Customer
Labor and parts
DescriptionQtyUnitRateAmount
Subtotal
Total
Notes
Customer approval
Completed by (date)
HVAC Work Order Template
Write up the job before anyone starts: who it's for, what needs doing, the labor and parts, and a signature when it's done.
What to put on your work order
- Your business name and contact details
- Work order number, date and scheduled date
- Customer name, address and phone
- Service address
- What the customer asked for
- Labor and parts: service call, diagnostic and labor
- Customer approval before work starts
- What was completed, and the date
Send work orders from your phone
- JobberQuotes, scheduling, invoicing and online payments for home service businesses.
- Housecall ProScheduling, dispatch, invoicing and card payments for home service pros.
Questions
What's the difference between a work order and an invoice?
A work order says what work is to be done and records what was done. An invoice asks for payment. Many businesses finish the work order first, then copy its lines onto the invoice.
Who fills in a work order?
Usually the business doing the work, after talking to the customer. Landlords and property managers also write them to ask a HVAC technician to come out.
Should a work order show prices?
It can. For a fixed-price job, list the agreed price. For time and materials, leave the rates and fill in labor and parts when the work is done.