What is a work order?
A work order authorizes or tracks a job, assigned person, schedule and materials.
When to use it
Use the job status and site fields to coordinate work; convert billable labor/materials to an invoice when appropriate.
Next step: When the job is ready to bill, use Convert to Invoice to prepare a separate billing draft from the work-order details. Review which work and materials are chargeable, then check the customer, amounts and tax settings.
Key fields
- Work Order No: and the date fields appropriate to this document.
- Business and counterparty details, with country and currency settings where relevant.
- Document-specific rows and optional notes, references or terms.
- Status choices: Open, Scheduled, In Progress, Completed, Cancelled.
How to create one
- Review the editable example and enter the parties, reference and dates.
- Add or adjust the document rows; confirm quantities, amounts and country settings when relevant.
- Review the document-specific preview, then download the PDF or use Print.
Drafts autosave locally in this browser. This website does not process payments or upload documents.
Related tools and guides
General information only, not legal, tax or accounting advice. Check current requirements for your location and circumstances.