A work order (or job sheet) authorises and documents a job — common in trades like repair, maintenance, installation and field service. It tells the technician what to do and where, lists the labor and parts, and carries sign-off lines so the customer can authorise the work and confirm it was completed.
What to include on a work order
- Your business details and a unique work order number
- The customer and the service address where the work happens
- The scheduled date and a description of the work requested (use the notes)
- Lines for labor and parts with quantities and prices, tax and the total
- Sign-off lines: authorised by the customer, and completed by the technician
Work order, invoice and the paper trail
The work order comes first — it scopes and authorises the job. When the work is done, convert it to an invoice under the preview to bill the same labor and parts. Keeping the work order number on the invoice lets the customer match what they approved to what they are charged.
How to create a free work order
1Choose your country and enter your business details
2Enter the customer, service address and scheduled date
3List the labor and parts; note the work requested
4Download the PDF for sign-off, then convert to an invoice when done