Work Order / Service Call
Built for electrical, plumbing, HVAC, maintenance and repair calls.
Contractor / Technician
Customer / Service Call
Customer Complaint / Request
Diagnosis / Findings
Work Performed
Labor
Track technician time by task.
| Description | Hours | Rate | Amount |
|---|
Parts / Materials
Add parts, materials, refrigerant, fittings, devices or supplies.
| Part / Material | Qty | Unit | Unit Cost | Amount |
|---|
Charges
Follow-Up
Photos / Attachments
V15 records attachment descriptions in the work order. Actual file/photo upload can be tied into the future customer/project portal.
Customer Complaint / Request
Diagnosis / Findings
Work Performed
Labor & Materials
| Description | Qty/Hrs | Rate | Amount |
|---|
Follow-Up / Return Visit
Technician Notes
Photo / Attachment Notes
Customer acknowledges that the work and charges shown above are accurate and authorizes payment for the completed service.
Turn a service visit into a clear work record
A work order connects the customer complaint with the diagnosis, work performed and charges. Record the condition found and the work actually completed so a later technician or customer can understand the visit without relying on memory.
Step by step
- Record the customer, address, trade, technician and visit date. Describe the reported problem in the customer’s own terms.
- Separate diagnosis from completed work. Add labor hours, parts, trip charges and equipment, then review the total.
- Record follow-up items, return dates and relevant photo references. Save the work order before transferring its charges to an invoice.
Worked example
A visit with 2 labor hours at $75, one $40 part and a $25 service charge totals $215 before tax or discounts. State whether the part was installed and tested; an item on a price list alone does not document the repair.
Avoid charging twice for the same visit
Use separate labor and part entries and describe what the service charge covers. When sending this work order to the invoice tool, check that trip charges and labor were imported once. Include any unresolved condition in the follow-up notes rather than marking unfinished work complete.
Are photo links uploaded with my work order?
The form records the references you enter. Keep the actual photos with the job files and verify that intended recipients can access them. Do not assume a printed link gives anyone permission to open a private file.