A work order goes to whoever is doing the HVAC work, not to whoever is paying for it, so this one carries the scope and the steps without any pricing on it. Print it, put it on a clipboard, sign it off.
Line items
Every file is built in your browser — nothing you type here is sent anywhere, and no email is asked for. Google Sheets cannot be written to without signing in, so that button downloads the spreadsheet and opens a blank sheet; use File → Import → Upload to bring it in.
Sample template for general use. Not legal, tax or accounting advice. Check your state's requirements.
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Hollis Residence — Single-family home, 3-ton split system
An example with the scope and quantities filled in. The prices are deliberately blank: a HVAC work order is priced on your own costs, and printing a number here would be inventing one.
A work order is the crew's sheet. Handing a technician or a subcontractor a document with your margin printed on it is rarely what you want, so this prints the scope and quantities only.
The job site, the date, and whoever is carrying it out. The steps are a starting point — add the ones your own process includes and delete the ones that do not apply.
A signed work order with the date on it is the cheapest evidence you will ever have that the work was agreed and carried out.
A work order goes to whoever is doing the work. Handing a technician or a subcontractor a sheet with your margin printed on it is rarely what you want, so this prints the scope and the quantities only.
No. The PDF, the Word file and the spreadsheet are all built on your own machine, and the page keeps working with the network off. Nothing is sent anywhere and no email address is asked for.
Yes, including commercially, and you do not need to credit us. It is a sample for general use, not legal, tax or accounting advice — check your state's requirements before you rely on it.
Sample template for general use. Not legal, tax or accounting advice. Check your state's requirements.
Filling this in after every job?
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