A plumbing work order template is the document that travels with the job from the dispatcher's board to the customer's signature: who and where, what task at what price, which parts, how to get in, who is going, and then what was done, how long it took and the customer signing that it was. It is the record the invoice is printed from and the record the next visit starts with. The estimating tool on this site prices the task line; the software keeps the order against the property.
Before the visit
Customer, property address, contact on site, access notes, the task from the price book with its price, the parts expected, the technician and the window. A work order missing the access note is the one that produces a wasted visit; missing the parts list, a second trip to the merchant.
During the visit
Time on site, the work actually done against the task, the parts actually used with the merchant docket attached, the findings that were not in scope and the variation the customer agreed. Captured in the truck, on the phone, so the office never re-types it. The inventory guide on this site covers where the parts come from.
At the end
The customer's signature that the work was done, the photographs, and the payment taken or the invoice sent. The work order becomes the invoice with nothing re-entered. The invoice tool on this site prints that shape.
Afterwards
The work order sits against the property record with what was done and what was found, so the next call about that water heater starts with the history. RoughInDesk Pro keeps it there. The customer record guide on this site is what the record holds.
Questions people ask about plumbing work order template
Is a work order the same as a job sheet?
Same document, different name. Some trades call it a job card.
Should the technician see the price?
The task price from the price book, yes, so a variation can be priced on site. The margin behind it, no.
Is the tool free?
The estimating tool prices the task line without an account. Keeping work orders against the property is the paid product.