A work order is an internal document that authorizes and tracks work to be performed, including job details, assignments, and materials needed. An invoice is sent to the customer requesting payment after work is completed.
Work orders are essential for field service businesses, maintenance teams, repair shops, property managers, IT departments, and any business that needs to track, assign, and document service requests or repair jobs.
Include: work order number, customer information, job location, service requested, priority level, assigned technician, scheduled date/time, required materials, labor estimates, and approval signatures.
Yes, once work is completed, convert your work order into an invoice by adding final labor hours, materials used, and total costs. This ensures consistency between what was authorized and what's being billed.
Work orders create accountability, provide clear job instructions, track labor and materials, document completion, reduce miscommunication, and create a paper trail for billing, warranties, and quality control.