Work Orders

Currently, VISCOM uses Google Docs to write work orders. The work order templates can be found here. In order to create a new invoice, select File > Make a copy… and edit your copy. The first thing you need to do is change the Job Number, which will require you to view the Active Jobs folder in the VISCOM Dropbox.

active jobs folder  

Scroll to the bottom of the list and create a new folder with the next consecutive number and add your Job Title to the folder.

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The number you write in will be your job number. Add that to the top of your work order here:

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Next, replace the sample contact info with that of the client for your project here:

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Now change the first line in the I. SCOPE OF WORK section to reflect, as succinctly as possible, what work VISCOM is proposing to do.

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The next paragraph should be left untouched. The next section is II. CREATIVE ESTIMATE. Edit this to reflect any proposed work and provide a listed price for each item, then provide a cumulative total at the end. This section contains two columns should you need to split the work into two phases. Most projects will probably only need the first column. If this is the case for your project, simply remove the information from the second column and leave it blank.

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After this, change the information in section III. TENTATIVE TIMELINE to reflect how long each stage of the design process should take (research, design, revisions, etc.). This section also contains two columns. If needed, use both. If not, simply leave the second column empty.

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You’re nearly there! The next three sections should be left unchanged. The only thing left to do is change the name beneath the signature line:

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You’re done! Now send Joe a link via email or Google Hangouts so that he can review and suggest any edits or send it off to the client.