Quote / Estimate Template
Price a job before you start, with terms and a signature to accept.
Free Fillable Work Order / Service Report
For trades, repair shops, field technicians and small service teams moving a job from estimate to invoice.
Assign the work, record labor and materials on site, note the result and collect a simple completion sign-off.
- Work and HR
- PDF, 57 KB
- 51 fillable fields
- US Letter, A4-safe
- No scripts
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What's on the form
- Work order number, dates, priority and status
- Customer, site and assigned technician
- Requested work, work completed and follow-up needed
- Labor entries and parts or materials used
- Customer and technician sign-off
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How to fill in the work order / service report
- Open the form and enter the work order number, customer site, assigned technician and target dates.
- Describe the authorized job before work starts, then log labor time and every part or material used.
- Record what was completed, any follow-up still required and the condition in which the site was left.
- Review the service notes with the customer and collect both sign-offs before preparing the invoice.
Questions
Is this a quote or an invoice?
Neither. It records work that has been authorized and performed. Use the estimate before it and the invoice after it.
Can I use it for repeat maintenance?
Yes. Give every visit its own work order number and note the next service date in Follow-up.
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