Working With Work Orders
Nastassia Reicher avatar
Written by Nastassia Reicher
Updated over a week ago

What is a Work Order?

A Work Order is a document that provides all the information regarding a project. This includes a breakdown of the painting hours needed for each surface and all related notes.


How do I find my Work Order?

Click the Work Order tab at the top of your estimate. It will generate at the same time as you are building your estimate.

There will be a breakdown of the total number of hours it will take to complete each area of the project, along with the individual surfaces.


Hours Display Preferences

  • You can edit the total number of hours by clicking on “Total Hours” and updating the hours.

  • You can also toggle off the individual hours of each surface from showing.


Adding Crew Notes

Crew notes are great for communicating information with your production team. These notes will not show to the customer on the estimate.

You can add notes in three different places:

1. At the top of the Work Order: Click the Edit Crew Note button and add in your note.

2. On specific areas (like rooms or spaces): Click on the area and select the add notes button along the bottom. Type your note in the Crew Note box.

3. On individual surfaces: Click on a surface, scroll down to the crew note box, and add your note there. This can be done from the estimate or work order!


Downloading Work Orders

To download your work order as a PDF, click the drop-down arrow beside the send button and choose 'Download Work Order.'


Sharing Work Orders

There are a couple of different ways you can share work orders with your team. See below:

1. By Email or Text: Click the Send button and then email or text the work order.

2. Share the work order link with your team. Click the drop-down arrow beside the send button and choose Copy Work Order Link, then provide that URL to your team.

3. Click the drop-down arrow beside the send button and choose 'Download Work Order' - this will download as a PDF that you can then share with your team.


Layout & Options

If you would like any of the following options enabled, please contact our support team.

  • Your crew notes to be highlighted in yellow

  • Your work to show in a single column as opposed to the default 2-column layout.

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