How to view the order templates available for a customer in the app

If you have created an order template for a specific customer, you can view this order template in the app by following these steps:

  • Log in to the Onsight app
  • Select the customer for which you want to view the available order template
  • Tap on the three dots at the bottom left
  • Tap on ‘View Order Templates’
  • All available order templates will display for the selected customer


Contact the Onsight support team at [email protected] to activate this feature on your account.


Related articles:

What is an order template?
How to create an order template
How to create an order template with products with a quantity of zero
How to convert an order template into an order
How to edit an order template
How to delete an order template