Skip to main content
All CollectionsProposals & Invoices
How to Create and Send Work Orders
How to Create and Send Work Orders

This article will show you how to send work orders to your crew and how to add crew notes to those work orders.

Danielle Walls avatar
Written by Danielle Walls
Updated over a month ago

Work Orders are generated automatically when a Proposal is created. It will include the job address, customer information, and any products/services on the Proposal itself. It will not include any monetary values. You can also add Crew Notes in the Proposal builder that will show up on only the Work Order



1. Navigate to the Proposal

Click on #1128868

2. Click on 'Work Order'

Click on Work Order

3. Send the Work Order via Email or SMS

You can also view the work order and copy the link if you need to send it through a different channel.

Click on View…


Adding Crew Notes

You can add notes that will only be visible to the crew on work orders.

1. Click on 'Notes' at the Bottom of the Proposal Builder

Click on Notes

2. Click on 'Add' Under Crew Notes

Click on Add

3. Add a Note and Click 'Save'

Click on Styles…

4. The Note Will Show up at the Top of the Work Order

Click on Crew Notes

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


Did this answer your question?