Work Order Generator
Schedule labour and materials against a scope of work.
A work order sets out a job before it’s done: where, when, who is assigned, how urgent it is, and the labour and materials expected. Create one for repairs, installations or maintenance and share the PDF with your team or customer.
Describe the job, where and when it happens, who is doing it, and the labour and materials it needs — then get it signed off.
How to create a work order
- Add your business, the customer and the service location.
- Set the scheduled dates, who it’s assigned to and the priority.
- Describe the scope of work.
- Add labour (hours × rate) and materials (quantity × unit cost); tax is optional.
- Print it for the job, or download the PDF for the customer to sign.
What to include on a work order
- A work order number and date
- The customer and the service location
- The scheduled date and the person assigned
- The priority and a clear scope of work
- Labour hours and rates, and materials with prices
- Tax and the total
When to use a work order
Use a work order to authorise and plan a job before anyone starts, so the team knows what to do and the customer knows what to expect. After the job, bill the actual labour and materials with an invoice.
Work Order questions
What needs to be done, any access or safety notes, and what “done” looks like, so the technician and customer agree.
Customers usually want to see time and parts apart, and they’re often taxed or marked up differently.
Use the completed work order as the basis for an invoice in the Invoice Generator.