How-to guide

How to generate work orders from a CSV

Create field-ready work order PDFs from scheduling rows for service, maintenance, or facilities teams.

20 minute guide

What you'll need

1
Export scheduled jobs
Start from a dispatch schedule that has already been assigned. Create one CSV row per job with work_order_number, client_name, site_address, scheduled_date, technician_name, service_type, task_summary, priority, estimated_hours, and contact_phone. Keep freeform internal notes separate unless the technician truly needs them on the PDF.
2
Map service instructions
Open the work order template and connect the site, schedule, technician, task, priority, estimate, and contact fields. The PDF should answer the technician's first questions quickly: where to go, when to arrive, what to do, who owns the job, and how urgent it is. Add safety or equipment sections only when the information is consistent enough to batch.
3
Preview field conditions
Render several work orders before assigning the full batch. Include rows with long site addresses, urgent priorities, detailed task summaries, and different service types. Check the PDF on the device or paper format your field team actually uses, because a layout that looks fine on a desktop may be awkward in the field.
4
Generate and distribute
Run the final CSV and attach each generated PDF to the matching dispatch record. Send the files to technicians, print packets, or store them for supervisors. Preserve the source CSV with the output so completed work can be reconciled against the original schedule.

How-to guide

Create field-ready work order PDFs from scheduling rows for service, maintenance, or facilities teams.

20 minute guide

1
Export scheduled jobs
Start from a dispatch schedule that has already been assigned. Create one CSV row per job with work_order_number, client_name, site_address, scheduled_date, technician_name, service_type, task_summary, priority, estimated_hours, and contact_phone. Keep freeform internal notes separate unless the technician truly needs them on the PDF.
2
Map service instructions
Open the work order template and connect the site, schedule, technician, task, priority, estimate, and contact fields. The PDF should answer the technician's first questions quickly: where to go, when to arrive, what to do, who owns the job, and how urgent it is. Add safety or equipment sections only when the information is consistent enough to batch.
3
Preview field conditions
Render several work orders before assigning the full batch. Include rows with long site addresses, urgent priorities, detailed task summaries, and different service types. Check the PDF on the device or paper format your field team actually uses, because a layout that looks fine on a desktop may be awkward in the field.
4
Generate and distribute
Run the final CSV and attach each generated PDF to the matching dispatch record. Send the files to technicians, print packets, or store them for supervisors. Preserve the source CSV with the output so completed work can be reconciled against the original schedule.