There are two features where you can export your work order into a PDF file or print the work order. One method, involves accessing the Work Order "List" tab; please see Work Order List page for more information on how to access this page.
Once you are on the "List" tab there are two different ways you can access your PDF work order:
Click on the PDF button
Click on the Individual Actions and select the "View Work Order PDF" option from the drop-down
Click on the Individual Actions button and select the "View Work Order & Invoice PDF" option from the drop-down.
Click on the Individual Actions button and select the "Export Pick List" option to export a PDF copy of the work order's pick list.
Click on the Individual Actions and select the "Send Email With PDF" option from the drop-down:
- Please note that there are many ways that you can access the View Work Order pop-up window. Please see the View Work Order page for the different ways that you can open the View Work Order pop-up window.
Once you export your work order into a PDF, open the downloaded file from your downloads folder.
Your work order PDF will display your company image, any parts or services that will be used for the work order, a line where the customer can sign, and more.
Users in the field can include images of any work that needs to be performed and any work that has been performed in the work order PDF:
The image for your company logo will be displayed here; want to use another logo for your company? Please see Account Settings for further instructions
Displays your company name and address
Displays the user in charge of the work order, the date that the work order will be performed, and the work order ID
Displays the customer and address
Displays the bill to customer's name and address
A signature area for the customer to grant the user approval to perform the services detailed in the work order
Displays the itemized list of all the services and parts performed for the work order. Also, includes an area for the customer's approval signature
Displays the closing salutation for your work order and a smaller image of your company logo
Note: Please note that unlike the quote or invoice PDF, the generic work order template does not include any pricing information.
MobiWork also offers additional custom options for your PDF work order. Please contact our Sales Team to get price estimates.
The image below is an example of a customized work order PDF that MobiWork can personalize for your company:
When you select the "Export Pick List" you will be able to export your work order data (e.g., summary data, customer information, work order history, etc.) to a PDF document:
The Pick List PDF will have the following information:
Summary Information regarding the work order (i.e., Work Order ID, Work Order Title, Status, and Creation Date)
Customer name and contact information
The assigned user and contact information
The location of the work order
Any notes related to the work order
The work order history
To send your customer a PDF copy of the work order to sign, you must first be on the View Work Order pop-up window. Once you are on this pop-up window, click on the Individual Actions button in the upper right corner.
From the drop-down, select the "Send Email With PDF" option:
You will then be redirected to the Send Work Order page. On this page, input the recipient email address, the subject, and the email message. Once you are satisfied with your message, click the Send button:
