[Your company name] · [Phone] · License # [License #]
Customer signature and date
What’s in it
Customer name, phone, email, site address, billing address, contact on site and PO or job number.
Type of work (repair, install, maintenance, inspection or warranty), priority, who asked, when it’s needed and what they asked for.
The technician or crew assigned and the scheduled date and time window.
Room to write what was done, what you found and what the customer should know.
Parts and materials with quantity, unit price and amount, plus labor by technician with hours and rate.
Materials, labor, trip charge, tax and total; whether the job is complete or needs a follow-up; payment; and signatures.
How to fill it in
FAQ
An instruction for a specific job, given to a technician or crew, with the details they need to do it. After the visit it becomes the record of what was done, the parts and hours used, and the customer’s sign-off. See work order in the glossary.
The work order tells the tech what to do and records what was done. The invoice is the bill you send the customer. You can build the invoice from the signed work order, using the parts and labor it lists.
A purchase order is what a buyer sends to agree on what they’re buying and at what price. A work order describes the work to be done. If the customer gives you a PO number, write it on the work order so their accounting can match it.
Yes. A signature confirms the work was done on the date shown and gives you a record if a question comes up later about the visit, the parts or the hours.
Yes. Check Warranty as the type of work and No charge (warranty) under payment, and note what you found, so you have a record of every warranty visit. A warranty certificate spells out what’s covered.
Yes. Check Maintenance as the type of work, write the equipment or area and what was serviced, list parts and hours, and note anything that needs a follow-up visit. Keep the signed copies by customer so you build a service history. In ECHOPS, you can import past service tickets from a spreadsheet so that history stays with each customer.
Yes. The free download is a one-page blank PDF you can print and fill in by hand, plus a Word file you can edit. Handymen can use one work order per visit, with several small tasks listed under requested work and a trip charge in the totals. See how ECHOPS runs lots of small jobs with handyman software.
Paper works when you run a few calls a day. As calls grow, scheduling, routing and turning work orders into invoices take more of your time. ECHOPS service calls have statuses, warranty dates from the completion date, a route planner and the driver’s day sent to chat; see field service scheduling software. 14-day free trial, no card.
Related
Line totals, tax, payments received and balance due.
Get the template →Line items, tax and totals, with an Excel version that does the math.
Get the template →Find your true cost per hour, then your billing rate.
Open the calculator →See all free contractor templates
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