Send the crew out knowing exactly what to build
Once a job is won, create its work order in a click — the customer, site address, and job number are already on it. Add the scope, the line items, the crew, and site instructions, then print or PDF a clean, branded sheet. No more calling the office from the driveway to ask what shingle goes on this roof.
- Customer, site address, and job number filled in from the job
- Pick the crew — its lead installer prints on the order
- Site notes and gate codes travel with the order
Everything the crew needs, nothing they don't
One order that replaces the whiteboard, the group text, and the crumpled sheet on the dash.
Started from the won job
Create the work order from the won proposal or the job card, and the customer, site address, and job number are already on it — no retyping into a second system.
Clear scope of work
Spell out the tear-off, the layers, the flashing, and the details so the crew builds it right the first time.
Itemized work list
List each material, labor item, and piece of equipment with quantities and details — and choose whether the crew sees your costs.
Install date on the calendar
Set the install date and it lands on your calendar, linked to the job, so the office sees every install at a glance.
Crew assignment
Keep a list of your crews and their leads, pick one for each order, and the crew and lead print right on it.
Site notes and access
Gate codes, dumpster placement, and the material drop spot go in the instructions, with reusable templates for the notes you write every time.
Up and running in three steps
- 01
Win the job
Create the work order from the won proposal or the job card, and the customer and site address fill themselves in.
- 02
Assign and add notes
Pick the crew, add the scope and line items, and drop gate codes and site notes into the instructions.
- 03
Dispatch to the crew
Print it or save it as a PDF and send it to the crew, so they show up knowing exactly what to build.
Pairs perfectly with
Proposals
Beautiful good/better/best proposals with photos, financing, and online e-signature.
Material Ordering
Start the order from the proposal's line items — then send your supplier a clean PDF.
Scheduling
Customer-facing booking pages that let homeowners pick an open slot and land it on your calendar.
Ready to put Work Orders to work?
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