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Work Order Template

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Work Order Template In Detail

The free Work Order Template helps you itemize services performed and create professional work order document in an easy and quick way. The template provides a form in Excel spreadsheet format, which means it is highly customizable. You can use it to detail customer and service information, such as service orders, repair orders, job orders. The work order form calculates line totals, grand total and taxes are calculated automatically.

The free Work Order Template helps you itemize services performed and create professional work order document in an easy and quick way. The template provides a form in Excel spreadsheet format, which means it is highly customizable. You can use it to detail customer and service information, such as service orders, repair orders, job orders. The work order form calculates line totals, grand total and taxes are calculated automatically.

Work Order Document

A work order document provides important details about goods and services you provide. Usually the document includes information that help the person or people who will be fulfilling the work order to know exactly what the customer wants done or wants delivered, including how many units and details relating to things such as size, shape, color and other important options.

A work order (known as works order outside of the United States because the work is produced in a manufacturing area known as the works) or job order (sometimes job ticket or work ticket, as it often has some type of ticket attached) is an order received by an organization from a customer or client, or an order created internally within the organization. A work order may be for products or services.

Work Order Form Layout

Our work order template is designed with the above guidelines in mind. On the top of the invoice form, you can find a default LOGO image, which you can replace with your own LOGO image. Next to the LOGO image is the section for your own company information, such as company name, address, city state and zip, etc. At the right-hand side there are two important fields, a date field, and an order# field.

Following is the customer information section titled with 'Bill To', as you can see on most of the free invoice templates available on our site. Here you can detail the customer #, name, address, city state and zip.

The next section offers several fields that are designed specially for this work order template, including 'purchase order #', ' Technician', ' Date Completed', ' Vehicle', ' Hours Worked', ' Travel Time', ' Type of Equipment', ' Model', '' Serial Number', and a big area tilted with ' Work Requested' with which you can detail the work to be done.

On the body section the work order template offers 5 columns. The first column is titled with '#', where you can simply enter a line number, or a product# or service item#. The next several columns are 'Description', 'Quantity', 'Unit Price', and 'Line Total'. The line totals are calculated automatically using Excel formulas.

On the form bottom there is a ' Remarks and Comments' section where you can enter additional comments about the order. To the right of ' Remarks and Comments' is the summary section, including subtotal, total, taxes, etc. Following are 3 fields for manually writing, ' Received By', 'Date' and ' Signature'. You can remove or delete these fields if you don't need them. Feel free to browse the other invoice forms and work order forms, such as job invoice template.

Print and PDF document

Once you entered the required information on the work order form, simply issue the print command in your Excel to get a hard copy. Since it is an Excel-based work order template, you can easily adjust various print options using the Page Setup and Print dialog boxes of Excel.

The work order template itself does not generate PDF format document. To create a PDF format work order template so that you email it to your customer or client, download and install a free add-in program for your Office/Excel, such as PrimoPDF. Microsoft also has free add-in program for generating PDF documents from Office, named 'Microsoft Save as PDF or XPS'.

Work Order Template - Screenshots

Tip: Enlarge an image by clicking on it.

Service Work Order Template - printed document

Work Order Template

This is how work order template will look like when you open it with Microsoft Excel.

Service Work Order Template - freeware edition

Work Order Template freeware version

The following Uniform Invoice Software version of Work Order Template should be used with Uniform Invoice Software installed.

Service Work Order Template - Uniform Invoice Software edition

Work Order Template for Uniform Invoice Software

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Work Order Template Related Templates

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Template with Line Number on Invoice Body

The sample invoice template here differs from the other invoice templates available here on UniformSoft.com in that it does not use 'Product ID' or 'Item #'. Instead, if you fill in an item description on a line, it shows the line number of the current line; but if the description is not filled in, it shows nothing in the field. All this is implemented by using a simple Excel formula.

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Show Word 'Free' for Gifts

If you are giving something to your customers for free for the goods or services purchased from you, it might be wise to list the free items on the invoices and state the fact clearly by displaying the word 'Free' or 'Gift' on the free items. This sample invoice template implement this by moving the actual price and line total columns outside the print area, and then on the invoice body use Excel formulas to check whether the current price and line total is zero - if it is, the formula shows the word 'Free'; if it isn't, the price and line total are shown as usual.

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Consulting Invoice Form

The sample consulting invoice form provided to you for free by UniformSoft.com includes all the usual fields that a service invoice template does, include your own company information, an (optional) logo image, invoice#, invoice date, fields for client information, as well as the invoice body area, where you can detail the price of each invoicing item.

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Soccer Shop Invoice Template

Soccer Shop Invoice Template is a sample invoice template designed for an imaginary soccer equipment and apparel shop that sells soccer shoes, jerseys, soccer balls, team uniforms, goalkeeper gear, soccer cleats, soccer boots, shin guards, etc. The invoice template has 16 columns on the printable invoice body. You may have different requirements even if you are running a soccer equipment and apparel store, but this billing format gives you a good sample on how to design such a form and can be used as a starting point of your own template.

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Different Tax Rate per Item Type

This free sample invoice template implements a feature that allows you to charge different tax rates based on the type of an invoicing item - for example, one tax rate for labor and another tax rate for general items (products). The type of an item can be selected from a dropdown list, the Excel formulas implemented in the template check the type, and apply correct tax rate to the current item. The template then calculates all the line totals, subtotal, tax total and grand total, all done in an automated way. You might think this type feature could be hard to find even in some complicated invoicing programs, but with Excel it is done without a line of programming code. This is another good example of how to fulfill your special business requirements by using Excel-based invoicing.

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General Service Invoice Template

If your business does not sell and ship goods, this free general service invoice template might be a good choice. As the name implies, the invoice form includes fields required by many service companies, including a job description. The invoice form has formulas set to calculating line totals, subtotal, tax and total. Download and try it to see if it meets your business requirements. Note that InvoicingTemplates.com also featured this template here.