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Work order template: a free form to copy, with a filled-in example

Copy a free work order template with request, assignment and close-out fields, see it filled in, add maintenance or service fields and number each job.

Start from the work orders template

Take requests, assign jobs, track them to done.

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A work order template is a one-page form in three parts. The request records the number, date, who asked, where and what’s wrong. The assignment adds the type, priority, who’s doing it, the due date and how to get in. The close-out records what was done, the hours, parts and costs, and who checked it.

This guide is for owners, office managers and maintenance leads at property, facilities and service teams who want a work order form they can use today, on paper, in a spreadsheet or in an app. It gives you the layout to copy, two jobs filled in, extra fields for maintenance, customer jobs and rentals, and how to number work orders. For what a work order is and the steps from request to close, start with our guide to what a work order is.

How we researched this: in October 2026 we checked each Google Sheets and Excel menu path and formula in this guide on Google’s and Microsoft’s own help pages, linked where they appear. The GoodTaco details come from the work order template’s own screens.

What does a work order template look like?

Here’s the layout, in the order it’s filled in: the request when the job comes in, the assignment before anyone is sent, and the close-out when the work is done. The form above is a warehouse job. The example column below is a second job, WO-1108, at an apartment building.

To turn the layout into a form you can print:

  1. Copy the three tables below and paste them into a Word or Google Docs page.
  2. Select the cells in each example column and press Delete. The empty boxes are where people write.
  3. Change each “Example: WO-1108” heading to “Fill in”, and add your business name at the top.
  4. Print a stack. Write the next number from your log on each form as a job comes in.

For a spreadsheet, the field names go across the first row instead, one row per work order. There’s a line to copy in the spreadsheet section below.

Part 1: the request. Whoever takes the call or reads the message fills these in.

FieldExample: WO-1108
Work order numberWO-1108
Job, in one lineWater stain spreading on bathroom ceiling, unit 2C
Date and time reportedOct 27, 2026, 6:40 pm
Requested byMarisol Vega, tenant
Phone or email(555) 010-6382
SiteWillow Park Apartments
WhereUnit 2C, bathroom ceiling
EquipmentNone
ProblemBrown stain the size of a plate, bigger than last week. No dripping yet.

Part 2: the assignment. The manager fills these in before anyone is sent.

FieldExample: WO-1108
Approved byNate Brennan, property manager
TypeCorrective (tick one: corrective, preventive, emergency, inspection)
PriorityHigh (tick one: urgent, high, normal, low)
Assigned toBen Okafor, maintenance
DueOct 29, 2026
Getting in and safetyOK to enter 2C if nobody’s home; notice given Oct 28. One cat: keep the bathroom door shut. The tenant in 3C upstairs agreed to entry on Oct 29.

Part 3: the close-out. The person who did the work fills these in, and the manager signs off.

FieldExample: WO-1108
StartedOct 29, 10:00 am
FinishedOct 29, 12:15 pm
What was doneThe caulk around the tub in 3C upstairs had cracked, so shower water ran down behind the wall. Re-caulked the 3C tub and checked the 2C ceiling: drying. Painting the stain is a separate work order once it’s dry.
Labor hours2.25
Parts and contractor1 tube of tub caulk, $9; no contractor
StatusDone (tick one: open, on hold, done, cancelled)
Done byBen Okafor
Checked byNate Brennan, Oct 29

On paper, leave two or three lines each for the problem and what was done. Set each priority’s due date once, so “urgent” means the same thing to everyone: urgent the same day, high the next day, normal within 7 days and low within 14. True emergencies, such as a burst pipe or a gas smell, are phoned in first, then written up with emergency as the type and urgent as the priority.

If tenants or customers report problems themselves, give them a shorter maintenance request form and copy their answers into part 1. If you’d rather not keep paper at all, GoodTaco’s work order template has the same three parts as a working app that numbers each job for you. It’s free to start, and the link is just after the next section.

What should a maintenance work order form include?

A maintenance work order is the same form plus a few fields about the equipment itself. They make each machine’s history worth reading later, and the lockout line reminds whoever does the work to make the machine safe first. WO-1102 is a quarterly service on the warehouse’s air compressor:

Field to addExample: WO-1102
Equipment ID and typeAC-1, air compressor
Hour meter or mileage2,140 hours
ChecklistDrain the tank, change the intake filter, check the belt, listen for leaks
Lockout needed?Yes: switched off and locked at the disconnect
Downtime8:00 to 9:15 am
What was foundBelt is worn; order a spare before the next service
Parts, with part numbers1 intake filter, part no. IF-220, $22
Next dueJan 28, 2027

On a repair, write the cause, not just the fix. “Pallet jack hit the sensor” tells you to move the pallet route; “adjusted” tells you nothing. For jobs that repeat, such as filter changes and inspections, print the same checklist on every work order so each visit is done the same way. Our preventive maintenance checklist has checklists by equipment type and a schedule layout.

What goes on a service work order for customer jobs?

Trades and service companies that work in customers’ homes and businesses use the same layout, plus the fields that lead to the invoice. WO-1109 is a water heater replacement for a plumbing company’s customer:

Field to addExample: WO-1109
CustomerOwen Price
Job address418 Birch Lane
Bill toSame as the job address
Quote$1,650, approved by phone on Oct 26
ChargesMaterials $1,090; labor $560 (7 hours at $80); total $1,650, as quoted
Arrival windowOct 28, 8 to 10 am
Labor2 technicians, 3.5 hours each
Materials40-gallon gas water heater, expansion tank, fittings
Customer sign-offSigned on site by Owen Price

The work order tells your crew what to do, and the invoice bills the hours and materials it records. Put the work order number on the invoice, so a question about a bill leads straight to the job.

Fields to add for your trade or property

Trade or propertyAdd these fields
Heating and coolingUnit make, model and serial; filter size; refrigerant added
PlumbingFixture or appliance; where the shut-off is; water heater size
ElectricalPanel and circuit; permit number, if one was needed
Trucks, trailers and forkliftsUnit number; mileage or hours; safe to use, yes or no
Apartments and rentalsUnit, tenant and best phone; permission to enter and the date notice was given; pets; charge back to the tenant, yes or no; owner approval above a set amount

If you manage rentals and are choosing software for it, our guide to property maintenance software covers what it should do and what it costs for small landlords and property managers.

What’s the simplest work order form?

If you hand out the jobs yourself and need something today, a simple work order form needs nine lines:

  • Work order number
  • Date reported
  • Where: the site, plus the unit or room
  • Problem
  • Priority
  • Assigned to
  • Due date
  • What was done
  • Date finished

The rest of the full layout earns its place as the team grows. Who asked lets you call back. How to get in saves a wasted trip to a locked door. Hours and parts show what each building or machine costs you.

What is a work order number, and how do you number work orders?

A work order number is the one ID everyone uses for a job: the requester quoting it on the phone, the technician on the clipboard and the office on the parts order. A few rules keep the numbers useful:

  • Use a prefix and a count. WO- plus a number, such as WO-1101, tells a work order apart from a purchase order or an invoice.
  • Start at 1001. Every number then has four digits up to 9999, so a spreadsheet sorts them in order. Start at 1 and WO-10 sorts before WO-9.
  • Keep one count. Hand out numbers in one place: the next line in the log, the next form in a pre-numbered pad, or the app. If two sites keep separate logs, give each its own prefix so their numbers never clash.
  • Never reuse a number. Duplicate, declined and cancelled jobs keep their number, marked cancelled, so a gap never looks like a lost job. On paper, write “void” across a form with a mistake on it and file it.
  • Add the year if you like. Some teams put the year after the prefix and start the count again each January, so a job’s age shows at a glance. The cost is a longer number to read out over the phone.
  • Put it everywhere. On your reply to the requester, the parts order, the contractor’s bill and the invoice.

In a spreadsheet, type each number in, or copy the last one and add one. Don’t number work orders with a formula such as =ROW(). It returns the row a cell is on (Google help, Microsoft support), so the numbers change when someone sorts the sheet or deletes a row, and WO-1103 can quietly become another job.

Should you use a paper, spreadsheet or app work order form?

All three work. The right one depends on how many jobs you run, how many people do them and where they are when they fill in the form.

Printed forms

Paper costs almost nothing, works with no signal and needs no training. Print the layout above, or order pre-numbered carbonless pads from a print shop, so the technician keeps one copy and the office files the other. Paper gets hard once jobs spread across people and sites. Someone retypes each form, forms get lost between the van and the office, nobody sees what’s open without the binder, and finding a machine’s past repairs means digging through folders.

A spreadsheet

A spreadsheet log is one row per work order, with the field names from the layout across the first row. To set it up in one go, paste this line into cell A1:

Work order number,Job,Date and time reported,Requested by,Phone or email,Site,Where,Equipment,Problem,Approved by,Type,Priority,Assigned to,Due,Getting in and safety,Started,Finished,What was done,Labor hours,Parts and contractor,Status,Done by,Checked by

Then split it into columns. In Google Sheets, choose Data > Split text to columns (Google help). In Excel, choose Data > Text to Columns, pick Delimited, then Comma (Microsoft support).

Turn priority and status into dropdowns so everyone uses the same words. In Google Sheets, select the column and choose Insert > Dropdown (Google help). In Excel, choose Data > Data Validation, set Allow to List and enter the choices in Source (Microsoft support). Filter by status for the open list, and by equipment for a machine’s history.

A spreadsheet gets hard away from a desk. A wide sheet is awkward to fill in on a phone, you type every number yourself, and the open list is only as current as the last person who updated it. A Google Sheet works without signal only if someone turned on offline access first (Google help). Our guide to free work order software sets up the log in Google Sheets step by step and compares free work order apps.

A work order app

A work order app turns the same fields into screens. Technicians fill in the close-out on their phone at the job, the app hands out the numbers, and everyone sees what’s open and what’s late. The trade-offs are cost, often charged per user, and the time to set it up. If your team works in basements or mechanical rooms, check whether the app works without signal: some phone apps do, while browser-based apps such as GoodTaco need a connection.

In the grid below, a half circle means partly; the note beside each mark says why.

Skip the paper with GoodTaco’s work order template

The bay 3 door took a phone call, a paper form, two signatures and a trip to the binder. In GoodTaco’s work order template, the same job lives on one page from request to close-out, and the template is a working app, not a file to fill in. Sign up and you land in your own copy, with sample records from a small property services team (Maple Court Apartments, Elm Street Offices and Riverside Plaza) to try it on. Rename the sites, equipment and team to yours, or clear the samples, and the three parts of the form become screens:

  • The request comes in through a request page anyone can use without signing in, once you publish the app with its public link. Only people signed in to your GoodTaco workspace can open the board and the work orders. Anyone else who has the link gets the request page and nothing more. Each building can have its own link, and the requester sees their work order number as soon as they send it.
  • The assignment happens when you accept a request: pick the technician, the priority and the due date. The app fills in the due date from the priority: the same day for urgent, the next day for high, 7 days for normal and 14 for low.
  • My work shows one technician’s jobs at a time, most pressing first. Each job opens with how to get in and directions, and buttons to start it, put it on hold or finish it.
  • The close-out records what was done, labor hours, parts cost and contractor cost. On the Done tab, pick a month to see its labor hours and its parts and contractor costs added up, and export those jobs as a CSV file for invoicing or the budget.
  • Numbers come from the app: each new work order or request gets the next one (WO-1001, WO-1002 and so on), and no two share a number.
  • Print any work order from its page, for a technician who still wants paper on the clipboard.
  • Sites and equipment keep each machine’s make and model, serial number and install date, with its own work order history.
  • Repeating jobs cover preventive maintenance, such as a furnace filter change every 3 months at each building. Each work order is created a set number of days before it’s due (7 by default) when someone on your team who can edit opens the app, and it lands in the work order list and in that technician’s My work.

The paper form has a few lines the template doesn’t: the type, who approved the job, a parts list item by item, and a “Checked by” sign-off. Ask GoodTaco in plain words and it changes the app for you, for example:

Add a checked-by name and date to the close-out.

Every version is saved, with one-click rollback, and the app works in any browser, including a phone’s. GoodTaco is free to start. Paid plans start at $9 a month, and Pro at $49 a month includes 10 users; bigger teams talk to us about Enterprise.

If your work order log is already an Excel or CSV file, start there: turn the spreadsheet into an app, with no account needed to try. Each row comes in as a record in a built-in database, and columns of repeated choices, such as status and priority, become dropdowns. A log in Google Sheets can stay put: GoodTaco builds the app on the sheet and reads and writes it live.

Give every job one number, one form and one list your team can check. Start free, no credit card needed.

Frequently asked questions

What should a work order template include?

About 23 fields in three parts, in the order they're filled in. The request has 9: number, job, date and time reported, who asked, how to reach them, site, where, equipment and problem. The assignment has 6: approved by, type, priority, assigned to, due date, and getting in and safety. The close-out has 8: started, finished, what was done, labor hours, parts and contractor, status, done by and checked by. A simple form can get by with nine lines.

How do I make a work order form in Word, Google Docs or Excel?

Copy this guide's three tables into Word or Google Docs, delete the example text and print a stack. For Excel or Google Sheets, paste the guide's line of field names into cell A1, split it into columns and make priority and status dropdowns. Or start from GoodTaco's work order template, a working app with the same three parts.

What is a work order number?

It's the unique ID on each work order, so the requester, the technician and the office all mean the same job. Most teams use a prefix and a count, such as WO-1101. Start at 1001 so every number has the same number of digits, hand out numbers from one log (or give each site its own prefix), and never reuse a number, even for a cancelled job.

How do you number work orders in Excel or Google Sheets?

Type each number in as you add the work order, or copy the last one and add one. Don't number them with a formula such as ROW(), which returns the row a cell is on, because the numbers change when someone sorts the sheet or deletes a row.

Is there a free work order template?

Yes. The layout in this guide is free to copy into a document or spreadsheet, or to print. GoodTaco's work order template is a working app with a request page, assignments, numbering and close-outs, and GoodTaco is free to start.

What is a maintenance work order form?

It's a work order for repairs and upkeep on buildings and equipment. On top of the usual fields, it records the equipment ID, an hour meter or mileage reading, a checklist for routine jobs, whether the equipment must be locked out, the downtime, what was found and the parts used with their part numbers.

Should I use a paper or digital work order form?

Paper suits a few jobs a week at one site and works with no signal. A spreadsheet suits a small team that updates it at a desk. Move to a work order app when technicians work from their phones, you look after several sites, or people keep asking whether their job is done.

Free template

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Get your own copy of a working work orders app with sample records, ready to make yours. Free to start.

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