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Simple Work Order Template

This article explains the Simple Work Order template in plain language so it is easy to adapt for field technicians and service teams.

Overview​

The template creates a job-sheet PDF for a Work Order by merging core Work Order fields and related records (contact, asset, owner, line items). Use this guide to choose which fields to show on the PDF.

Quick reference​

  • Setup name: Simple WorkOrder
  • Template name: Simple WorkOrder
  • Output file type: pdf

Download Template​

📥 Download Simple WorkOrder Template

What this template does​

Produces a concise PDF job sheet containing work order details, asset information, assigned contact, and line items.

Adapting this template

Show only the fields technicians need on-site (job description, start/end dates, contact phone). Keep the layout simple for readability.

Data items​

  • Work Order — primary record (work order number, dates, status, description)
  • Contact — contact assigned to the work order (name, phone)
  • Asset — related asset details (name, serial number)
  • Work Order Lines — tasks or line items
  • Owner — user who owns the work order (name, title)

Adjust the fields you display to match what technicians or stakeholders need to see on the PDF.

Practical example (how to use)​

  1. Import the template bundle into Viewer.
  2. Ensure the Simple WorkOrder setup is active for the WorkOrder object.
  3. Generate a PDF for a Work Order record and confirm the layout shows the job details, asset, and line items.

Example: generate a PDF for Work Order 0WO... and check the job description, start/end dates, and assigned contact appear as expected.

Best practices​

  • Keep the PDF layout clear and focused on the information technicians need on-site.
  • Test with real work orders that include assets and line items to validate formatting.