The shape of one
A work order names what is being done, for whom, by when, by whom, and what state it is in. It carries the messages exchanged about it and the files produced. That is deliberately less structure than a project — the client is looking at it, and a client does not want a work breakdown.
Work orders
86 open · 14 awaiting client
| Work order | Client | Owner | Due | State |
|---|---|---|---|---|
| Quarterly content — April | Meridian Group | Tom | 18 Apr | In progress |
| Site audit | Coastline Ltd | Priya | 12 Apr | Awaiting client |
| Brand refresh | Acme Inc | Dana | 30 Apr | In progress |
| Onboarding setup | Fielding & Co | Sam | 9 Apr | Overdue |
| March report | Harbour Logistics | Tom | 2 Apr | Delivered |
Awaiting client
The most useful state in the module. Work blocked on the client is invisible in most systems, which means it silently becomes your delay in the client's memory. Making it an explicit state, visible to both sides, changes that conversation entirely — and the list of work orders awaiting client input is the single most valuable report here.
- Use it whenever you genuinely cannot proceed, and be specific about what you need.
- Use a form when what you need is structured — it collects the answer rather than starting a thread.
- Review the list weekly. A work order awaiting client for a month is a commercial conversation, not a delivery one.
What the client sees
The client sees their own work orders with the state, the due date, the messages and the delivered files. They do not see your internal notes, your costs, or anybody else's work.
Messages on a work order are client-visible by default. The internal conversation belongs in Chat or on the internal notes, not in the thread the client is watching.
What this does not do
Work orders do not record hours.
One work order does not block another.
A client can comment; there is no formal approve/reject gate.
Delivery and billing are separate steps.
Questions
Can a work order span two clients?
No. One client each.
Can we template recurring work?
Yes, through Services.
Do clients get notified?
Yes, on state changes and messages.
Related
Collecting structured information from clients in the erp.io Client Portal, and why a form beats an email thread for anything you will need twice.
Clients and brandsCompanies and brands in the erp.io Client Portal — how a brand decides which address a client signs in at, and the failure that signs somebody into the wrong one.