Work order

Pack 02 · Services & freelance · A4

A practical work order that can travel from account team to site lead without losing control of scope. Each task carries its own acceptance condition, while costs remain capped and auditable.

  1. Task-level acceptance criteria
  2. Schedule, site and client references
  3. Resource commitment and rates
  4. Written change-control rule
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Example data

The data payload this template expects. Generate work order PDFs by POSTing a shape like this to /v1/generate.

sample_data.json
{
  "work_order_number": "WO-FWC-0716",
  "issued_date": "2026-07-10",
  "currency": "USD",
  "provider": {
    "name": "Morrow Lane",
    "initials": "ML"
  },
  "client": {
    "company": "Fieldwork Coffee",
    "contact": "Sofia Alvarez"
  },
  "work": {
    "title": "Retail launch installation",
    "location": "Hayes Street flagship",
    "objective": "Install and commission the autumn campaign environment before public opening, with all customer-facing assets aligned to the approved rollout set."
  },
  "schedule": {
    "start": "2026-08-26",
    "finish": "2026-08-29"
  },
  "client_reference": "PO-88241",
  "site_lead": {
    "name": "Tomas Reed",
    "phone": "+1 415 555 0186",
    "email": "tomas@morrowlane.example"
  },
  "tasks": [
    {
      "name": "Window installation",
      "description": "Vinyl, suspended message panels and lighting alignment.",
      "acceptance": "No bubbles; sightlines approved"
    },
    {
      "name": "Menu system",
      "description": "Replace three menu rails and update price cards.",
      "acceptance": "Prices verified by store lead"
    },
    {
      "name": "Merchandising",
      "description": "Install plinth graphics and product story cards.",
      "acceptance": "Planogram photo signed off"
    },
    {
      "name": "Close-out",
      "description": "Snag, clean, photograph and hand over spare materials.",
      "acceptance": "Punch list at zero"
    }
  ],
  "resources": [
    {
      "name": "Installation crew",
      "detail": "Lead + two installers",
      "commitment": "3 days",
      "quantity": 3,
      "rate": 1850,
      "amount": 5550
    },
    {
      "name": "Production management",
      "detail": "Scheduling and site liaison",
      "commitment": "fixed",
      "quantity": 1,
      "rate": 2400,
      "amount": 2400
    },
    {
      "name": "Local transport",
      "detail": "Two van movements",
      "commitment": "allowance",
      "quantity": 2,
      "rate": 420,
      "amount": 840
    }
  ],
  "subtotal": 8790,
  "expenses_cap": 1200,
  "not_to_exceed": 9990,
  "change_control": "Any change to site dates, artwork or access must be approved in writing before additional time or cost is incurred."
}
generate.sh
curl -X POST https://doclinth.com/v1/generate \
  -H "Authorization: Bearer dl_live_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{"template_id":"YOUR_TEMPLATE_ID","data":{"work_order_number":"WO-FWC-0716","issued_date":"2026-07-10","currency":"USD","provider":{"name":"Morrow Lane","initials":"ML"},"client":{"company":"Fieldwork Coffee","contact":"Sofia Alvarez"},"work":{"title":"Retail launch installation","location":"Hayes Street flagship","objective":"Install and commission the autumn campaign environment before public opening, with all customer-facing assets aligned to the approved rollout set."},"schedule":{"start":"2026-08-26","finish":"2026-08-29"},"client_reference":"PO-88241","site_lead":{"name":"Tomas Reed","phone":"+1 415 555 0186","email":"tomas@morrowlane.example"},"tasks":[{"name":"Window installation","description":"Vinyl, suspended message panels and lighting alignment.","acceptance":"No bubbles; sightlines approved"},{"name":"Menu system","description":"Replace three menu rails and update price cards.","acceptance":"Prices verified by store lead"},{"name":"Merchandising","description":"Install plinth graphics and product story cards.","acceptance":"Planogram photo signed off"},{"name":"Close-out","description":"Snag, clean, photograph and hand over spare materials.","acceptance":"Punch list at zero"}],"resources":[{"name":"Installation crew","detail":"Lead + two installers","commitment":"3 days","quantity":3,"rate":1850,"amount":5550},{"name":"Production management","detail":"Scheduling and site liaison","commitment":"fixed","quantity":1,"rate":2400,"amount":2400},{"name":"Local transport","detail":"Two van movements","commitment":"allowance","quantity":2,"rate":420,"amount":840}],"subtotal":8790,"expenses_cap":1200,"not_to_exceed":9990,"change_control":"Any change to site dates, artwork or access must be approved in writing before additional time or cost is incurred."}}'

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