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Business

Work Order Generator

Your business

Client

Work order details

Work description

Tasks and parts (optional costs)

Notes

A work order authorises a job before it starts. Fill in the client details, describe the work required, list the tasks or parts, and set a due date. The work order prints with a client signature line so you have written authorisation before you begin.

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How to use this tool

  1. 1Enter your business name and contact details in 'Your business'. They save automatically.
  2. 2Enter the client name, address, and contact details.
  3. 3Set the work order number, date, and due date.
  4. 4Describe the job in the 'Work description' field - what the problem is and what work is required.
  5. 5Add individual tasks or parts as line items with quantity and unit cost.
  6. 6Add any special instructions or terms. Click 'Download PDF' or 'Print' to generate the work order with a client signature line.

Example

Plumber issuing a work order for a boiler repair

Business: FastFix Plumbing. Client: Mr. Singh, 22 Elm Road. WO-0094. Work: Diagnose and repair boiler fault - no hot water reported. Tasks: Initial diagnosis (1 hr x 75), Thermocouple replacement (1 x 45 parts + 1 hr labour). Total estimate: 195. Due: same day. Client signature required before work commences.

IT support desk work order

Business: ClearByte IT. Client: Glenview Dental. WO-2024-037. Work: Replace failed hard drive on reception PC, restore from backup. Tasks: On-site diagnosis (1 hr x 85), Hardware replacement (1 x 120 parts), Data restore (2 hrs x 85). Estimate: 375. Due: within 24 hours.

Common use cases

  • Plumbers, electricians, and tradespeople issuing a written work order before starting a repair or installation
  • IT support companies creating a work order before a service call or equipment repair
  • Property managers authorising maintenance work at a rental property
  • Auto workshops issuing a repair order before a vehicle service or repair
  • Cleaning and maintenance companies scheduling and authorising recurring service jobs

Common mistakes

  • Not getting client authorisation before starting - a signed work order protects you if the client disputes the scope or price after the work is done.
  • Using vague job descriptions - 'fix the problem' is not a work order description; 'replace failed thermocouple on Baxi boiler, model 428' is.
  • Leaving off the due date - a committed completion date sets expectations and becomes part of the agreement.

Frequently asked questions

What is a work order?

A work order is a document that authorises and describes a specific job or service to be performed. It is issued before the work starts and typically includes the scope of work, tasks, estimated costs, and a client signature line. It provides a written record of what was agreed.

Is a work order the same as an invoice?

No. A work order comes before the work and authorises it. An invoice comes after the work and requests payment. Many service businesses use both: a signed work order to start, and an invoice on completion. The work order reference number is typically included on the invoice.

Are my details stored on a server?

No. Everything runs in your browser. Your business details save in browser local storage for convenience.

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