templates

A Conversion work order (turning a container into a site office, storage unit, or other custom-built structure) is usually made up of the same handful of tasks every time. Conversion Templates let you define that task list once — with its materials and labour pre-attached — and apply it to a new order in one click instead of rebuilding it from scratch.

Before you start

  • Templates are configured under Settings → Conversion Templates — no order needs to exist first to create one.
  • To use a template, a Conversion-type Work Order must already exist (which itself requires a Customer, Shipping Line, and a container already in the depot).
  • Materials and labour attached to a template line reference the same Inventory Items and Labour Types catalogues used elsewhere in repair/conversion costing (Settings → Repair → Resources).

Walkthrough

Building a template (Settings → Conversion Templates)

  1. Open Settings → Conversion Templates.
  2. Under New Template, enter a Template name * (e.g. "Standard Container Office Conversion") and an optional Description, then click Create.
  3. Click the new template's row to expand it. Add tasks with New task title… — each becomes a line item that will be created on any order this template is applied to.
  4. Expand a task to attach:
    • Materials — pick an inventory item from the dropdown (auto-fills Description and UoM) or type a description manually, plus Qty and UoM.
    • Labour — pick a labour type (auto-fills Description) or type manually, plus Hours.
  5. A template can be deleted entirely via the trash icon in its header row; inactive templates show an Inactive badge.

Applying a template to a Conversion order

On a Conversion order's Tasks tab:

  1. Click Apply Template. A modal lists every available template with its name, description, and task count; if none exist yet it reads: "No templates available. Create one in Settings → Conversion Templates." Click a template to apply it — this creates one task per template item, each carrying over its pre-attached materials and labour.
  2. You can still add ad-hoc tasks directly with the New task title… field at the bottom, independent of any template.
  3. Each task tracked here has a status you cycle through inline: Pending → In Progress → Done, plus an optional pre-conversion photo (camera icon).
  4. Expand a task to add/remove its own Materials (Description, Qty, UoM) and Labour (Description, Hours) directly — templates are a starting point, not a lock.
  5. Save as Template — if you build out a good ad-hoc task list on an order, save it as a new reusable template directly from there (Template Name, optional Description).
  6. Once tasks are ready, click Push to Estimate — this creates Estimate lines from every task's accumulated materials and labour, appended to any existing estimate rather than replacing it. A confirmation explains: "This will create Estimate lines from all task materials and labour."

Conversion Estimate tab

Distinct from the Repair estimate flow but structurally similar:

  1. Click Start Estimate if none exists yet.
  2. Add lines either from a Tariff Item (work type Conversion — pre-fills Description, Cost/Unit, and Price/Unit from the catalogue item's man hours/rate/material cost and margin) or manually, with Qty, UoM, Cost/Unit, and Price/Unit.
  3. Totals show Total Cost, Tax (if a tax component is selected in Draft), and Total Revenue.
  4. Same submit/approve/reject lifecycle as the repair estimate: Submit for Approval (Draft) → Approve / Reject (Submitted, reject requires a reason).

Who can access this

  • Admin, Manager: full read/write, including template management under Settings and order approval.
  • Viewer: read-only on orders; no access to Settings → Conversion Templates.
  • Gate Operator, Yard Operator, Billing: no access to Work Orders or Settings.