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Work order form template

Assign a job, record labour and parts, and get it signed off.

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How to make a work order form

  1. 1

    Check the questions: rename, add or delete any field, or change how it’s answered.

  2. 2

    Add your organisation’s name, a contact line and your logo if you like.

  3. 3

    Choose fillable PDF, printable PDF, Word or HTML, and the paper size.

  4. 4

    Download the work order form and share it, print it or add it to your website.

About this work order form

A work order authorises a job and records how it was done. Electricians, plumbers, AC and appliance technicians, maintenance teams and repair shops use it to describe the work, assign a technician, log labour hours and parts used, and get the customer’s signature on completion.

Once the job is signed off, turn the labour and parts into an invoice with the invoice generator.

What’s on the work order form

The template has 4 sections and 16 questions. Every one can be renamed, moved or deleted.

  • Order details: Work order no.; Date; Customer or requester; Phone; Job location; Priority (choose one: Low, Normal, High, Emergency)
  • Job: Work requested; Assigned to; Scheduled date
  • Labour and parts: Labour table (Technician, Date, Hours, Rate); Parts table (Part, Part no., Qty, Unit cost)
  • Completion: Work performed; Status (choose one: Completed, Partly completed, Parts on order, Could not complete); Completion date; Technician signature with date; Customer signature with date

Tips

  • Describe the fault exactly as the customer reported it, then add your diagnosis.
  • Record serial numbers of parts replaced.
  • Get the customer to sign before you leave the site.

Four ways to save it

A fillable PDF has typing boxes, tick boxes and choices built in. A printable PDF gives clean boxes and writing lines for pen and paper. The Word file can be edited further, and the HTML code adds the same questions to a website. Browse more form templates, or design a completely different layout in the custom form builder.

Frequently asked questions

What’s the difference between a work order and a service request?

A service request is the customer asking for help. A work order is the internal instruction to do the job, and the record of what was done.

Can I use the work order as an invoice?

It records the work but doesn’t calculate totals and taxes. Use it to create a proper invoice with the invoice generator.

Is anything I type sent to a server?

No. The editor runs in your browser and builds the file on your device. Atifo has no server that could receive your form or the answers on it.

Can I get the work order form as a Word document?

Yes. Choose “Word” under “Save as” to download a .docx file you can keep editing in Microsoft Word, Google Docs or LibreOffice.

Can I add my logo to the work order form?

Yes. Add your organisation’s name, a contact line and a logo in “Form details”. The logo is placed into the file on your device and is never uploaded.