The Warranty Work Order Template delivers a structured order form that can be used to sell warranties for specific products or as a request to replace/repair defective products. The basic goal is that a product under warranty must be produced for a certain amount of money (whether it is a replacement or repair). As a basic template, this paperwork can apply to a variety of warranty transactions and used by quite a few Business Entities. It should is worth mentioning that once completed, this work order must be presented to the Client while allowing enough time for a review since only the Client’s signature can finalize the payment and request for the warranty repair, replacement, or product.
How to Write in PDF & Word
Download; Adobe PDF or Microsoft Word (.docx)
Step 1 – Download The Warranty Work Order Template As A PDF or Word
The “Adobe PDF” or “Microsoft Word (.docx)” text-link in this section can both be used to access the file version of the preview sample on this page. If preferred, the two buttons on this page in the caption area will serve the same purpose and grant access to the same file.
Step 2 – Name The Warranty Company Expected To Fulfill This Work Order
The first section of this paperwork will seek to identify the Warranty Company responsible for correcting the faulty items or parts. This Party is the work order’s Recipient and must have its legal name presented in the “Company Name” text-field currently presented at the top of the work order on the left. 
In addition to naming the Warranty Company as the Recipient, we must also address the Employee who will receive this paperwork. This information should be presented on the “Name” line. The mailing address utilized by the Warranty Company must be documented line-by-line below the Recipient names we have provided. First, report the building number, street, and suite number in the Warranty Company’s mailing address on the “Street Address” line while the line below it expects the appropriate “City, state,” and “Country.”The “ZIP Code” assigned by the Postal Service to the Warranty Company’s mailing address is expected on the next line of this section. This section will close with the line labeled “Phone” and the line labeled “E-Mail.” As with the previous entries, the information needed for display on these lines must define methods of contact that can be used to reach the Warranty Company. Thus, enter this Entity’s current telephone number and email address on the lines carrying these labels.
Step 3 – Categorize The Work Order For The Warranty Repair Or Correction
The “Work Order #” line that follows the header requests a specific filing number. Only the Warranty Company may provide this material thus, if the Client is handling this paperwork then this number must be obtained from the Warranty Company by contacting it directly and requesting this information. 
The space designated as “Date,” displayed to the right of the warranty work order number, requires a month, day, and year assigned to this paperwork’s creation. Generally, this is the current day but may also be a calendar “Date” in the near future.
Step 4 – Identify The Warranty Client Requesting Satisfaction
The full name of the Client requesting the Warranty Company to repair, replace, or correct defective or damaged items covered by the warranty must be reported on the “Name” line in the next section on the left (titled “Client Information”). 
Continue the “Client Information” section with the Warranty Client’s “E-Mail” address and “Phone” number. The two next two lines are appropriately labeled to accept and display these contact items appropriately. The mailing address the Client wishes used for contact regarding the warranty, the work order, or other relevant correspondence should be displayed using the final three lines of the “Client Information” section. This content should be divided as content for the “Street Address” line then material for the “City, State, Country,” and “Zip Code” lines.
Step 5 – Produce The Warranty Repair Dates
Naturally, when a warranty is involved, timelines relating to the Client’s satisfaction can become especially important very quickly. Therefore, a measure to prevent any misunderstandings regarding when work will begin and when it will finish. The “Expected Start Date” should be populated with the calendar day the Warranty Company will begin work. The day when the warranty repairs or replacements are completed should be set to a specific calendar date. The “Expected End Date” line will enable this documentation once the warranty project’s completion date is entered on it.
Step 6 – Apply A Definition To Each Defective Item Under Warranty
The table occupying the center of this work order shall seek a listing of the items eligible for warranty repair or replacement. Produce this inventory line by line in the “Description” column of this table. 
Record the “Quantity” of each item that must be attended to by the Warranty Company in the second column. The “Unit Cost” area of the table, making up the third column, also requires a definition provided. This value must be recorded as a dollar amount that defines the cost of one piece or unit of the warranty item being discussed on that row.
Step 7 – Report The Value Of The Warranty Repairs Or Replacements
Now that definitions of the warranty items have been produced, locate the “Amount” column where the price of each warranty item must be documented. Each row presenting a warranty item, product, or part must have its “Quantity” multiplied with its “Unit Cost” since the “Amount” must be the result of this calculation. Fill in the final field of each populated row with the result of this calculation under the “Amount” heading. The final column here will continue with some additional requests with some solitary fields beneath the table. The first of these is labeled with the term “Subtotal” and expects the sum of the warranty item amounts produced for display. Next, apply the taxes that must be collected from the Warranty Client. Generally, this will be a sales “Tax,” a value-added “Tax” or, depending on the state governing the Warranty Company’s services, a Service Tax. It may also be a combination of one or more taxes. Make sure to calculate this value correctly based on the “Subtotal” then report it in “Tax. The “Total” value of the warranty items must be displayed as the sum of the “Subtotal” and “Tax” fields. Input this “Total” in the final field of this column.
Step 8 – Self-Report As The Warranty Request’s Preparer
The full name of the individual filling out the warranty work order request above should have his or her name presented on the line attached to “Work Order Completed By.” 
Step 9 – Furnish Any Applicable Instructions To This Warranty Request
If there are any concerns from either Party that should be expressed, then document them on the “Comments Or Suggestions” section of this page. 
Step 10 – Conclude The Request For Warranty Correction By Client Signature
The Client must commit to this warranty work order by signing his or her name to it. This will obligate the Client to pay the “Total” for the warranty products. 
How to Write in Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Obtain The Warranty Work Order As An Excel Document
The spreadsheet version of this template is available through the “Excel” button beneath the Warranty Work Order’s preview image. Select this item or choose the text-link displayed as the term Microsoft Excel (.xlsx)”
Step 2 – Address The Business That Will Satisfy The Warranty Request
This spreadsheet’s requests for information begin with cell A1. The image presently occupying this field should be removed in favor of the logo the Warranty Company uses to identify itself. 
The next field down, cell A2, is reserved for the Warranty Company’s full name. Replace the large font text this field contains with the Business or “Company Name” of the Party that will satisfy this work order. The Employee “Name” authorized to receive this document on behalf of the Warranty Company must be displayed in cell A3. Enter this individual’s first, middle, and last “Name” as requested.
Cell A4 (“Street Address”) and cell A5 (“City, State, Country”) are set with these names to display the mailing address where the Warranty Company receives its paper correspondence and notices. The “Zip Code” for the Warranty Company’s mailing address is expected in cell A6.Document the Warranty Company’s “E-Mail” address in cell A7. Lastly, dispense the “Phone” number where the Warranty Company may be reached for verbal communication in cell A8.
Step 3 – Report The Warranty Job’s Filing Details
The “Work Order” field on the right seeks the filing number that will attach the details for the warranty products or services to the Parties involved. Document this unique document ID number in cell F5.
The “Date” set to this work order request is retrieved from your desktop calendar then displayed in cell H5. You may replace it with a more appropriate warranty work order “Date” if needed.
Step 4 – Discuss The Warranty Client
The Party requiring products manufactured under warranty or the repair/replacement of products currently under warranty must be identified as well. Cell A11 is set to receive this “Name” while the two cells (cell A12 and A13) beneath will require the “Street Address” and “City, State, Country” lines filled with the Warranty Client’s mailing address. 
Cell A14 is held to receive your report on the Warranty Client’s “Zip Code.” The Warranty Client should have his or her “E-Mail” address displayed (in cell A15) then his or her “Phone” number presented in the appropriately labeled field (cell A16).
Step 5 – Identify The Dates For The Warranty Service Or Replacement Products
The first and last calendar dates that the Warranty Company intends to work on the requested order have distinct areas of display as well. Locate cell G11. Here, document the month, two-digit calendar day, and year when the warranty work will begin after the words “Expected Start Date” then complete this time frame by reporting the exact date of completion after the words “Expected End Date” (in cell G12).
Step 6 – Produce A Manifest Of The Products Or Items Requiring Warranty Attention
The warranty products that require payment through the billing paperwork this work order will generate must be listed row by row in the table presented (beginning in cell A19). The first column is titled “Description” to call attention to its contents as the products under warranty. 
The F column in this table will require a numeral entered that represents the number of warranty products being discussed on the row it is reported in.
Regardless of how many items under warranty will be handled, produced, or repaired because of this paperwork, the amount of money that each will cost individually must be furnished as part of this table. Input this dollar value in the “Unit Cost” column beginning with cell G19 then working your way down for each warranty product defined in the first and second columns. Column G, in turn, will work with the value you recorded in the F column to produce the owed “Amount” for each row’s warranty item. This will display in column H with few additional totals near the bottom.
Step 7 – Complete The Warranty Service Or Product’s Pricing Details
Cell H30 in this table is set to receive the “Tax” amount the Warranty Company is obligated to add to the “Subtotal.” You must calculate this amount based on the laws that apply to the Warranty Company. If you are the Client, then you must obtain this value by contacting the Warranty Company directly. Once this dollar amount is obtained produce it in cell H30.
Step 8 – Document The Preparer’s Identity
The full “Name” of the Warranty Work Order’s Preparer must replace the brackets following the statement “Work Order Completed By” found in cell A32. 
Step 9 – Attach Any Remaining Details Necessary To Complete The Work Order
Cell A33 displaying the statement-label “Comments Or Suggestions” seeks any remaining disclosures, instructions, or concerns that should be documented with this paperwork. 
Step 10 – Obtain The Warranty Client’s Signature
The warranty work requested here must be confirmed as a valid request by the Client effecting this paperwork. For this effect, he or she must read the statement in cell A36 then sign the clank line labeled “Client Signature” in cell A37.
