“Work Orders” or “Tickets” are forms that specify a task to be carried out by a team member or contractor, when and where it needs to be done, what materials and labor is needed to achieve it, and who the key people to contact are. Often work can’t start until the Work Order is authorized, and they can form part of a contract with a customer or supplier.
Work Orders provide teams with clarity on their tasks, and help leaders understand how to schedule their team’s time, and become a record of the work that’s been delivered.They allow teams to deliver work successfully while they’re away from their leaders. By collecting all the information about a task at hand in one easy to understand document that follows a piece of work through to completion, you’ll be keeping everyone on the same page and communicating expectations clearly.
First, you’ll want all the relevant parties identified; the person organising the work, the person doing the work, and who the work is being done for. It’s best to collect their contact details on the Work Order so questions and concerns can be communicated and resolved quickly. You’ll want to document the required labor and materials for a task, and have those costs approved before work begins. Once the task is completed, the Work Order should capture a record of the customer reviewing and approving the result.
Work Orders are typically created by project managers and teammates taking clients’ requests. They’re then scheduled and handed over to the teammates and contractors who will be responsible for delivering the work, these teams add what their time & materials requirements will be to deliver the job. Once the Order is approved, the technician is then authorized to start the job and the Order gives them a reference for what to do, and their key points of contact. Once the work is complete, typically the Client will sign it off, turning the Work Order into proof that the task has been completed and can be handed to the teammates responsible for arranging payment.