General Project Work Order (With Deposit)

This work order sets out a clear framework for engaging a company to deliver a defined project or service. It establishes the scope, an estimated delivery date, and core rights and duties. Ownership provisions assign the company all intellectual property in its proprietary components, while the customer retains IP it supplies.

Compensation terms require payment of the stated total; if the customer fails to pay, the company may terminate, remove the project from public access, or pursue legal action. The limited warranty promises conformity to specifications and limits remedies to correction or refund, making it important to define the specifications and any warranty provision, such as warranty work timing or whether a manufacturer's warranty, builder's warranty, extended warranty, third-party warranty, or optional warranty applies.

For operational control, many firms pair this work order with a change order and a change order procedure. This is vital for job order contracting (JOC), prime contracting/modification situations, and projects where materials incorporated into the work or an alteration threshold can trigger scope shifts. Examples include a software build needing added integrations, a facilities maintenance JOC task needing a change order, or a retailer rollout where a subcontractor is added midstream.

Where taxes apply, businesses often add a separate line item for tax and internal references to transaction privilege tax (TPT), TPT license, gross receipts, materials tax, labor taxable, retail equivalent, retail TPT equivalent, deduction code 681, tax factoring, and how to report gross receipts or deduct amounts paid to subcontractors. Some organizations track materials purchased out-of-state, out-of-state contractor issues, out-of-state project logistics, and use tools like an evaluation worksheet, evaluating mixed construction contracts worksheet, MRRA credit summary workbook, affidavit of retail TPT equivalent paid, form 5005, or form 5088-MRRA. Certain industries also address annual bond exemption and grounds for withholding payment.

If used by a licensed contractor, add references to business license, contractors board requirements, contractor license and contractor license application, contractor bond, contractor bond requirement, general liability insurance, workers' compensation insurance or exemption from workers' compensation, bond of qualifying individual, certification of work experience, contractor qualification experience, qualifying individual, application for original contractor license, application for additional classification, joint venture license, home improvement registration, registered HIS/home improvement salesperson, license renewal, application to inactivate contractor's license, request for certified license history, request for certificate of non-license, asbestos certification, hazardous substance removal, disciplinary action, disciplinary actions against licensee, consumer complaint form, and dispute resolution.

Proposal Kit can streamline writing by using document assembly, automated line-item quoting, an AI Writer to build supporting documents, and an extensive template library. These tools make it easier to adapt this work order for software builds, JOC task orders, retail installations, or prime contractor/subcontractor engagements while maintaining consistency and ease of use.

Beyond scope, IP, and payment, businesses should clarify labor roles up front. The work order can state the contracting classification of each party (prime contractor, subcontractor, or independent contractor) to align insurance, safety, and tax reporting. If independent contractor personnel are used, include representations on control, tools, and oversight to reduce misclassification risk.

Procurement teams may also require the contractor's transaction privilege tax license and business license to appear on the face of the work order, with a separate line showing tax handling. Where warranties apply, the document can flag whether extended warranties with a non-taxable status may apply under the customer's tax policy, and whether the work involves a manufacturer's warranty or optional warranty coverage.

Proposal Kit helps operationalize these additions by assembling consistent clauses for contracting classification, independent contractor disclosures, and line-item tax treatments tied to a transaction privilege tax license. Teams can configure automated line-item quoting for labor and materials, then use the AI Writer and the template library to generate supporting schedules, change orders, and warranty exhibits. This reduces rework and speeds approvals for software builds, facilities maintenance, retail deployments, and other service engagements while improving clarity for finance and compliance.

Further strengthen this work order by defining acceptance criteria and a sign-off process. Tie delivery to measurable milestones, a target platform support matrix, and a final acceptance checklist. This reduces ambiguity created by the estimated delivery date and the limited warranty.

Specify how punch-list items and warranty work are handled after acceptance and clarify whether a builder's warranty, manufacturer's warranty, or optional warranty applies. Note that when extended warranties are not taxable, they may be treated separately from the taxable product price.

Clarify payment structures beyond the lump sum. If a deposit or progress billing is used, outline milestones, retainage, and grounds for withholding payment tied to performance. Add a separate line item for tax and state how you will report gross receipts, whether labor is labor taxable in your jurisdiction, and how materials tax is computed.

If you operate under transaction privilege tax, reference the company's transaction privilege tax license and, where relevant, deduction code 681 to deduct amounts paid to subcontractors. For mixed activities, keep internal workpapers such as an evaluation worksheet, evaluating mixed construction contracts worksheet, or MRRA credit summary workbook, and retain affidavits or forms (for example, affidavit of retail TPT equivalent paid, form 5005, or form 5088-MRRA) when materials purchased out-of-state, an out-of-state contractor, or an out-of-state project is involved. Document tax factoring and retail equivalent calculations to support audits.

Address roles and delivery mechanics. State the contracting classification of each party (prime contractor, subcontractor, independent contractor). Confirm that any subcontracting does not violate the no-assignment clause.

For regulated trades, include contractor qualification disclosures, contractor bond and general liability insurance details, workers' compensation insurance or exemption from workers' compensation, and any special certifications (such as asbestos certification or hazardous substance removal). Identify the qualifying individual and confirm current license and license renewal status with the contractors board; for complex teams, note any joint venture license.

Proposal Kit can help teams assemble these topics quickly by generating consistent work orders with linked change orders, acceptance forms, warranty exhibits, tax schedules, and subcontractor disclosures. Its document assembly, automated line-item quoting, AI Writer for supporting documents, and template library support faster approvals and clearer expectations across software, facilities, and retail deployment projects.

Writing the General Project Work Order (With Deposit) document - The Narrative

How to Build a Legal Contract with Proposal Kit

This video illustrates how to create a legal contract using the Proposal Pack Wizard software. It also shows how to create a proposal with an invoice and contract at the same time.