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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- What is a work order template?
- What should a work order template include?
- 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.
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