What a work order is for
The estimate is written for the customer. The work order is written for the person doing the work: the address, the arrival window, the tasks in order, the materials, the gate code, the dog. It is also the record of what was done, signed by the tech and the customer at the end.
What to put on it
- The job address, the customer's phone and who will be home.
- The date, the arrival window and who is assigned.
- Each task with a quantity, and the materials to bring.
- Access and site notes: gates, pets, parking, what to protect.
- Anything that needs a call to the office first.
- A sign-off line for the tech and the customer.
Prices on a work order
Most work orders leave prices off, because the crew does not need them and a sheet on a truck seat is easy to lose. The template hides prices by default; switch them on when the work order doubles as the customer's paperwork.