Learn how to prepare, review, and share clear field-ready instructions using the information from an accepted Project Estimate.
A Work Order turns an accepted Project Estimate into clear, field-ready instructions for the crew.
It should give the field team the information needed to complete the work correctly, including the scope, quantities, materials, equipment, site instructions, maps, photos, documents, and relevant contacts.
Work Orders and Change Orders follow the same general preparation process in OneCrew.
The main difference is who is responsible for the added cost.
Regardless of the type, the instructions provided to the field team should clearly explain the updated scope, quantities, and job requirements.
Watch this walkthrough to see how to prepare and review a Work Order in OneCrew.
Open the accepted Project in OneCrew.
Click Work Order in the upper-right corner of the Project page.
Review the Project information shown at the top of the Work Order before making any changes.
Use the Work Order Notes field for important information the crew should see immediately.
Appropriate notes may include:
Formatting tools may be available for bold text, lists, underlining, and links.
Work Order Notes appear prominently on the Work Order, so keep them clear, specific, and relevant to the crew.
The Project Log is the internal communication and activity history for the Project. Use it to keep important conversations and supporting information connected to the job.
Use the Project Log to:
When preparing a Work Order or Change Order, use the Log to document important handoff information, unresolved questions, scope changes, or details that another team member needs to review.
The Project Log is for internal communication. Do not use it to send messages to customers.
The Work Order pulls its Services from the accepted Estimate.
Review each Service and confirm that the description is appropriate for the field team. Use the three-dot menu and select Edit when changes are needed.
Update descriptions when necessary to:
Each Service may also include Additional Information from the Service setup. This may contain procedural steps, specifications, disclaimers, or other execution details.
Review that information and include only what is relevant to the work being performed.
A Project may contain multiple Services, but a specific crew may only need information for one Service or phase of work.
Use the Services control to select which Services should appear on the Work Order.
Removing a Service from the Work Order does not remove it from the Project or Estimate. It only prevents that Service from appearing on the Work Order being prepared.
If the selected Services include checklist items, review them and confirm that the applicable items are included.
Some business units may also use separate Project checklists. Follow the process required by your business unit.
If the Project includes a map, confirm that:
Use Load Project Map if the map does not appear automatically.
Use Manage Docs to add relevant Project documents and photos to the Work Order.
The file will not appear on the Work Order.
Use this for photos or images that should appear with a caption or explanation. Review and edit the notes before including the image.
Use this when a file should appear as a separate page at the end of the Work Order. Reorder appended files when needed so they appear in the correct sequence.
Only include documents that are relevant to the crew and the work being performed.
Click View to generate a PDF preview before making the Work Order available.
Confirm that the Work Order includes the correct:
Correct any missing or inaccurate information before continuing.
| Option | Purpose |
|---|---|
| Save | Saves the current Work Order configuration. |
| View | Opens a PDF preview that can be reviewed or printed. |
| Send | Opens an email window and attaches the Work Order as a PDF. |
Save the Work Order after making changes so the latest information is available to the team.
After the Work Order or Change Order has been prepared and the final instructions are confirmed, the Project can continue through scheduling and field execution.
The next Sales training step is Review the Costed Job.