Document guides / Work order
The work order: tell the crew what to do.
A work order is an internal-facing job sheet. It lists the tasks, the site and any notes for the technician or crew, and it gets a customer sign-off when the work is done. It shows no prices.
When you would use a work order.
Dispatching a crew
Hand a technician a clear list for the day.
Service calls
Capture the problem, the address and access details.
Subcontracted work
Give a sub the exact tasks without showing your pricing.
Proof of completion
A customer sign-off shows the tasks were done.
Top to bottom, what the page shows.
This is the order a client reads it in, and the same sections AeroInvoice puts on a work order.
- Who and where
The customer and the job site, with access notes.
- Scheduled for
The date the work is planned.
- Tasks
The work as a checklist. Prices are left off on purpose.
- Notes
Gate codes, pets, parking, what to bring.
- Signatures
The technician and a customer sign-off.
- Attachments
Site photos or drawings the crew needs.
- Number prefix
- WO
- Signed by
- The technician signs, then the customer signs off.
Tips
- Confirm the arrival time with the customer the day before.
- Keep tasks specific enough to tick off.
Good to know.
Why no prices on a work order?
Make your work order in minutes.
Start free. It numbers itself, uses the right wording and shares your client and item details.