A work order is the printable scope-of-work document a tech walks in with — or that you hand to a customer at the start of a job.
Generate one
- Open the job.
- ⋯ → Generate work order.
- Pick a template (default Standard work order).
- Run a Call generates a PDF.
What's on it
- Your logo.
- Customer name and address.
- Job ID and date.
- Scope of work — line items from the job.
- Authorization line for the customer to sign.
- (Optional) Equipment details.
What's customizable today
The work order PDF uses your org logo, brand color, and customer-facing details from the job. There's no in-app template editor — fields and section ordering are fixed. If you need a heavily customized format, export the line items and assemble in your own tool.
Sending the work order
| Method | How |
|---|---|
| Open the PDF, print. | |
| ⋯ → Send work order. Customer gets a link. | |
| From mobile | Same options in the mobile app. |