How to Create a Scope of Works Document

Steps:

1. Navigate to your estimate and select Build Job Form.

2. In the Build Job Form from Estimate window, select the appropriate Form Template. In this case, select Scope of Works.

3. Toggle the relevant pricing and item fields as needed, then select Build Job Form.

4. The build form can now be viewed and edited under the Forms menu.

4. Once you're happy with the document, select Generate PDF. The Scope of Works document will now appear under Documents.

FAQ

Where do the client details and pricing come from? They're pulled directly from the estimate you built the form from: client name, site address, contact details, and each priced item under its scope location.

Can I edit the document before generating the PDF? Yes, the form opens in a rich text editor under Forms, so you can adjust wording, formatting, or content before selecting Generate PDF.

What's the difference between "Scope of Works" and "Scope Of Works Agreement" in the Form Template list? Both are separate templates available from the same dropdown. Make sure you select the one that matches what you're actually creating, this article covers the Scope of Works template.

Can I make changes after generating the PDF? Yes. The form remains editable under Forms, make your changes and generate the PDF again to update the version under Documents.