Work order template, for the person doing the work.
An estimate sells the job and an invoice bills it. The work order is what goes in the truck: what to do, what to bring, how to get in, and what to check before leaving. This one is set up for a rental turnover a property manager sent over.
Work order
| Item | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| Replace smoke and CO alarms Bedrooms, hall and kitchen. Date each one | 4 | each | $65.00 | $260.00 |
| Rekey entry door and mailbox locks 3 keys each to the office | 2 | lock | $45.00 | $90.00 |
| Patch nail holes and touch up walls Paint on site: [Color, sheen] | 3 | hour | $70.00 | $210.00 |
| Replace bath exhaust fan grille | 1 | each | $25.00 | $25.00 |
| Check: every window opens, locks and has a screen List missing screens below | 7 | window | $0.00 | $0.00 |
| Check: run every faucet and flush toilet, look under sinks | 1 | check | $0.00 | $0.00 |
| Before and after photos of each room | 1 | set | $0.00 | $0.00 |
Click any text to change it. Rates and the tax rate are examples, so put in your own. Totals update as you type.
What this template covers
- The scope as numbered tasks with quantities, so the tech knows when they're done
- Check: lines at $0 for the things that get looked at, not billed, but still have to be done
- Parts and materials on the same lines as the work, so nothing gets left at the shop
- Access and a not-to-exceed amount, two things techs call the office about all the time
- A notes line and a sign-off with time in and out
Doing it in Redline
In Redline the work order is the job itself. Its notes show up on the tech's phone as office notes, next to a checklist they tick off (before photos, the job, after photos) and a Mark done button. On Team ($129 a month for 3 seats) you dispatch it by chat, "put Joey on the 2B turnover", and the crew board, calendar and his phone all update. He can snap the receipt for the alarms in the tech app and ask questions in that job's chat thread.
Techs never see prices in Redline, so the tech's copy stays a tech's copy. There's no parts catalog or inventory, and status is what the tech taps (En route, On job), not GPS. On Free or Solo, one person runs the whole thing from the job's notes and the calendar. See crew dispatch and the tech app.
Common questions
What's the difference between a work order and an invoice?
The work order says what to do and goes with the tech. The invoice says what's owed and goes to the customer. Some shops have the customer sign the work order on site, then bill from it.
Should the work order show prices?
Up to you. Some shops print the tech's copy without them. In this template, set any rate to 0 and the line stays as a task. In Redline, techs never see money at all.
Can Redline print work orders?
No, there's no printable work order in Redline. The tech works from the job on their phone. Use this template when you need paper.
Send the job to the truck by chat.
Redline is free to start. Crew dispatch and the tech app are on Team.
Keep reading
- Crew dispatch and tech appA board for every tech's day and a simple app for the crew. Team plan and up.
- Change order templateAdded work, credits for removed work, the reason, the new total and signatures.
- Contractor invoice templateAny trade: labor, materials, rental, disposal, permit, change order.
- Handyman work order templateHomeowner punch list: hours per task, materials, who supplies what.