The Carpet Cleaning Work Order Template aids Companies in gathering the information needed to define their Client needs for cleaning projects. Such a process can be time-consuming both for the Carpet Cleaning Company and the Customer requiring its services. A template with predetermined areas of entry for the specifics that will define the Client’s needs on a job can alleviate the information gathering process during the initial phase of acquiring work while presenting the costs to the Client. Once completed the work order will need to be signed by the Client since it will act as a record for his or her cleaning order and the intention to pay for it.
How to Write a Carpet Cleaning Work Order in PDF & MS Word
Download; Adobe PDF or Microsoft Word (.docx)
Step 1 – Gain Access To The Adobe PDF or Microsoft Word Version Of The Carpet Cleaning Work Order
The Carpet Cleaning Invoice can be accessed as a “PDF” using the above link (“Adobe .PDF”) or as a “Word” document through the displayed “Microsoft Word (.docx)” link.
Step 2 – Establish The Identity Of The Carpet Cleaning Service
The first topic of this document will be the identity of the Carpet Cleaning Company generating it. Handle this request by entering this Service’s full name as the content of the first text box. Currently, the “Company Name” label takes up this field. You may delete this term or type over it at your discretion. 
The “Name” line makes the next request for information. Here, the intended Recipient who works for or owns the Carpet Cleaning Business should be addressed directly. Identify this Recipient using the “Name” line. The address maintained by the Carpet Cleaning Business should be produced on the “Street Address,” “City, State, Country,” and “Zip Code” lines. Next, the “Phone” number and “E-Email the Carpet Cleaning business maintains for contact are expected items on the next two blank lines.
Step 3 – Furnish The Necessary Reference Material Defining The Service Request
The reference number that must be used to file and retrieve this paperwork is the next required piece of information. Record it on the “Work Order #” line. 
The line with the “Date” label will expect a report on the formal request “Date” for this work order. Enter it as requested.
Step 4 – Name The Carpet Cleaning Client Requesting The Service
The area below the shaded divider titled “Client Information” wishes a produced report on the Carpet Cleaning Client’s “Name,” “Email” address,” and “Phone” number on the first three blank lines it presents. 
The mailing address the Carpet Cleaning Client is the next required area in this section and is made up of three labeled lines you must satisfy with information. The “Street Address,” “City, State, Country,” and “Zip Code” lines are set here to receive this material for display.
Step 5 – Schedule The Carpet Cleaning Job Appropriately
The initial date when the carpet cleaning is first provided for this job should be entered on the first line underneath the section titled “Order.” The second line in the “Order” section seeks the last day the Client will allow this project to continue. Report the “Expected End Date” on the next line as requested.
Step 6 – Request The Carpet Cleaning Service Properly
It will be important that the details of the carpet cleaning required for this job are properly documented for the Carpet Cleaning Business and its Client’s ability to review the expected work and the compensation that will be required. Begin by tending the specifics of the job in the set of rows placed under the “Description” column. These rows make up a table that will record the commissioned cleaning. 
Next, record the number of “Hours” the carpet cleaning will take in the second column. These two columns together will convey what needs to be done and how many “Hours” it should take.
Step 7 – Discuss The Carpet Cleaning Business’ Compensation
The next topic is that of the Carpet Cleaning Business’ compensation for providing this service. The “Hourly Rate” column should be used to standardize how much will be paid for every one hour of carpet cleaning. Produce this as a dollar value. We will discuss how much will be paid for the carpet cleaning documented in the first column by multiplying its “Hours” and its “Hourly Rate.” This product will be the exact “Amount” expected and should be dispensed in the final column. The “Total” owed must still be addressed. Naturally, the first task will be to add all the amounts that were calculated above. This result should be documented as the base cost of the requested carpet cleaning in the field labeled “Subtotal” (also located in the “Amount”). The taxes that will be collected by the Carpet Cleaning Business for the products and services that are taxable in its jurisdiction must be calculated accordingly. Once the value of the amount owed in sales and/or service taxes has been reached, furnish it to the field labeled “Tax.” Complete the Carpet Cleaning Business’ report on its required compensation for the request above by adding the cleaning’s “Subtotal” to its “Tax.” The “Total” field here will seek this result as an entry.
Step 8 – Produce The Full Name Of The Preparer
Take note of the statement beneath the table. It’s wording (“Work Order Completed By”) leads to a blank line where the full name of the individual completing this information is to be presented. Type your name on this line. 
Step 9 – Additional Terms May Be Documented As Needed
The “Comments Or Suggestions” lines are set for your use for any remaining topics that pertain to the carpet cleaning can be furnished at will. If no additional material is needed for the benefit of the Client or Carpet Cleaner, then these lines may be left blank or the term “None” or “N/A” may be entered as their content. 
Step 10 – Relinquish This Work Order TO the Client For Verification
The final requirement this work order places will be on the Carpet Cleaning Client. The signature line labeled “Client Signature” will accept this item. It is worth mentioning that this document should not be considered a valid request without the “Client’s Signature.” 
How to Write a Carpet Cleaning Work Order in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Access The Excel Version Of The Carpet Cleaning Work Order
Use the “Excel” button or its counterpart text-link above to save this file as a template that can be completed in a spreadsheet.
Step 2 – Make Sure The Paperwork Addresses The Carpet Cleaner Properly
The upper left of this spreadsheet starts with a request for the “Add Your Company Logo Here” label and companion image in cell A1 to be replaced with Carpet Cleaning Service’s logo. This can be nearly any image file, however, make sure it remains appropriately sized for this field. 
The next field down, cell A2, expects submission of the formal “Company Name” the Carpet Cleaning Service operates under to its contents. Replace the bracketed area presented here with this content. The “Name” of the Carpet Cleaning Employee or Service Provider expected to handle this paperwork on behalf of the Company must be identified in cell A3. After producing the identification needed to direct this paperwork, some supporting contact information for the Carpet Cleaning Service must be furnished. The first of which must be this Entity’s standard mailing address. Produce it using cell A4 for the Carpet Cleaning Service’s “Street Address” then, follow suit with the remaining address lines in cell A5 (“City, State, Country”) and cell A6 (“Zip Code”). The final items of contact that should be attached to this document for the Carpet Cleaning service are its “E-Mail” address and “Phone” number. Dispense this information to cell A7 and A8 according to the labels each one presents.
Step 3 – Reference This Work Request With Appropriate Material
The field titled “Work Order” expects the Carpet Cleaner’s official document identification number recorded within its contents. Thus, find cell F5, delete its content, then enter the “Work Order” number that will identify this paperwork in the future for both Client and Provider. The adjacent cell to the “Work Order” number already provides an entry based on your desktop calendar. You may choose to assign this “Date” as that of the work request being made or change it according to the situation at-hand by typing in the preferred work order “Date” in cell H5.
Step 4 – Produce The Carpet Cleaning Customer’s Information
The Customer requesting the carpet cleaning services from the Recipient of this paperwork should make sure that he or she is identified and present the information needed for the Carpet Cleaner to follow up with any contact if needed. Cell A11, the first cell in the “Client Information” section, presents a bracketed label (“Name”) which should be replaced with the “Name” of the Party commissioning the Carpet Cleaning Service Provider. 
The cells following the Carpet Cleaning Customer’s “Name” focus on presenting the address needed to contact this Party by mail. Supply it in three parts using cell A12 to house the Carpet Cleaning Customer’s “Street Address,” cell A13 to present the Carpet Cleaning Customer’s “City, State,” and “Country” then cell A14 to include the required “Zip Code.”
Cell A15 makes a request for the Carpet Cleaning Customer’s official and current “E-Mail” address to be entered as its content.
The “Client Information” section will conclude with your entry of the “Phone” number needed to contact the Carpet Cleaning Customer directly.
Step 5- Formally Request The Carpet Cleaning
The “Order” area of this worksheet requires that a formal request for the work dates be made. This will begin defining the shifts the Customer requires or expects the cleaning service to commence and terminate (successfully). The first cell here, cell G11, will need the first calendar date of work reported after the term “Expected Start Date.” Next, the “Expected End Date” or the calendar date when the carpet cleaning must be completed must be recorded in cell G12 (where requested).
Step 6 – Deliver The Specifics Defining The Cleaning Request
Proceed to the first column in the table on display. Column A of this table, titled with the word “Description,” requires a report of the job or work date that defines the carpet cleaning. 
The second column of this table will pair the number of “Hours” allotted for the carpet cleaning job defined (in “Description). Enter the amount of time expected for the cleaning as a number of “Hours” in column F.
Step 7 – Apply The Carpet Cleaner’s Rates To The Job
The rate the Carpet Cleaning Service has determined must be paid for every hour of the cleaning should be solidified in writing in this document. Enter the “Hourly Rate” required for every project listed in column G. This figure will participate with the previous column to commit the requested “Amount” for the carpet cleaning service being commissioned through this document. Column H shall present these figures. It is recommended that you review all previously entered values before proceeding.
Step 8 – Furnish The Applicable Sales And/Or Service Taxes
The next task requires an entry of the “Tax” amount that must be charged for the “Subtotal.” This will largely depend on the laws governing the Carpet Cleaning Service’s business and will need to be calculated separately then entered in cell H30. If desired, you may also attach a formula to this cell to aid in future issues of this document.
Step 9 – The Party Responsible For This Paperwork Must Be Identified
Cell A32 in this sheet will assign the responsibility of the reports provided above to the individual who has completed this document. Remove the “Individual’s Name” label then report your name after the words “…Completed By” as a replacement.
step 10 – Conclude With Any Remaining Topics Of Discussion
Cell A33, containing the term “Comments Or Suggestions,” will accept additional discussions on the requested cleaning. Supply this cell with such material as needed. 
Step 11 – Obtain The Carpet Customer’s Signature
Cell A36 displays a statement of acknowledgment while cell A37 expects the Carpet Cleaning Customer’s signature produced on the “Client Signature” line. 
