How to Make a Work Order (Free Template)

Make sure that you are prepared for the big jobs with a clear, professional work order template. Keeping a record of who and what is involved and where your job will take place makes job management and communication with your customers easier. Whether you're running a small team or managing a larger business, having a reliable work order process saves time and minimises errors. 

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1. What is a work order template?
2. What should a work order template include?
3. How to create your work order template

1. What is a work order template?

A work order template is a document that outlines the details of a job or project, including customer information, job descriptions, costs, deadlines, and terms. Work orders can be managed within job software or created with a template to fill out online or print. Their purpose is to:

• Streamline processes: Using a template means your business will have a consistent format for organising job details.
• Improve communication: Ensure all parties—customers, team members, and management—are on the same page.
• Track jobs effectively: Maintain a record for future reference, invoicing, or disputes.

Download Tradify’s Free Work Order Template PDF to get started.

2. What should a work order template include?

Your work order template should cover the following:

• Client information
  
  • Name, contact details, and the service location.
• Job description
  
  • Details of the work to be completed. Include specific tasks and any special instructions.
• Materials and costs
  
  • An itemised breakdown of labour, materials, and other expenses.
• Tailored information
  • Include any industry or business-specific information, such as service call-out fees or compliance certifications.
• Deadlines and timeline
  
  • Start and end dates, as well as key milestones if applicable.
• Payment terms
  
  • Details on deposits, due dates, and accepted payment methods.
• Signatures
  
  • Leave clear space for customer and team member signatures.

3. Why use Tradify for work orders?

With Tradify, you can:

• Auto-generate work orders based on customer requests.
• Assign tasks directly to team members.
• Sync work orders with quotes and invoices.

🏆 The best all-in-one management tool for trade businesses

Tradify is a job management app used by thousands of trade professionals to build better lives and businesses all over the world. It gives you all the features needed to manage and grow a successful trade business, including:

• Enquiries
• Quoting
• Invoicing
• Scheduling
• Job tracking
• Subcontractor management

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