The Plumbing Work Order Template helps businesses that handle the requests to maintain or repair the pipework laid out to deliver water or redirect waste. A variety of Businesses gear themselves specifically for this type of work or may handle a variety of construction needs and keep a versatile staff of licensed Contractors. The goal of this template is to standardize the information gathering process required to organize and price a job. This necessitates a little participation from both Parties, especially since the Client must sign the finished paperwork to authorize the work and accept the payment terms. By keeping a well-formatted template in the office and on the road or on-site, the specifics of a job can be detailed for review an approval consistently from Client-to-Client which has been known to keep this process as efficient as possible.
How to Write in PDF & Word
Download: Adobe PDF Or Microsoft Word (.docx)
Step 1 – Access The PDF Or Microsoft Word Version Of The Plumbing Work Order Template
Save the Plumbing Work Order Template as a “PDF” file, or if preferred, a Microsoft “Word” file. Two buttons set in the area captioning the preview sample will give you the needed access to initiate the download. If preferred, you can also reach this file using the “Adobe PDF” link or “Microsoft Word (.docx)” link in this section.
Step 2 – Formally Commission The Plumber Or Plumbing Company For The Concerned Project
The Plumber or the Plumbing Company that must receive, review, then act upon this request for work must be named as the document begins. A conveniently placed text field and series of labeled lines will aid in accomplishing this task nicely. The Plumber or Plumbing Service’s full “Company Name” must be the first report provided. Submit its production to the first text field in lieu of the current text. 
As mentioned, a series of empty lines bearing labels will take up our attention next. Notice the first line is labeled with the term “Name.” This line intends to display the first, middle, and last name of the Plumber or Plumbing Company Representative who must be addressed as the Reviewer or Recipient of this request. The three lines following the “Name” you recorded will all be designated with various parts of a mailing address. These must be populated with the Plumber or Plumbing Company’s address therefore, a recording of the “Street Address” and “City, State,” and Country must be placed where requested. The postal code for the Plumber or Plumbing Company address is the next piece of information required. Its submission should be made on the “Zip Code” line. To finish this section, dispense both the Plumber (or Plumbing Company) “Phone” number and “E-mail” address to the final two empty lines. Each of these objects will be appropriately labeled.
Step 3 – Identify The Plumbing Request Using Its Reference Call Number
Many consider it vital that a document in any office be easily retrieved when needed. A work order, which represents the first step in a job, usually must follow this rule as well. Thus, use the “Work Order #” line as a delivery area for the reference or data I.D. number that will unify this paperwork’s information. 
The shaded bar where the “Work Order #” line is placed continues across the page the blank line labeled “Date.”
Step 4 – Name The Plumbing Client Submitting The Request
The section holding the “Client Information” title will need its content to display the Plumbing Client’s identity and contact information. The first blank line presented here is labeled with the text “Name.” This line requires the Plumbing Client’s complete “Name.” If the Plumbing Client is a business, then deliver the full name of this Party (including suffixes). 
The “E-Mail” address as well as the “Phone” number where the Plumbing Client should be contacted regarding this job are the next submissions that must be made. Find the second and third appropriately labeled empty lines to record this content. While the material needed to initiate direct contact with the Plumbing Client is a useful convenience, this Party should also have its billing address documented. The first line of this address (typically the building number, street name, and/or PO Box) will be expected on the line labeled “Street Address” leaving the “City, State, Country” and “Zip Code” of the Plumbing Client’s address to be displayed down the lines that follow.
Step 5 – Attach The Plumbing Project’s Work Period
Immediately to the right of the Pluming “Client Information” section, the “Order” section will be used to document the Client’s agreed-upon work dates for the plumbing job. The first line, labeled, “Expected Start Date,” is reserved for the date that the plumbing job may first commence. That is, when the Client space and Plumber will first be available for this project. The due date for the plumbing job (when it can be considered completed) is required on the “Expected End Date” line.
Step 6 – Dispense The Pricing For Piping And Other Billables
This document must fulfill its primary function with a presentation of every plumbing product that will be paid for (if used and billed for the job). Some plumbing jobs will consist of quite a few parts, a set of parts, or replacements. The “Material” table occupying the next portion of this paperwork will need to solidify the expected plumbing supplies or parts regardless of why the plumbing product is needed or how it is counted. If it is used for the Customer’s project and requires payment it must be listed by name or product number in the “Description” portion of the concerned “Material” table. 
The second column is reserved to record the number of plumbing items that will be used then billed. Every row listing such an item should be accompanied by the “Quantity” needed in the second column. The “Material” table’s third column will seek the cost of one number of the plumbing item or supply recorded. This price per unit or “Unit Price” must be placed in the third column on the same row. The final column of the “Material” table will conclude the information needed to define the billable plumbing product. All the information needed for this report can be found in your previous entries. Multiply the “Quantity” with the “Unit Price” of the plumbing products that will require payment for the row containing that item then supply the “Amount” column at the end of that row with the result as a dollar “Amount.” The final requirement of the “Material” table requests the sum of the plumbing product amounts. The “Total Material” field is set to house this sum.
Step 7 – Estimate The Plumber’s Service Cost
The Plumber’s “Service” table making up the next section will also contribute to this document’s function. While the previous table has delivered a report on the products requiring payment, the Plumber’s compensation for his or her work time must be discussed. The first column of this table (titled with the term “Description”) seeks a recording of every work shift anticipated by the Plumber and Contractor. If this is inappropriate because a service contract is in effect, then cite the title of the concerned agreement and its attached effective date. 
The number of “Hours” each shift of the plumbing project consists of must be on display in the column adjacent to that shift (labeled “Hours”). The third record required for the “Service” table is the “Hourly Rate” the plumbing job will require. This dollar amount is expected on the same row where the shift it will be applied to is documented. The final area of the “Service” table is titled “Amount” and will require two types of entries. The first will be a result of the multiplication between the plumbing job’s “Hours” and the Plumber’s “Hourly Rate.” The “Amount” column must house this result on the row being worked on. Follow the “Amount” column to the “Total Service” box will require the result of a different type of calculation. Add every row’s “Amount” value to the “Total Service” box at the end of the “Amount” column.
Step 8 – Submit Documentation Of The Plumbing Estimate’s Total
The “Subtotal” that represents the base costs of the anticipated plumbing job is a necessity and a courtesy. Place the sum of the plumbing job’s “Total Products” and “Total Services” in the “Subtotal” box. 
If the Plumber or Plumbing Company is obligated to charge “Tax” (whether sales or service) then the dollar amount of “Tax” to be added to the “Subtotal” must be submitted separately. Its production should be made in the box labeled “Tax.” This area of the work order will serve to display how much the plumbing project is expected to cost the Client. Thus, add the plumbing job’s “Subtotal” to the applicable “Tax” then use the “Total” box to let the Plumbing Client know how much this project will likely cost.
Step 9 – Produce The Requester’s Identity
The Party who has recorded the plumbing project’s specifics above requires presentation. Seek the words “Work Order Completed By”
Step 10 – Conclude With Any Remaining Content
A set of blank lines bring this work order to an end before it is executed. These are optional and may be used as a display for any plumbing instructions or requests made by either Party.
Step 11 – Approval From The Plumbing Customer Must Be Documented
The signature of the Plumbing Client is sought on the “Client Signature” line at the end of this document. 
How to Write in Excel
Download; Microsoft Excel (.xlsx)
Step 1 – Access The Plumbing Work Order As An Excel Template
The “Excel” button near the preview image will link to the same file as the “Microsoft Excel (.xlsx)” link above.
Step 2 – Furnish The Header With The Plumbing Service Or Plumber’s Information
Once this document has been obtained, the Plumbing Service or Contracted Plumber must have his or her identity attached as the Addressee of its contents. That is, insert the Plumbing Business logo to cell A1 and its legal “Company Name” in cell A2. 
Next, cell A3 will seek the “Name” of the Plumber or the Employee who can receive inquiries regarding this paperwork. Cell A4 and cell A5 display the “Street Address” and the “City, State, Country” labels (respectively). Both request content from the Plumber or Plumbing Business address. a production of this information is required in these cells while the postal code needed to complete the Plumber or Plumbing Business address is expected in cell A6. The Plumbing Business (or Freelance Plumber’s) “E-Mail” address is the next entry requested. Dispense it as the content of cell A7. Produce the current telephone number where the Plumbing Service or the Plumber can be reached to discuss this job (or this paperwork) in cell A8.
Step 3 – Display A Production Of the Plumbing Job’s Referencing Details
The plumbing request should be defined with a specific filing number. Cell F5 is placed directly across the Plumbing Business information so that this filing material can be located just as easily as the Contractor or Plumbing Business’s information. The “Date” when the Plumbing Client officially requests the plumbing service is assigned in cell H5 as your desktop’s calendar “Date.” You can change this on a case-by-case basis if a different “Date” would be more convenient (i.e. post-dating the work order) or leave it as it.
Step 4 – Dispense The Plumbing Client’s Billing Details
The Plumbing Client expecting service should be named as such. Cell A11 of the Plumbing “Client Information” section has been set to receive this “Name.” 
The “Street Address” and “City, State, Country” labels of cell A12 and cell A13 (respectively) are set for documentation of the Plumbing Customer’s billing address while cell A14 is reserved for the “Zip Code.” Cell A15 and cell A16 also focus on contact methods the Plumber (or Plumbing Service) can use to contact this Client. Thus, produce the Plumbing Customer’s “E-Mail” address in cell A15 then its “Phone” number in cell A16.
Step 5 – Reserve The Plumbing Work Dates
The dates when both these Parties agree to schedule the plumbing job will make up the next two entries required. Find cell G11 then, utilizing the space after the “Expected Start Date” label, deliver documentation on when work shall begin by producing a recording of that day’s month, calendar day, and year of the day. The next cell down will require the “Expected End Date” set by these Parties. Generally, most Reviewers of this paperwork will assume this is the due date for the plumbing project.
Step 6 – Discuss The Plumbing Materials Likely Needed For This Job
This paperwork must also set the required plumbing products and tasks in writing before the job can begin. This is because confirmation of the Plumbing Customer’s approval will be needed, and such authorization must be considered informed consent. Therefore, this sheet presents the details for the job to account for the plumbing costs that will need to be paid. First, an account of every plumbing item must be made. Take up this task in the “Description” portion of the table titled “Material.” This area can be found in column A and consists of a few rows reserved for the name or part number of the plumbing item that must be paid for. List every item separately so that each plumbing supply can be easily reviewed by the Customer. 
Adjacent to this, in column G, the “Quantity” heading will request its column be completed with the number of plumbing products or items the Plumber will bill for to complete this job. A production of every plumbing product’s “Unit Price” is the next entry for the row you are working on. Locate column G of the “Material” table then deliver a recording of the cost of the plumbing supply or product that will be needed (and billed to the Customer) for this job. You will notice that several additional dollar amounts will appear (in column H). This table (and the next two) will present the totals required for the plumbing job by incorporating your entries once certain pieces of information have been delivered where requested. For now, review the current presentation in the “Material” table’s “Amount” column as the cost of every plumbing product listed and the full price of the “Total Material” needed for the Plumbing Customer’s request.
Step 7 – Produce A Listing Of The Plumbing Service Time
The Plumber’s “Service” or work will also be an important factor in the cost of the job being requested. His or her work dates/times or plumbing project name will be used to introduce these costs in the “Description” column of the next table (found in the next area of the sheet and titled “Service”). 
The Plumber’s working “Hours” of “Service” for this job should be documented as well. Count the estimated “Hours” the Plumber (or Plumbing Crew) shall work to satisfy the Customer’s request then attach this number to the appropriate shift by entering it in Column F of this table. Once a discussion on the shift and the work “Hours” has been completed, the dollar value of each hour of plumbing “Service” should be put on display. This content is mandatory for the purpose of this paperwork and will function with a formula needed to complete the table. Thus, assign the predetermined “Hourly Wage” that will be paid to the Plumber (or Plumbing Crew) for the Customer’s request to be completed in column G. Be advised, you must only work across each row to produce a full report on each plumbing product. Column H will populate with additional figures based on this entry as well, so take a moment to review the content, pricing, and wages you have supplied thus far before proceeding.
Step 8 – Furnish The Tax Expected With Payment
Cell H36 should be the only field in column H left that may require a value entered. This will be decided by the “Tax” codes governing a Plumber’s business. Apply them to this transaction to determine the sale, service, or (if applicable) value-added “Tax” that must be attached to the Plumber’s “Subtotal” for this job. This value should be listed separately in cell H36 in the field next to the label “Tax.” 
Step 9 – Submit The Name Of The Plumbing Job’s Preparer
Another item that must be produced for the Customer’s request for plumbing service will be for the full name of every individual recording or producing information for this request. The “Individual’s Name” should be used to replace the bracketed label in cell A37. Every person listed here will be assumed to have (physically) entered information above.
Step 10 – Continue With Requests Or Suggestions For The Plumbing Job ASs Needed
Cell A38 has been provided as a final (but optional) area of presentation. Remaining information that has not been discussed can be put here or, if more room is required, included in an attachment which is named here by title and date.
Step 11 – Acquire The Plumbing Customer’s Signature
The signature of the Plumbing Client is required in the final cell set to receive information. This item must be produced by the Plumbing Customer on the line in cell A42.
