Work order template with customer sign-off

The job sheet for trades, maintenance and field service: what to do, where, and a signature from the customer when it is done.

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Get it signed on site

Open this page on a phone or tablet at the job, fill in the work done, and hand the device to the customer to draw their signature in Customer sign-off. The signed work order records that the job was completed to their satisfaction, and it’s the best evidence you have if the invoice is questioned later.

Back at the van, press Turn into: Invoice to bill parts and labour without retyping.

Questions

What is the difference between a work order and a purchase order?

A work order describes a job to be performed (internal or for a customer). A purchase order is a buyer’s order for goods or services from a supplier.

Can the customer sign on my phone?

Yes. Switch the Customer sign-off box to Draw and they can sign with a finger.