How the work order template works
A work order template is the document that tells someone to do a job: who the work is for, what needs doing, when it is scheduled, who is assigned to it, and how urgent it is. Fill in your business and client details, describe the job, add the tasks or items involved, and set the scheduled date, the person assigned, and the priority — low, normal, high, or urgent.
The live preview lays the work order out as a clear instruction sheet, so the person doing the work can see the job, the schedule, and the terms at a glance. That matters most for field work and maintenance, where the person on site may never have spoken to the client: the work order is the whole brief.
When the work is finished, the work order becomes the record of what was agreed. Use the invoice generator to bill the client for it, or the quote generator if the client needs a price before the work starts.