The Electrical Contractor Work Order Template delivers a reliable means of documenting the service request a Client submits for electrical services, products, and work. The Electrical Contractor will sometimes be called upon to produce this paperwork in the field while a standard day in any office may also involve taking down the specifics of a job over the phone or by email then issuing a formal work order to be executed. The Electrical Contractor will be able to keep such paperwork consistent from Customer to Customer by utilizing a template across the board. For the most part, many service requests can be well-defined through the subject matter this template requests however, if needed, this document remains editable.
Electrical Contractor Invoice –
How to Write an Electrical Contractor Work Order in PDF & MS Word
Download; Adobe PDF or Microsoft Word (.docx).
Step 1 – Acquire The Electrical Contractor Work Order
Download the Electrical Contractor Work Order Template from this page. This file can be accessed and downloaded as an “Adobe PDF” as well as a “Microsoft Word” file. Choose the type you prefer to obtain and work with by selecting the appropriately labeled link above or button captioning the sample template image (“PDF” or “Word”).
Step 2 – Assign This Work To The Appropriate Electrical Contractor
The Electrical Contractor being commissioned with this work order must be named as the document begins. The “Company Name” field at the top of the page will request that his or her Sole Proprietor or “Company Name” is reported. 
The set of blank lines below the Electrical Contracting Business you have named seek to support this Business Identity with some basic information beginning with the “Name” line where the full “Name” of the Electrical Contractor or the Office Worker for this Business should be displayed. Continue with a record of the Electrical Contractor’s mailing address. It should be recorded down three blank lines that are labeled to call for specific address items. The first line of the Electrical Contractor’s business address should be placed on the blank space “Street Address” and the empty space labeled “City, State Country” seeks its information from the Electrical Contractor’s second address line. This leaves the postal code to be entered separately on the “Zip Code” line. It should be noted the address recorded here will likely be used in the future by the Client to contact the Electrical Contractor by mail or even send payment (unless otherwise instructed). The follow-up information to the mailing address of nearly every Business Entity is some options for direct contact. The “Phone” line and the empty space labeled “E-Mail” will accept the Electrical Contractor’s business telephone number and current customer service email address reported to their content.
Step 3 – Dispense The Electrical Work’s Document Information
The work order being developed will likely be referred to and possibly dispensed to either party in the future (as a reproduction). To enable efficient storage of this record, it is best to assign a distinct record number to it. Produce the “Work Order #” used for this purpose on the blank line carrying this label. 
The “Date” when the work order for electrical work is formally issued to the Electrical Contractor should be dispensed to the blank line labeled “Date.”
Step 4 – Identify The Electrical Client Requiring The Concerned Work
The Client commissioning the Electrical Contractor must be named to this role in the next question. This area, “Client Information,” contains several lines that will be used to accomplish this. The “Name” line in this section should be populated with that of the Party or Business Entity that intends to hire the Electrical Contractor. Furnish this requested content accordingly. 
The “E-Mail” line and the “Phone” line in this section seek the Electrical Client’s information. This should be the contact material needed to correspond with or call the Electrical Client during the project’s work hours or standard business hours (8:00 AM To 6:00 PM). In addition to the above material, the address where the Electrical Contractor can be reached should be presented. Three labeled spaces (“Street Address,” “City, State, Country,” then “ZIP Code”) will accept the entries you transcribe from the Electrical Contractor’s mailing address to the spaces requesting these items.
Step 5 – Discuss When The Electrical Work Should Take Place
The concerned work will need to have defined by the dates when it is to take place. Ideally, this schedule will have been discussed between the Electrical Contractor and Client by the time it is reported. First, report the full date when the first day of work is set on the blank line attached to the “Expected Start Date” label.” If there is no set date because work is to take place immediately, then you may record the current date or the word “Immediate.” The next line under the “Order” heading will seek the date when the electrical project is expected to terminate naturally. Record this date on the space labeled “Expected End Date.” If there is no official termination date, then the words “Upon Completion” or “Indefinite” may be reported.
Step 6 – Furnish Material Requirements For The Electrical Work
Several tables are included in this work order’s display to cover the (assumed) specifics involved to complete the electrical project along with the “Total” the Electrical Contractor will be entitled to collect in exchange for his or her efforts. The “Material” table will handle the topic of the physical products and supplies the Electrical Contractor will provide for the concerned commission. The first column of the “Material” table refers to the electrical supplies (or products) the Contractor will obligate the Client to pay for. All such items should be documented by part name or product ID number on a row-by-row basis. 
The “Quantity” (or number) of all electrical items that will require payment must be dispensed to the second column. “Unit Cost,” the third column’s title, refers to the amount of money the Electrical Contractor must collect for the electrical product or supply defined on that row. This must be the price of just one piece or one unit. The “Amount” column each row leads to expects a minor calculation to take place. Here every electrical product must have the “Quantity” that is required multiplied with its “Unit Cost” with its result displayed under “Amount” on the same row where this calculation took place. Now that every electrical product that requires payment has been discussed continue to the text field labeled “Total Material.”
Step 7 – Report On The Electrical Service Hours Involved
The second table is set to document the time the Electrical Contractor will expect to contribute to the project. The first column in the “Service” table, titled as “Description,” should be presented with the dates and times that the Electrical Contractor will be expected to work. 
After furnishing the “Description of each shift that will be required for the electrical project, proceed with an entry of the number of “Hours” that will be worked during the concerned shift in the second column. The third column, “Hourly Rate,” should be supplied with the exact dollar amount that the Electrical Contractor will require in exchange for one hour of work. This may vary from shift to shift (especially if overtime is involved) so make sure to report each value accurately. The fourth column of the “Service” table will expect that the “Amount” the Electrical Contractor will be paid for the concerned shift (on that row) be documented. Reach this value by multiplying the “Hours” of a shift by the concerned “Hourly Rate” applied to that shift. Work only across each row. Lastly follow the fourth column to the last field, labeled as “Total Service.” Add every service amount to one total then produce it for display in this field.
Step 8 – Summarize All Electrical Work Charges
Now that all electrical supplies and work shifts have been presented with the totals required to pay for them a basic courtesy of summing these values should be completed. Add the electrical job’s “Total Material” with its “Total Service.” This result should input in the field labeled “Subtotal” 
The “Tax” that must be collected as a sales or service “Tax” for the Electrical Contractor’s “Subtotal” should be documented in the text box to the right of the word “Tax.” The “Total” that must be paid should be presented as the sum of the “Subtotal” and the “Tax” that the Electrical Contractor must collect.
Step 9 – Identify Yourself As The Preparer
The next portion of this work order requires that a record of the individual completing and submitting this paperwork be reported on the blank line following the words “Work Order Completed By…”
Step 10 – Document Additional Electrical Work Comments Or Paperwork As Required
The blank lines designated with the words “Comments Or Suggestions” can be completed by either party however, it must be filled out before the Client signs this paperwork into effect. Record all additional provisions that both Client and Electricals Contractor agree should be included on these lines. If no additional material is needed this area can be left untouched. 
Step 11 – Gain The Electrical Client’s Signature For This Commission To Proceed
It was mentioned earlier that the Electrical Client must sign his or her name. This should only occur after this Party has reviewed the information above and agrees with the statement starting with the phrase “I, The Client, Authorize The Aforementioned Work…” Once the Electrical Client has reviewed and agreed with everything above the “Client Signature” line, he or she should sign it.
How to Write an Electrical Contractor Work Order in MS Excel
Download; Microsoft Excel (.xlsx)
Step 1 – Download The Electrical Contractor Work Order Spreadsheet Template
Save the Electrical Contractor Work Order using the “Excel” button or the “Microsoft Excel” link on this page to issue it using a spreadsheet format.
Step 2 – Present The Electrical Contractor’s Business Information
The Electrical Contractor’s Business or the Sole Proprietorship making up his or her Business should be identified at the top of this spreadsheet. Cell A1 contains an image and the “Add Your Company Logo Here” text, replace both items with the logo the Electrical Contractor uses to present his or her Business to the public. 
Cell A2 displays its placeholder text in a larger font. Here, the bracketed words “Company Name” must be deleted in favor of your entry of the Electrical Contractor’s Business Name. The next field seeks the “Name” of the Electrical Contractor. If the intended Recipient is an Employee of the Electrical Contractor, then present this Party’s “Name” in cell A3. Cell A4 (“Street Address”) and cell A5 (“City, State, Country”) are reserved for the address lines making up the Electrical Contractor’s mailing address leaving cell A6 as a staging area for the Electrical Contractor’s “Zip Code.” Generally, two more options for contact are usually presented with the mailing address. The Electrical Contractor’s “E-mail” address is expected as the content of cell A7 while the next field down, cell A8, seeks the Electrical Contractor’s office telephone number produced.
Step 3 – Dispense Reference Material For The Electrical Job
Focus on the shaded bar containing the titles “Work Order” and “Date.” While the fields these titles refer to are already populated, each one must have its presentation replaced with information. Cell F5 expects the unique document number assigned to the electrical job’s work order documented in place of the bracketed word “No.” The “Date” field currently allows its default calendar “Date” (cell H5) to be set by your desktop clock. This will be the “Date” when the Client formally requests the Electrical Contractor’s services through this document but may be changed at will.
Step 4 – Introduce The Electrical Client As The Hiring Party
The Electrical Client must be assigned his or her role through the “Client Information” section. Cell A11, the first field presented, expects the Electrical Client or Customer’s full “Name” submitted for display. Once the Electrical Client’s full “Name” has been dispensed, enter his or her complete mailing address in cell A4 (“street Address”), cell A13 (“City, State, Country”), and A15 (“Zip Code”). The “E-Mail” label in cell A15 indicates that in addition to the mailing address, the Electrical Client (or Customer) business email address must be presented. Cell A16 completes the Electrical “Client Information” section with the “Phone” label. This reserves the field for your production of the Electrical Client’s active telephone number during business hours to be furnished as a replacement for the “Phone” label the field currently contains.
Step 5 – Document The Time When The Electrical Work Must Be Done
The “Order” section of this spreadsheet will handle the task of setting the time frame for the electrical job. That is, when it should start and when it should be finished. Cell G11, labeled “Expected Started Date” requires a submission of the first calendar date the Electrical Contractor must begin working for the Client. Produce this content as requested.
Cell G12 completes this section with a request for the official last day of the electrical job. That is, the final day the Client will pay the Electrical Contractor for work done without additional approval.
Step 6 – Produce A Report On The Electrical Job’s Materials
Now that all the supporting information for the electrical job has been supplied, it will be time to discuss the job itself. This process will take place across three tables. First, the “Material” table found on the nineteenth row will set the electrical items the Contractor must bill for this job in writing. Column A will accept a “Description” of these electrical job supplies entered row-by-row beginning with cell A19. 
Column F, or the “Quantity” column, intends to match the number of electrical supplies ordered with the part name or part number the was listed in the “Description” column. Thus, starting with cell F19, work your way down column F by entering the number of items ordered. Every row holding a described electrical supply should have a corresponding “Quantity” displayed.
The third column of the Electrical Contractor’s “Material” table is found in column G of this sheet and expects the first entry in cell G19. Every row that has been supplied with a “Quantity” value must also be assigned a “Unit Price.” This column requires a production of the dollar amount expected for a “Quantity” of “1” regardless of the actual entry made. Every row containing both a “Quantity” and a “Unit Price” will produce an “Amount” owed for the electrical “Material” being ordered for this job.
Step 7 – Formally Commission The Electrical Contractor’s Time
A second table, carrying the title “Service,” will document the time the Electrical Client will compensate the Client for working once it is completed. Column A of the “Service table requires the first field (cell A20) to be satisfied with the work date, shift start time, and end shift time when the Electrical Contractor is expected to be on the job. You may use as many rows as needed to define all the shifts required for this job. The adjacent column, “Hours,” will need a report on the exact amount of time the Electrical Contractor will be obligated to work on the shift defined earlier on that row. The next column, bearing the “Hourly Rate” title, should be used to document the dollar amount that will be paid for a single hour of work performed by the Electrical Contractor during the concerned shift. Keep in mind this entry will participate with your entry in column F to produce the “Amount” that must be paid for the shift defined on that row.
Step 8 – Complete The Electrical Job’s Total Table
The final table of this spreadsheet begins with the “Subtotal” field (cell H34) and terminates with the “Total” (cell H36). Both these values will be calculated based on the previous entries, however, cell H35 (labeled “Tax”) is required for the “Total” to be accurately derived. The Electrical Contractor may be required to collect a sale and/or service “Tax.” If so, the “Tax” to be added to the “Subtotal” (automatically) should be input to cell H35’s contents. 
Step 9 – Inform The Recipient Of The Submitter’s Identity
You must input your name as the Preparer of the content above. Furnish it to cell A37 as a replacement for the bracketed label “Individual’s Name.”
Step 10 – Include Additional Comments Regarding The Electrical Job
Cell A38 continues the work order’s ability to provide information from one Party to another. The space after “Comments Or Suggestions” can be used to include more content on the electrical job, conditions applied, and payment expected. This field may be considered optional. 
Step 11 – Present The Electrical Client’s Signature As Confirmation
The Electrical Client or Customer should be informed of his or her obligation to sign the blank line labeled “Client Signature.” Make sure he or she has ample time to review the above work order and that the signature is provided as an acceptance of the statement displayed in cell A41. 
