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A work order specifies what work is to be completed and provides details such as pricing, materials used, taxes, payment terms, and contact information.
These phases can be broken down into six steps, including task identification, requesting a work order, scheduling the work order, assigning and completing the work order, documenting and closing the work order, and analyzing the work order to help improve the process for next time.
Here are the most important components of a work order form: Title and description of the task. Name of the customer or business requesting the task. Name of the assigned worker and contact information. Time frame for completion. Priority. Necessary tools or support for completion.
What are the standard steps in a work order process? Problem/task identification. ... Create a new work order. ... Approve and prioritize the work order. ... Assign the work order to the appropriate technician. ... Complete and close out the work order. ... Review the work order and follow up if needed. ... Use software to track work orders.
What information must a work order include? Customer name. This one is a given. ... Technician performing the work. This is helpful for both the contractor's office and the customer. ... Work Start & End Date. ... Parts Needed or Description of Work. ... Labor Costs. ... Payment Terms. ... Work Order Number. ... Repair Work Orders.