Microsoft Word Template - Work Orders

Default Template

Field Use Word Template

Default Word Document: WOFieldUse.dot
Upload Feature Category: Work Order

Proposal Word Template With Estimated Rates

Default Word Document: WOProposalEst.dot
Upload Feature Category: Work Order

Proposal Word Template With Actual Rates

Default Word Document: WOProposalActual.dot
Upload Feature Category: Work Order


Important Things To Know Regarding Bookmarks and Mail Merge Fields

  • All Bookmarks and Mail Merge Fields are optional.
  • Bookmarks can be repeated with no limit on the number of times. Examples:
    • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
    • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX

Bookmarks - General Project Information

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax

Bookmarks - Project Bid Date, Plan Room Info, Estimated Dates, and Stakeholders

  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress

Bookmarks and Mail Merge Table Options - Project Classifications

Click here for options.


Bookmarks - 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

Bookmarks - 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

Bookmarks - 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

Bookmarks - Work Order - General Information

  • WOIssueDate
  • WONumber
  • WOSubject
  • WOType
  • WODescription
  • WOInclusions
  • WOExclusions
  • WOClarifications

Bookmarks - Work Order - Reference Fields

  • WORefPrimeContract
  • WORefCO
  • WORefSubcontract
  • WORefSCO
  • WORefDrawing
  • WORefLocation
  • WORefSpecSection
  • WORefOther

Bookmarks - Work Order - Status Information

  • WOStatus
  • WOStatusDate
  • WOBillableStatus
  • WOClosed

Bookmarks - Work Order - Estimated Financial and Hour Totals

Cost Totals do not include markups such as profit or fee.

  • WOEstCostSubtotal
  • WOEstCostTaxTotal
  • WOEstCostTotal
  • WOEstSellSubtotal
  • WOEstSellTaxTotal
  • WOEstSellTotal
  • WOEstLbrHours
  • WOEstEqpHours

Bookmarks - Work Order - Actual Financial and Hour Totals

Cost Totals do not include markups such as profit or fee.

  • WOCostSubtotal
  • WOCostTaxTotal
  • WOCostTotal
  • WOSellSubtotal
  • WOSellTaxTotal
  • WOSellTotal
  • WOLbrHours
  • WOEqpHours

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:

Cost Totals do not include markups such as profit or fee.

  • EstItemQuantity
  • EstItemUnitCost
  • EstItemCostSubtotal
  • EstItemCostTaxTotal
  • EstItemCostTotal
  • EstItemUnitPrice
  • EstItemPriceSubtotal
  • EstItemPriceTaxTotal
  • EstItemPriceTotal

Actual Values:

Cost Totals do not include markups such as profit or fee.

  • ItemQuantity
  • ItemUnitCost
  • ItemCostSubtotal
  • ItemCostTaxTotal
  • ItemCostTotal
  • ItemUnitPrice
  • ItemPriceSubtotal
  • ItemPriceTaxTotal
  • ItemPriceTotal

Mail Merge Table - Linked Documents and Images

Only linked files and images that have grant access checked will be shown in the report.

Linked Documents Listing

Merge Table Start and End Tags: LinkedDocuments

Merge Fields:

  • DocumentName
  • DocumentDescription
  • DocumentUploadedBy
  • DocumentUploadDate

Linked Images Listing

Merge Table Start and End Tags: LinkedImages

Merge Fields:

  • DocumentName
  • DocumentDescription
  • DocumentUploadedBy
  • DocumentUploadDate
  • DocumentImage

Example Microsoft Word Template Showing Both Mail Merge Table Options