How to use it
- 1
Add your business once
Enter your business name, address, phone, email and license number. They are saved in this browser, so every new work order starts with your header already filled in.
- 2
Describe the job and the site
Give the order a number, the scheduled date and arrival window, the service type, priority and the assigned technician. Add the customer's contact details, the service address and access notes such as gate codes, pets or parking. Technicians lose more time to missing access details than to almost anything else.
- 3
List the work, tasks, labor and parts
Write what the customer asked for in their words, add equipment make, model and serial number if you have them, then build a short task checklist. Add estimated labor hours and parts. Untick “Show prices” for a field copy the technician carries without rates.
- 4
Print, save as PDF or download Word
Click Print / Save as PDF for a clean single document, or Download Word to get an editable .docx you can change in Word, Google Docs, Pages or LibreOffice. The work order has signature lines for the customer's authorization before work starts and sign-off when it is complete.
Read the method behind this tool: The paperwork every service business needs.