Service Templates
View, create, and manage the maintenance templates your team applies to gear.
Service templates define reusable maintenance tasks — a name, a task description, a cadence in days, and an optional gear category — that your team can apply to individual items. The Studio → Service Templates tab lists all templates available to your studio.
Template types
| Type | Description |
|---|---|
| Built-in | Provided by OneTake. Available to every studio. Cannot be edited or deleted, but can be duplicated into a custom copy. |
| Custom | Created by your studio. Owners and admins can create, edit, duplicate, and delete them. |
Each row in the table shows the template name, the gear category it's for, its cadence, its type badge, how many items currently use it, and who created it. The icon on each row reflects the category group — for example, a microphone-related template shows a signal-chain icon. Custom templates with no category assigned show Any category as the subtitle and a generic icon.
Built-in templates
OneTake ships the following built-in templates. Each applies to a specific gear category.
| Template | Category | Cadence |
|---|---|---|
| Retension tube | Microphones | — |
| Clean capsule | Microphones | — |
| Re-ribbon | Microphones | Every 3 years |
| Demagnetise heads | Recorders & Tape Machines | Every month |
| Calibrate & align heads | Recorders & Tape Machines | — |
| Tuning | Keyboards & Synthesizers | Every 6 months |
| Re-string instrument | Guitars & Basses | Every 3 months |
| Replace drum heads | Drums & Percussion | Every year |
| Replace amp tubes | Amplifiers & Cabinets | Every 2 years |
| Plugin license renewal | Computers & Software | Every year |
Categories covered by at least one built-in template count as service-relevant for features like the Dashboard setup callout and the category nudge. The currently service-relevant categories are:
- Microphones
- Recorders & Tape Machines
- Keyboards & Synthesizers
- Guitars & Basses
- Drums & Percussion
- Amplifiers & Cabinets
- Computers & Software
Filtering
Use the filter chips above the table to narrow the list:
| Filter | Shows |
|---|---|
| All | Every template. |
| Built-in | Built-in templates only. |
| Custom | Custom templates only. |
| In use | Templates applied to at least one item. |
| Unused | Templates not applied to any item. |
Access by role and plan
| Studio — owner / admin | Studio — member | Pro | |
|---|---|---|---|
| View templates | ✓ | ✓ | ✓ |
| Create custom template | ✓ | — | — (upgrade prompt) |
| Edit custom template | ✓ | — | — |
| Duplicate built-in | ✓ | — | — |
| Delete custom template | ✓ | — | — |
Create a custom template
The create dialog has these fields:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | The template's display name. |
| Task | Yes | The specific maintenance task (e.g. "Re-tension tube"). |
| Cadence (days) | Yes | How often the task recurs, in whole days. Must be a positive integer. A human-readable summary (e.g. "every 3 months") is shown as you type. |
| Suggested for category | No | Pick a gear category from the list. OneTake surfaces this template first for items in that category. |
The Suggested for category field uses the same category dropdown as the rest of the app — the same fixed list of canonical categories, each showing its group icon. Selecting a category means OneTake will suggest this template first when someone adds a service schedule to an item in that category. To leave it unset, keep the No suggested category option selected.
The submit button is disabled until Name, Task, and a valid Cadence are filled in. Values are trimmed before saving.
When the dialog is submitted, OneTake checks that the chosen category is a recognized value. If it isn't — for example, if a legacy or external value was passed — it is treated as no category rather than saved as-is.
After a successful create, a snackbar confirms the action. The snackbar dismisses automatically or can be dismissed manually.
Custom templates and built-in name conflicts
If you create a custom template whose name matches a built-in template (case-insensitive), the custom template is hidden from the template picker on individual gear items. The built-in version is shown instead.
The custom template still exists — it appears in the Studio → Service Templates list and counts toward usage if it was already applied to items before the matching built-in was introduced. To clean this up, delete the custom template. Items that already have a schedule from it keep their schedule; only the template entry is removed.
Edit a custom template
Editing a custom template opens the same dialog pre-filled with the existing values. The submit button is labeled Save changes. The same field rules apply.
After a successful update, a snackbar confirms the action.
Built-in templates cannot be edited.
Duplicate a built-in template
Duplicating a built-in creates an editable custom copy in your studio. The copy's name is the original name with (copy) appended.
After a successful duplicate, a snackbar confirms with a message in the form "Duplicated [template name] as a custom template."
A duplicated built-in gets (copy) appended to its name, which means it won't collide with the built-in's name and won't be hidden from the picker. If you rename the copy to match the built-in exactly, it will be hidden. Keep the names distinct or delete the copy if the built-in covers your needs.
Delete a custom template
Deleting a custom template requires confirmation. The confirmation dialog shows how many items are currently using the template.
Items using the template keep their maintenance schedule. The schedule's template link is removed (set to none), but the schedule itself continues. After a successful delete, a snackbar tells you how many items were affected:
- If items were using the template: "Template deleted. N item(s) keep their schedule."
- If no items were using it: "Template deleted."
Built-in templates cannot be deleted.
Navigate to items using a template
Each template row shows a link depending on whether items currently use it:
| Condition | Link shown |
|---|---|
| Template is in use (at least one active schedule references it) | View items — opens Inventory filtered to items using that template |
| Custom template with no items using it yet | Add items — opens Inventory with the template pre-selected for bulk apply |
Built-in templates with no items using them show neither link.
Add items
Selecting Add items on an unused custom template takes you to the Inventory list. A banner at the top of the list shows the template name and prompts you to select the items you want to apply it to.
Once you have selected items, use the Add schedule bulk action. The bulk-apply modal opens with the template already chosen — you confirm the selection and apply.
Selecting Cancel in the banner or closing the modal dismisses the pre-selection. The template is not applied until you confirm in the modal.
The Add items link uses the URL parameter ?applyTemplate=<template-id>. You can also navigate directly to this URL — for example, from a bookmark or another tool.
Audit log
Create, edit, and delete actions on custom templates are recorded in the studio's audit log under the maintenance.template_created, `maintenance.template