Authorize the job
A work order is not a purchase order. It tells your team what to do and can double as the customer-facing job authorization.
Work order template
Issue the job ticket before the crew rolls out.
Build a free work order with customer and job details, labor and materials lines, priority and status, and a client-ready export. Runs in your browser — no signup.
- No signup
- Saved locally
- Copy, CSV, TXT, print
Work order workbenchDraft ready
1. Business & customer
Name who is performing the work, who requested it, and where the crew should arrive.
2. Work order header
Track the ticket number, priority, schedule window, and who is on the job.
3. Job scope
Describe the work clearly enough that a technician can execute without a second call.
This page is a planning aid, not legal, tax, safety-compliance, or contract advice. Confirm site rules and customer terms before work begins.
4. Labor lines
Estimate hours and rates. Line amount = hours × hourly rate.
5. Materials lines
Parts and supplies. Line amount = qty × unit cost.
6. Fees, discount & tax
7. Authorization
Plain-text acknowledgments only — not e-signatures.
How a work order works
A work order is the ticket that turns a customer request into executable work. Before a crew leaves the shop, someone should know who asked for the job, where it is, what “done” looks like, which parts and hours are expected, and whether the ticket is still draft, scheduled, in progress, or complete.
This builder is structured instead of blank. You capture business and customer details, set priority and status, write the scope, price labor and materials live, run a completeness audit, and export a plain-text work order plus CSV for your records. Drafts stay in your browser until you reset them.
Separate labor and parts
Hours × rate and qty × unit cost stay transparent so dispatch, techs, and billing see the same math.
Track status honestly
Move tickets from Draft → Scheduled → In Progress → Completed so nothing stays half-open in a chat thread.
Formula and assumptions
Labor line amount = hours × hourly rate. Materials line amount = quantity × unit cost. Pre-tax total = labor subtotal + materials subtotal + trip/service fee − discount. Estimated tax applies to max(0, pre-tax) × tax %. Grand total = pre-tax + tax.
Formula: grand total = (Σ labor + Σ materials + trip fee − discount) + tax on the non-negative pre-tax amount.
Tax, discount, and fee fields are optional planning inputs. Confirm invoice treatment and sales tax with your own advisor. This page is not legal, tax, or accounting advice.
When to use this template
Use a work order for service calls, installation jobs, maintenance visits, repair tickets, internal facilities work, and any multi-step job that needs assignment, materials, and status. It fits HVAC, plumbing, electrical, landscaping, IT field service, agencies doing on-site installs, and shop floors that still live in spreadsheets.
Do not treat a draft work order as a substitute for a signed contract, e-signature platform, or safety compliance program. After completion, keep the export with photos, invoices, and customer approvals.
Related tools on this site: the Purchase Order Builder for buyer-side buying, the Change Order Builder when scope shifts mid-job, the Vendor Scorecard Builder for supplier decisions, and the Expense Report Builder for reimbursable crew spend.
Example: HVAC service call
Ridgeway Field Service is dispatching Crew B to Hale Retail Group for a no-cool rooftop unit. The ticket includes diagnosis labor, contactor replacement parts, a trip fee, and a morning schedule window. Use Load example above to inspect labor and materials math, completeness score, and the client-ready preview.
Frequently asked questions
What should a work order include?
Business and customer contacts, job site, work order number and date, priority and status, assigned technician, job title and scope, labor lines, materials lines, fees or tax if needed, and authorization fields.
How is this different from a purchase order?
A purchase order authorizes buying from a vendor. A work order authorizes performing a job — usually with labor, parts, schedule, and completion status.
Can I use this for internal maintenance tickets?
Yes. Put your facilities or ops team as the customer, assign a technician, and track status the same way you would for an external service call.
Where is my work order data stored?
Only in your browser via localStorage. Nothing is uploaded to Useful Business Tools servers. Use Reset to clear the local draft.