Understanding Work Order Fields and Scope
A Work Order shows the operational fields needed to deliver a job that started from an Approved Estimate, including Scope of Work and the line items carried over at creation.
Who this is for: Owners or staff who need to read what each Work Order field represents.
Before you begin
Section titled “Before you begin”- Access to view a Work Order in your workspace.
Observed fields
Section titled “Observed fields”Each Work Order includes:
- Work Order number
- Customer
- Service location
- Source Estimate
- Created and updated information
- Status
- Next action
- Scope of Work
- Line items (service, quantity, unit of measure, line total, and line status)
- Scheduled date (when set)
- Assignment (when set)
- Priority
- Directly observed internal workflow information shown on the detail page
Line items and selected customer/property information carry over from the source Estimate at creation. Later edits to one record were not observed to permanently synchronize to the other.
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Open a Work Order detail page and locate the Scope of Work section.
The Scope of Work field describes the work to perform on site.
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Review the Line Items table for services carried over from the Estimate.
Line items show service, quantity, unit of measure, line total, and status for items carried from the Estimate.
Expected result
Section titled “Expected result”You can identify the observed Work Order fields, including Scope of Work and line items, without assuming permanent two-way synchronization with the Estimate.
Warnings and notes
Section titled “Warnings and notes”- This article documents only fields directly observed during capture.
- Invoice and Payment fields are not documented here.
- Deterministic product logic owns financial totals. AI does not own Work Order state or pricing.