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Print Three Audience Copies of a Work Order

Print or download Counter / Bench / Customer audience-specific copies of a work order PDF.

Print Three Audience Copies of a Work Order

Industry-standard repair-shop pattern: three printed copies of the same work order, each filtered for who’s looking at it. The doc-type picker on /work-orders/[id] lets you Print or Download any of:

  • Counter Copy (full) — everything. What you reference at the front desk.
  • Bench Copy (no customer / price) — what travels with the piece to the workshop / vendor.
  • Customer Copy (no internal notes) — what the customer takes home.

What each copy hides

FieldCounterBenchCustomer
Customer name + address + phone✓hidden✓
Pricing section (labor + tax + total)✓hidden✓
Internal Notes✓✓hidden
Stages — name + status + dates + cert✓✓✓
Stages — vendor name✓✓hidden
Stages — cost✓hiddenhidden
Stages — instructions✓✓hidden
Stages — tracking numbers✓✓hidden

The header on Bench / Customer copies includes a suffix in the title — “WORK ORDER — BENCH COPY” — so it’s obvious at a glance which copy someone is looking at.

Why the splits

  • Customer copy hides Notes — Notes often have staff-only context (“watch out, this customer is picky about polish marks”, “vendor pricing reminder”, etc.) you don’t want the customer to see.
  • Bench copy hides customer info — both for privacy and to keep the workshop focused on the work, not the wallet.
  • Bench copy hides cost — when the slip travels from Vendor A to Vendor B, Vendor B shouldn’t see what Vendor A was paid. That’s pricing leverage you don’t want to give away.
  • Customer copy hides vendor name + cost + instructions on stages — customers see the high-level steps (“Step 1: Soldering — done”) for transparency without exposing your supply chain or margins.

How to print

  1. Open the work order.
  2. Click Print or Download in the header.
  3. The dropdown shows the three audience options.
  4. Pick → the PDF generates with the audience-gated fields.

Filenames reflect the choice:

  • work-order-001234.pdf (counter — also the default if nothing else specified)
  • work-order-001234-bench.pdf
  • work-order-001234-customer.pdf

Existing single-button consumers

If anything else in your workflow downloads / emails the work order PDF without specifying an audience (e.g. the email-attachment flow), it gets the Counter copy. Nothing changes for existing users.

See also

  • Multi-Vendor Stages on a Work Order — the stages mechanism the PDFs show