Work Order Template

1679444824
Work order template

File Name: 46106376-751c-4723-bf1c-ac8bf90c9a37

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Summary

W.O. #: ________________ Date: ___________________ Project Code ____________
___________________________________________________________ [COMPANY NAME]
________________________________________________________[COMPANY ADDRESS]
WORK ORDER FORM
No. ___________________. Assigned to: _______________________
1. Instructions:
This Work Order Form (“Form” ) shall be filled after completion of a _________________

And before _________________, and before the start of work performed. It constitutes a
pro forma agreement between __________________________ [contractor], hereafter
“Contractor” and __________________________ [client], hereafter “Client”, at the location
defined ( §7, “Work Site and Location Information). If the Form is dependent on Project
Codes, the Contractor is responsible for entering the appropriate Project Code. The Work
Order Form No. is subject to _____________________________ [PO/WO Code SOP document]. All
sections of this Form are mandatory unless specified otherwise. Failure to fill and sign
this form may result in nullification of terms, compensation, or replacement with another
Form

2. Parent Orders/Documents:
3. Forms/Child Documents:
4. Information about Executing Entities
Company Name Project Director Task Assignee Company Name Phone No

5. Client Information
Company Name Contact Person Address Phone No
Page 1 of 4
W.O. #: ________________ Date: ___________________ Project Code ____________
6. Cost Estimates:
No. Name Description Qty Unit Price Ext. Price
TOTAL
Page 2 of 4
W.O. #: ________________ Date: ___________________ Project Code ____________
7. Time Resources for Work Order Execution:
No. Name Description Qty Unit Amount Ext. Amount
TOTAL
Page 3 of 4
W.O. #: ________________ Date: ___________________ Project Code ____________
8. Deadlines and Milestones
Type (Milestone,
Deadline, Cutoff
Code Name Description Date)
9. Work Site and Location Information
The work site location includes the following addresses, and a description of the location
within those addresses

10. Client and Contractor Agreements
The client hereby orders the scope of work to be performed with the above timeline, items
to be performed, at the site described herein, and the Contractor agrees to execute the
order, ensuring the above resource requirements. If timing varies by more than
________________ [25% or 14 days, whichever is less if left blank], or costs increase by
more than ________________________[10% if left blank], then the Contractor must not
exceed agreed costs without a replacement Work Order which supersedes this Form

Sign below all parties (multiple lines for multiple companies and project managers)

Client Signature Date Contractor Signature Date
Page 4 of 4

Order, ensuring the above resource requirements. If timing varies by more than _____ [25% or 14 days, whichever is less if left blank], or costs increase by more than _____[10% if left blank], then the Contractor must not exceed agreed costs without a replacement Work Order which supersedes this Form.

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Frequently Asked Questions

How do i create a work order?

To create a Work Order:

  • Navigate to a Contact or Job page
  • Open the Financials tab
  • Click on the blue +Add Work Order

How do i create a work order form?

Start a new form

  • Sign in to Microsoft Forms with your Microsoft 365 school credentials, Microsoft 365 work credentials, or Microsoft account (Hotmail, Live, or Outlook.com). ...
  • Select New Form.
  • Title your form and, if you want, a description of it. Note: Form titles can have up to 90 characters. Descriptions can have up to 1,000 characters. ...

How to add a work order?

  • From the main menu, click Service > New Work Order.
  • Enter your customer's details and, depending if they are a new or existing customer, click one of the following: New Customer: click the Create New Customer button. ...
  • From the Status dropdown, set the work order to open. ...

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How to create an invoice for a work order?

How to write an invoice

  1. Personalize and make your invoice professional. To begin, choose a color that best represents your brand and upload your brand’s logo. ...
  2. Fill-out the appropriate contact information on your invoice. This step is fairly straightforward but one that is often overlooked when writing an invoice. ...
  3. Select a due date on your invoice. ...

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