Work order template · Word, Excel, PDF Free work order template
In short
A work order records what was done at the client's: the date, the technician, the request, the work performed, the materials installed, the hours and the client's signature. The office uses it to follow up on the job and to prepare the invoice.
Fill in the generator below, with or without prices. Print the work order, save it as a PDF, or download the Word or Excel template.
Fill in your work order
Fill in the fields: the preview updates as you type. For a work order without prices, uncheck “Show prices and taxes on the work order”. To start from scratch, clear the document.
Nothing is sent or saved: the work order is prepared in your browser and is erased when you close the page.
In the print window, choose “Save as PDF” to get a PDF.
Fictional example: replace it with your own information.
Électricité Exemple inc.
123 Exemple StreetVille-Exemple, Quebec A0A 0A0450-555-0177 · service@example.com
GST No. 000000000 RT0001QST No. 0000000000 TQ0001RBQ licence: 0000-0000-00
Work order
Client
Copropriété Exemple
c/o the property manager789 Imaginaire StreetVille-Exemple, Quebec A0A 0A0
Job address
789 Imaginaire Street, unit 3Ville-Exemple, Quebec A0A 0A0
Client request
The kitchen breaker trips when the oven and the kettle run at the same time.
Work performed
Checked the panel and the kitchen circuit. Added a dedicated 20 A circuit for the counter, with two receptacles. Tested with the oven and the kettle: no tripping.
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| 20 A breaker | 1 | $18.75 | $18.75 |
| NMD90 12/2 cable (metres) | 15 | $2.40 | $36.00 |
| 20 A receptacle | 2 | $9.50 | $19.00 |
| Description | Hours | Hourly rate | Amount |
|---|---|---|---|
| Sam Exemple, electrician | 2.5 | $92.00 | $230.00 |
- Total hours
- 2.5 h
- Subtotal
- $303.75
- GST (5%)
- $15.19
- QST (9.975%)
- $30.30
- Total
- $349.24
Notes
The client checked the new receptacles with the technician.
Download the work order template (Word and Excel)
Both files contain the fictional example of an electrical service call: replace it with your own. In Excel, the hours, GST, QST and total recalculate on their own.
In Word, totals don't recalculate: check them with the generator or in Excel.
Each field of the work order, and what it's for
| Field | What it's for |
|---|---|
| Number and date | Find the work order later and link it to the invoice. |
| Technician | Know who did the work, for questions and follow-up. |
| Client and job address | Where the work took place, if it differs from the billing address. |
| Client request | The problem as the client described it, before the visit. |
| Work performed | What was done and checked, in plain words. |
| Materials | The parts installed, with quantities: this is what gets billed. |
| Hours | Time spent on site, at the agreed hourly rate. |
| Signatures | The client confirms having seen the work and the hours written down. |
In Quebec, the work order is what ORYX calls a job
In the field, people say “the job”: the call, the visit, what was installed, the time spent. The work order is its written record.
In ORYX Console, a job brings together the visits, hours, photos and materials. In the iPhone app, the technician sees the monthly calendar and the job sheet, moves through the On the way and On site steps (the client gets a text at each step) and punches in and out.
If the work order doubles as your invoice, it must show the information an invoice requires and, under section 57 of the Charter of the French language, be drawn up in French or come with a French version available on terms at least as favourable: see the invoice template with GST and QST.
Filled-in work order example
A fictional work order from Électricité Exemple inc. for a tripping breaker, calculated by the generator.
| Description | Quantity or hours | Unit price or rate | Amount |
|---|---|---|---|
| 20 A breaker | 1 | $18.75 | $18.75 |
| NMD90 12/2 cable (metres) | 15 | $2.40 | $36.00 |
| 20 A receptacle | 2 | $9.50 | $19.00 |
| Sam Exemple, electrician | 2.5 | $92.00 | $230.00 |
| Subtotal | $303.75 | ||
| GST (5%) | $15.19 | ||
| QST (9.975%) | $30.30 | ||
| Total | $349.24 |
Fictional example: the business, client, technician, numbers, licence, addresses and prices are made up.
Other free templates
Official sources
- Preparing Invoices (opens in a new tab)Revenu Québec: if the work order doubles as an invoice
- Calculating the Taxes (opens in a new tab)Revenu Québec: 5% GST, 9.975% QST, rounding to the cent
- Charter of the French language, section 57 (opens in a new tab)LégisQuébec: invoices, receipts and acquittances
This is general information, not tax or legal advice. Check with your accountant.
Frequently asked questions
It's the document that describes a service call at a client's: the date, the technician, the request, the work performed, the materials installed and the hours. The client signs it at the end of the visit. It is also called a service ticket, a job sheet or, in the field, the job.
The work order says what was done. The invoice asks for payment, with the tax information required by amount: GST and QST numbers, taxes, payment terms. The signed work order then serves as the basis for preparing the invoice.
The template includes a line for the client's signature and one for the technician's. A signature at the end of the visit confirms that the client saw the work and the hours written down: that's fewer discussions when it's time to bill.
Both work. Uncheck “Show prices and taxes on the work order” for a work order that only shows materials and hours, for example when the price is set by contract. Leave it checked so the client sees the amount right away: in the fictional example, $349.24 taxes included.
In ORYX Console, the work order becomes a job: visits, hours, photos and materials in one place. The technician sees the job sheet in the iPhone app and punches in and out on site.
ORYX Console
In ORYX Console, the work order becomes a job.
The management software from ORYX Gestion Inc., built in Quebec for service businesses:
- Jobs: visits, hours, photos, materials
- Monthly calendar and job sheet in the iPhone app
- On the way and On site steps, with a text to the client at each step
- Punch in and punch out on iPhone, with a shift timer