Templates
Work Order and Service Report Templates
Pick a trade, then choose a work order for planned work or a service report for a finished visit. You still write the job; the template only adds prompts.
Choose a template
General service template
A general field-service document for any trade.
HVAC template
Nameplate, filter, and temperature-rise notes for heating and cooling calls.
Plumbing template
Fixture location, shutoff status, and before-and-after leak photos.
Electrical template
Device, panel, and circuit identification for the customer copy.
Handyman template
Time-and-materials lines for mixed repair lists.
Other template
A field-service document for a trade you name yourself.
After you open one
Labor and parts stay editable, and the trade’s starter packages are examples you can change, not a rate card. US Letter and A4 are both available on the preview.
Questions
Does a template fill in the job for me?
No. A template selects the trade and shows prompts in the empty fields. It does not add a customer, equipment readings, completed work, or prices.
Can I use the same template for a service report?
Yes. Every trade template opens as either a work order or a service report.
Open it in the generator
The draft stays in this browser. Nothing on this page is uploaded.
Create Work Order