Work Order — The Helping Company

Customer & Job

Customer Name

Job Address

Phone

Job Summary — prints across the top

Date of install

Squares / units (SQ)

Type of install

Total labor paid for this job

Print the labor total on the PDF

Leave the box unchecked and the number stays here — it will not appear on anything the crew or the homeowner sees.

Important — Crew Must Know

Printed inside a red box at the top of the PDF, right under the customer info — impossible to miss.

Install Instructions

Print the Spanish translation On: every instruction prints twice, side by side. Off: one full-width English column, and the Spanish boxes here get out of the way. Remembered for the next work order.

Anything else — English

Lo mismo en español — optional

Line 1 English pairs with line 1 Spanish, line 2 with line 2, and so on. Leave the Spanish box empty and those lines print in English only.

For the Subcontractor

Brief description the crew will see

Prints in its own box near the top of the work order, and is sent to the sub's portal when you schedule. Edit it as much as you like before producing the PDF.

Work Order PDF

By default THC builds the crew’s PDF from what you have filled in above. If you wrote the work order somewhere else — Claude, ChatGPT, a scanned page — upload it here and the crew gets that file instead.

Scope Checklist

Search the library

Items on this work order

Photos

Upload from this device, or pull photos straight from the linked JobNimbus job above.

Schedule This Work Order

First day

Last day

Start time

Crew / Employee

First day is the same field as Date of install at the top — changing one changes both.

Adds this to the Production Scheduler and, once a crew is assigned, to that crew's own sub portal — same as any other scheduled job.