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.
- Task-level acceptance criteria
- Schedule, site and client references
- Resource commitment and rates
- Written change-control rule
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."}}'Sign up to seed this template and get its template_id.
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