Work orders Microsoft Word template
Related information
Related topics
Default template and upload category
Field use Word template:
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Default Microsoft Word template: WOFieldUse.dot
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Upload feature category: Work Order
Proposal Word template with estimated rates:
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Default Microsoft Word template: WOProposalEst.dot
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Upload feature category: Work Order
Proposal Word template with actual rates:
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Default Microsoft Word template: WOProposalActual.dot
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Upload feature category: Work Order
About bookmarks and mail merge fields
- All bookmarks and mail merge fields are optional.
- There's no limit on the number of times that bookmarks can be repeated. For example:
- CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
- ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.
Bookmarks
General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
Work order issued by company / contact
- IssuedByPrefix
- IssuedByFirstName
- IssuedByMiddleName
- IssuedByLastName
- IssuedBySuffix
- IssuedByContact
- IssuedByTitle
- IssuedByMobilePhone
- IssuedByEmail
- IssuedByCompanyCode
- IssuedByCompany
- IssuedByAddress1
- IssuedByAddress2
- IssuedByCity
- IssuedByState
- IssuedByZipCode
- IssuedByCountry
- IssuedByPhone
- IssuedByPhone2
- IssuedByFax
- IssuedByWebsite
- IssuedByGovTaxID
Work order issued to company / contact
- IssuedToPrefix
- IssuedToFirstName
- IssuedToMiddleName
- IssuedToLastName
- IssuedToSuffix
- IssuedToContact
- IssuedToTitle
- IssuedToMobilePhone
- IssuedToEmail
- IssuedToCompanyCode
- IssuedToCompany
- IssuedToAddress1
- IssuedToAddress2
- IssuedToCity
- IssuedToState
- IssuedToZipCode
- IssuedToCountry
- IssuedToPhone
- IssuedToPhone2
- IssuedToFax
- IssuedToWebsite
- IssuedToGovTaxID
Date and comment fields:
- IssuedToDate
- IssuedToIssuingComments
- IssuedToPostCompletionComments
Work order reviewed by company / contact
- ReviewedByPrefix
- ReviewedByFirstName
- ReviewedByMiddleName
- ReviewedByLastName
- ReviewedBySuffix
- ReviewedByContact
- ReviewedByTitle
- ReviewedByMobilePhone
- ReviewedByEmail
- ReviewedByCompanyCode
- ReviewedByCompany
- ReviewedByAddress1
- ReviewedByAddress2
- ReviewedByCity
- ReviewedByState
- ReviewedByZipCode
- ReviewedByCountry
- ReviewedByPhone
- ReviewedByPhone2
- ReviewedByFax
- ReviewedByWebsite
- ReviewedByGovTaxID
Date and comment fields:
- ReviewedByDateReviewed
- ReviewedByComments
Work order general information
- WOIssueDate
- WONumber
- WOSubject
- WOType
- WODescription
- WOInclusions
- WOExclusions
- WOClarifications
Work order reference fields
- WORefPrimeContract
- WORefCO
- WORefSubcontract
- WORefSCO
- WORefDrawing
- WORefLocation
- WORefSpecSection
- WORefOther
Work order status information
- WOStatus
- WOStatusDate
- WOBillableStatus
- WOClosed
Work order estimated financial and hour totals
- WOEstCostSubtotal
- WOEstCostTaxTotal
- WOEstCostTotal
- WOEstSellSubtotal
- WOEstSellTaxTotal
- WOEstSellTotal
- WOEstLbrHours
- WOEstEqpHours
Cost totals do not include markups such as profit or fee.
Work order actual financial and hour totals
- WOCostSubtotal
- WOCostTaxTotal
- WOCostTotal
- WOSellSubtotal
- WOSellTaxTotal
- WOSellTotal
- WOLbrHours
- WOEqpHours
Cost totals do not include markups such as profit or fee.
Mail merge table
Work order items
Merge table start and end tags: WOItems
- ItemNumber
- ItemCode
- ItemUPC
- ItemManufacturer
- ItemManufacturerPartNumber
- ItemDescription
- ItemUnit
- ItemCostCode
- ItemCostResource
- ItemTaxCode
Estimated values
- EstItemQuantity
- EstItemUnitCost
- EstItemCostSubtotal
- EstItemCostTaxTotal
- EstItemCostTotal
- EstItemUnitPrice
- EstItemPriceSubtotal
- EstItemPriceTaxTotal
- EstItemPriceTotal
Cost totals do not include markups such as profit or fee.
Actual values
- ItemQuantity
- ItemUnitCost
- ItemCostSubtotal
- ItemCostTaxTotal
- ItemCostTotal
- ItemUnitPrice
- ItemPriceSubtotal
- ItemPriceTaxTotal
- ItemPriceTotal
Cost totals do not include markups such as profit or fee.