Example
A signed work order for a service call, followed by an invoice once the work is done.
Also called a job sheet, a service order, or a works order.
What it means in practice
A work order says what will be done, by whom, when, and under what terms, and the work order generator builds one with a signature line. It is the record that the client asked for the work, which is what settles an argument about extras later.
It is not an invoice and it does not have to show prices. What it has to show is scope and a signature.
Covered in full in the guide to quote, then invoice.
Where it shows up on the paperwork
The client and the site, the scope in plain words, the dates, who is doing the work, any terms, and a signature line. Prices are optional and often left off.
What goes wrong
- Doing the work on a verbal request and writing the paperwork afterwards.
- Describing the scope so loosely that the extras cannot be distinguished from the job.
- Leaving the signature line empty because the client was in a hurry.
Common questions
What is the difference between a work order and a purchase order?
A work order authorizes work to be done, usually for a client. A purchase order commits you to buying goods, usually from a supplier.
Does a work order need prices?
Not necessarily. Its job is to record the scope and the authorization. Many trades issue it without prices and follow with the invoice.