Work order template

Capture a job from request to sign-off: what to do, where, who does it, time spent and materials used.

Use it on screen
Work order templateRequestAssignmentOn the jobClose🛠️
How to use itCreate one work order per job. The technician records time and materials on site, and the customer or supervisor signs when the work is complete.

Where the work order template fits

A work order connects the request, the person doing the job and the bill. Without one, time and materials leak between the job and the invoice.

Recording start and finish times per job also shows which jobs take longer than quoted.

16 items. Fill it in on screen or print a copy.

Request

Assignment

On the job

Close

How to use the work order template step by step

  1. Number work orders in sequence.
  2. Write the description in the customer’s words.
  3. Record times on site, not from memory.
  4. Check materials against stock.
  5. Bill from the signed work order.

The work order at one business

A property maintenance company receives a request about a leaking kitchen faucet. Work order 1187 assigns a technician for Thursday at 10 am. He records arrival at 10:05, finish at 10:50, one cartridge used, and gets the tenant’s signature. The office bills 45 minutes and the part.

Why it matters

A work order links labor and parts to one job, which supports billing and parts costing. For rentals, a dated record also shows when a tenant’s repair request was handled, which matters under state landlord repair laws.

A filled-in work order

Work order WO 2054, Nov 4
Customer and access Unit 3B, tenant Grace; key in office, dog in back room
Problem Bathroom exhaust fan loud, then stopped
Priority Routine, due within 5 days
Assigned Marcus, Nov 6, 1 pm
On the job 1:10 to 1:55 pm, fan motor replaced
Parts 1 fan motor, 2 wire nuts

Midtown Property Care in Kansas City writes the dog in the access notes so Marcus does not open the wrong door. Arrival and finish times give billing exactly 45 minutes.

Frequent work order mistakes

Customizing the work order

Property managementAdd unit number, tenant contact and whether the tenant must be present, and note any entry notice given.
In-house maintenance teamsReplace the customer field with department and cost center, and track downtime for the equipment involved.
Pro tipAsk technicians to photograph the equipment nameplate on the first visit. The model and serial number save a second trip for the wrong part.

What people ask about the work order template

Paper or digital?

Either. Digital makes billing faster.

Who signs?

The customer or the supervisor.

Should travel time be recorded?

Yes, if you bill it or pay it.

How is it different from an invoice?

The work order records the job; the invoice bills it.

What is the difference between a work order and a purchase order?

A purchase order is a buyer’s commitment to buy goods or services at a stated price. A work order tells a technician or crew what job to do, where and when, and records what was actually done. One job can have a customer’s PO number written on the work order.

How should work order priority levels be set?

Define each level by response time and examples: emergency for active leaks or safety hazards, urgent for loss of heat or a broken lock, routine for a dripping tap. Put the target response time next to each level. Without examples, almost every request gets marked urgent.

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General information to adapt to your business. Examples on this page are fictional.