--- title: Work Orders description: Work orders take the signed items from a quote and transfer them into a project plan for staff or sub-trades. --- [Skip to content](https://support.sumoquote.com/work-orders#main-content) English Show submenu for translations [More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en) ![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.sumoquote.com/kb-tickets/new) - Go to www.sumoquote.com Go to www.sumoquote.com How can we help you? - There are no suggestions because the search field is empty. 1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en) 2. [Financials](https://support.sumoquote.com/financials?hsLang=en) 3. [Orders](https://support.sumoquote.com/financials?hsLang=en#orders) # Work Orders ## Work orders take the signed items from a quote and transfer them into a project plan for staff or sub-trades. ### Creating a Work Order Layout #### Create a Work Order Layout 1. Go to **Configuration** > **Account Settings** > **Layouts** > **Orders** 2. Copy an existing layout by clicking on the **duplicate** icon, or click on **Create layout** to start a new order from scratch. 3. Edit the individual pages to create your standard work order: 1. Create a skeleton **Scope of Work** that you can customize further later. 2. **Inspection images** will be auto-populated from your signed report. 3. **Materials** will be auto-populated from your signed report, but you can add sections and notes particular to your work order. 4. Click on **Add** to **Add Custom Page** or **Add Materials Page** to your layout. 4. **Exclude** or toggle off any pages you don't want in your layout. 5. Once you have completed your layout, click on **Publish** at the top of the page to save. 👍 **Click on Layout Settings to show item names or item descriptions** This selection will determine how your pricelist items show up on your **Materials** page: - **Item Names** will show whatever is in the **Name** field of your pricelist item. - **Item Descriptions** will show whatever is in the **Description** field of your pricelist item. ### Sending a Work Order #### Send a Work Order 1. Open your won project, and on the report that has been signed, click on **Create Order**. 2. Select **Standard PDF order** to use your default order layout, or **Standard PDF order from layout** to select the order layout you wish to use. 3. Rename your order by clicking on the pencil icon in the top left corner. 4. Review each page and make adjustments as necessary. 5. Review your **Materials** page: 1. **Delete** line items or sections to remove them from your order completely by clicking on the **red trashcan**. This action cannot be undone. 2. **Exclude** line items or sections by toggling them on or off. This will remove them from what your distributor will see. 3. **Add Notes** or **Add section** as necessary. 6. When you are ready to send your order, click on **Review and Share**. 7. Review order and then click **Send Order**. 1. Add email addresses. Multiple emails can be added, simple separate email addresses with a comma. 2. Add a note for your distributor. 3. Click **Send Order** when complete. #### View Orders that have been Started or Sent 1. Open a won project with a signed report. 2. On the **Project details home page** under the report name and the signature information, you will see how many orders are associated with your report. Click on **View**. 3. You can **edit**, **duplicate** or **delete** your order by selecting the icon on the right. 4. You can view the submission history by clicking on the **down arrow** on the right beside the icons. 5. 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