What is the difference between a Work Order and a job?
A Work Order captures the opportunity, service need, scope, and estimate. A job represents work that is ready to be scheduled or performed.
Work Order intake and pricing
Work order software that keeps scope, pricing, and the next step together.
Record a call, text, referral, repeat request, or website inquiry as a Work Order tied to the customer and job site. Keep the service need, urgency, source, timing, notes, photos, and estimate details together.
A Work Order is more than a printable form
In FieldCRM, the Work Order is the operating record between a customer request and the eventual quote or job. It gives the owner one place to qualify the opportunity, understand the site, price the work, and decide what should happen next.
Capture the request once
The details used for pricing and follow-through stay attached instead of being retyped later.
Customer and service location
Service type, scope, and urgency
Lead source and expected timing
Notes, photos, and supporting files
Estimate line items and value
Status, quote decision, and next action
Move each Work Order through a clear decision path
The owner controls each transition, while the record preserves the context behind it.
Record and qualify the work
Create the customer or select an existing one, choose the job site, and capture what is needed, when, and why.
Build the estimate inside the Work Order
Add scope and line items so the price remains connected to the original service need and site context.
Send the customer-facing quote
When the owner is ready, send the connected quote and keep the approval, decline, notes, and decision time with the record.
Turn approved work into a job
Create and schedule the job without losing the customer, location, pricing, or decision history that came before it.
Know the difference between a Work Order and a job
A Work Order captures and prices the opportunity. A job tracks work that is ready to perform. Keeping both connected makes the handoff visible without treating every inquiry like scheduled work.
- Separate new opportunities from scheduled jobs
- Keep estimate pricing beside the original scope
- See whether the customer has decided
- Preserve the full Work Order in customer history
Control and trust
Nothing moves without an owner decision
FieldCRM does not automatically dispatch, assign, send, or schedule a Work Order. The owner chooses when to send a quote and when approved work is ready to become a job.
Work order software questions
Can a Work Order include estimate pricing?
Yes. FieldCRM keeps estimate scope and line items inside the Work Order so the customer quote stays connected to the original request.
Does FieldCRM automatically send or schedule a Work Order?
No. Sending the quote and creating or scheduling the job require an explicit owner action.
Does the Work Order remain in customer history?
Yes. Its customer, job site, scope, estimate, quote decision, and related job context remain connected for future reference.
See what comes before and after the Work Order
Connect customer history through estimate and quote decisions, then track the approved job through completion.
Field service CRM
Keep the customer, the work, the money, and the next action connected.
See solutionJob tracking software
See which work is ready, scheduled, underway, delayed, or completed.
See solutionEstimate and quote software
Price the work, present it clearly, and keep the customer decision attached.
See solutionExamples by business type
Give every new request a clear next step.
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