The Engineering Work Order Template gathers the information an Engineering Firm or Freelancer seeks to solidify the details needed to satisfy a Client requesting service, design, maintenance, upgrades, or other engineering services the Firm provides. Specifics such as the Client’s billing information, the engineering project’s service and project requirements, and direct authorization from the Customer to proceed will be requested for an organized presentation of the concerned job request in the records of both Parties. By maintaining clear documentation of a job from the request stage, both Parties will enjoy a process that promotes clear communication and efficiency.
How to Write a Work Order in PDF & MS Word
Download: Adobe PDF Or Microsoft Word (.docx)
Step 1 – Save The Engineering Work Order Template In The PDF OR Word Format
The Engineering Work Order template viewable in the sample image is obtainable in the “PDF” or the “Word” file format by picking the button with the desired file type’s designation as a label. Optionally, you can access the file you desire using the links “Adobe PDF” and “Microsoft Word (.docx)” on display in this section.
Step 2 – Directly Address The Engineering Company Or Engineer Being Commissioned
The first requested task this work order sets is for a presentation of the “Company Name” used by the Engineering Service or Engineer’s legal operations and transactions supplied to the first text-field. 
A grouping of blank lines beginning with the label “Name” will need to be satisfied with an entry of the Engineer or Engineering Office Representative’s name. The next requirement of this grouping seeks the current mailing address of the commissioned Engineering Company Or Engineer. The items making up this address will be requested as three distinct reports. Thus, satisfy the “Street Address” line and the “City, State, Country” line with items making up the Engineering Company’s mailing address then input the postal code on the “Zip Code” line. The Engineering Company or Engineer’s “Phone” number and “E-Mail” require definition in this group of lines making up the header. Report on them using the last two spaces here to present them.
Step 3 – Officially Commission The Engineering Job
The engineering assignment that is being discussed should be assigned with a specific document identification number so that it can be referred to easily in the future. This filing ID is considered the “Work Order #” and should be dispensed on the next blank line available. 
Dispense the work order “Date” for the engineering assignment request being made to the line presented for entry on the right side of the page.
Step 4 – Compose A Presentation Of The Engineering Client’s Billing Details
The Engineering Client calling for this assignment should be identified by this work order. Continue to the next section down where documentation of the Engineering Client’s “Name” is required. 
Proceed to deliver the “E-Mail” address and “Phone” number of the Engineering Cline to the next two available lines. The full billing address, typically the business mailing address, of the Engineering Client is the focus of the next report. Three blank lines at the end of this section will accommodate your entry of this information as a “Street Address,” “City, State, Country,” and “Zip Code.”
Step 5 – Reserve The Engineer’s Project Work Dates
The “Order” section allows for both the Client and the concerned Engineer to agree and document the date range for the assignment. The blank line introducing this section seeks the engineering assignment’s “Expected Start Date.” The second empty line, labeled “Expected End Date,” will close this section with your report on the engineering assignment’s final work date.
Step 6 – Price The Engineer’s Products Or Supplies For This Job
Notice that a few tables will make up much of this document. The “Material” table holds the purpose of identifying all engineering products being sold. If the Engineer or Engineering Business is charging for parts or supplies, then these should be listed as well. Each such engineering item should be defined with an entry of its product name or number in the “Description” part of this table. 
The second column requires that the number of engineering products (or supplies, parts, etc.) the Client will be responsible to pay for be recorded as the “Quantity” entry of this table. Continue to discuss the engineering products by dispensing each one’s “Unit Cost” in the third column. The “Amount” required as payment for the number of engineering products to be purchased is the result of the “Quantity” and the “Unit Cost” being multiplied with each other. Perform this action then report its resulting value in the “Amount” column. Lastly, the “Material” table calls for every “Amount” to be added to a single sum in the “Total Material” box.
Step 7 – Attach The Engineering Schedule And Compensation
The second table, displaying the “Service” title, holds the intent of informing the Client how much the Engineer or Engineering Team must be paid for the work time involved for the assignment. The “Description” column that introduces this area requires a detail of the Engineer or Engineering Team’s work shifts displayed as the dates and times or work, the tasks performed, or the title of an agreement with this information. 
The “Hours” that make up the shifts the Engineer or Engineering Team will work on the Client’s assignment will be needed in the field adjacent to the defined engineering shift. Fill in the “Hours” column with this content making sure the number you document corresponds to the information in the first column. Every hour of work will demand payment for the Engineer or Engineering Team. Deliver this “Hourly Rate” to the third column. The last column where the “Amount” heading is placed, requests that every row’s “Hours” and “Hourly Rate” are multiplied resulting in the final figure for that row. Finally, add every engineering service “Amount” to a combined total in the “Total Service” field.
Step 8 – Distribute The Engineering Assignment’s Required Total
The “Subtotal” field at the beginning of the next table desires the sum of “Total Material” and “Total Service” input as its presentation. 
The “Tax” to be paid with the “Subtotal” must be calculated depending upon the Engineering Business or Engineer’s local government regulations. This sales or service “Tax” amount for the engineering assignment’s “Subtotal” is required in the field holding the “Tax” label. The Engineering Business or Engineer being commission will charge the dollar value in “Total” for the concerned assignment. Determine the engineering assignment’s “Total” by adding the “Tax” and the “Subtotal” to one another.
Step 9 – Name The Information Processor For This Work Order
Identify the Engineer, Client, or Office Employee processing this paperwork by delivering the requested job information on the empty line after the “Work Order Completed By” label.
Step 10 – More Information From The Engineer Or Client Can Be Furnished
A couple of empty lines are available as a convenient area to discuss additional topics surrounding the engineering job. The phrase “Comments Or Suggestions” preceding these lines will call attention to their contents as additional information so this content can be identified as such. 
Step 11 – Obtain The Engineering Customer’s Signature
The “Client Signature” line placed under the final statement will serve to obligate the Engineering Client’s compliance with the payment terms applying to the requested work. The Engineering Client must sign his or her name on this line, so this paperwork may proceed to the next step. 
How to Write a Work Order in MS Excel
Download: Microsoft Excel (.xlsx).
Step 1 – Download The Engineering Work Order Template As A Spreadsheet
The Engineering Work Order Template is accessible by connecting to the “Excel” file attached to the “Microsoft Excel (.xlsx)” link above or the similarly labeled button captioning the image sample displayed on this page.
Step 2 – Introduce The Engineer Or Engineering Firm As The Recipient Of This Work Order
It is crucial to the function of this document that the Engineering Firm or Engineer being addressed is properly identified. This task is set to the upper-left side of the spreadsheet beginning with cell A1. Here, the basic image and instructional label (“Add Your Company Logo here”) must be cleared from cell A1 while the formal logo of the Engineering Firm (or Engineer) being commissioned should be inserted as a replacement. 
Next, replace the bracketed placeholding phrase (“Company Name”) presented in cell A2 with the Engineering Firm’s or Engineer’s legal “Company Name” then proceed to cell A3 where the “Name” of the Recipient Engineer or Engineer Firm Employee receiving this work request is expected. The terms “Street Address,” “City, State, Country,” and “Zip Code” found in cells A4, A5, and A6 require attention to be given to the Engineering Firm’s (or Engineer) formal mailing address. Transcribe the material requested in these cells from the business address or mailing address monitored by the Engineering Firm or Contracted Engineer being addressed. Dispense a recording of the “E-Mail” address where the Engineering Firm (or Engineer) can be reliably contacted in cell A7 then attach the “Phone” number monitored by the Firm or Engineer for direct customer contact.
Step 3 – Documentation Of the Engineering Assignment’s Reference Material Must Be Presented
Locate the text in cell F5 then input the project or the “Work Order” number determined by the Engineering Firm or Engineer to store and retrieve this file. Follow up on the engineering project’s “Work Order” number with its official “Date” of issue in cell H5. The current “Date” occupies this field as a time-saver however, you can edit this as desired.
Step 4 – Identify The Engineering Client Issuing This Request
The Engineering Client issuing this request for products or services must be named as the Party to be billed for the assignment being commissioned. Thus distribute the Engineering Customer’s “Name” as the content of cell A11 then his or her entire billing address to cells A12, A13, and A14 by replacing the address items each is labeled with (“Street Address,” then “City, State, Country,” and lastly “Zip Code”) with content from the Engineering Customer’s billing address. 
In addition to the Engineering Customer’s billing address, this Entity’s direct contact information be expected. Clear the “E-Mail” and “Phone” placeholding labels found in cells A15 and A16 from their fields then document the Engineering Customer contact information requested by these fields.
Step 5 – Make A Reservation For The Engineering Assignment’s Dates
The “Order” section in column G must now be tended to with some information. This section calls for the first and last work dates of the engineering project or assignment. Cell G11 shall accept the first date of the engineering project furnished after the label “Expected Start Date.” Cell G12 allows a follow-up report with its label of “Expected End Date.” Estimate the assumed completion date of the engineering date then display it in the space following the label.
Step 6 – List The Engineering Products To Be Ordered
The definitions needed to bill the Engineering Customer for the “Material” the Engineering Firm (or Engineer) shall produce or use to satisfy the project request will be address in the table found on the 18th row. Begin with a recording of all the engineering material(s) to be ordered in the “Description” section found in column A of this table. Generally, the names or manufacturer/serial number of the engineering assignment’s products will be expected. 
The number of engineering material(s) being ordered should be attached to the name or ID number previously reported. The adjacent fields to the “Description” area can be found in column F under the “Quantity.” This may be an estimation if necessary but try to be as accurate as possible. Ideally, you can obtain the “Quantity” directly from the Engineering Customer. Every engineering produce will naturally have a predetermined price for a single piece. The delivery of this “Unit Price” should be made to column G of this table. Notice, that a formula in the H column will dispense an owed “Amount” for the engineering product on each row.
Step 7 – Attach The Engineering Team Or Engineer’s Billable Schedule
The engineering project time is the next topic requiring a discussion. The “Service” table (found on the 26th row) will handles such task nicely. First, list the dates when the Engineer (or Engineering Team) will engage in project work for the Client in column A (or “Description”). Ideally, this will be accompanied either by the shift start and end time for that date or the scheduled task. 
The second column bears the appropriate title of “Hours.” Here, in column F, the assumed number of “Hours” the engineering project will require for the scheduled shift must be documented on the same row. Lastly, the pay rate for every one hour of project work the Engineering Team (or Engineer) expects as compensation is required. Column F, designated with the phrase “Hourly Rate,” sets itself to accept this value. Once input, the “Hourly Rate” will be multiplied by the Engineering Team or Engineer “Hours” for that row’s shift and the “Amount” to be paid will be presented in column H.
Step 8 – Determine The Official Taxes For This Job Then Deliver A Report
One final amount is required by column H. In cell H36 (labeled with the term “Tax”) any and all sales or service “Tax” that must be charged with the transaction this work order will prompt must be reported in cell H36. Make sure to use the current “Tax” codes set in place by the relevant jurisdiction’s requirements for this type of transaction. 
Step 9 – Deliver All Work Order Contributor Identity(ies)
The entire name of every Party that has distributed, furnished, or directly entered information to the document above must be displayed to the left of the “Total” in cell A37. Delete the “Individual’s Name” term from this field to replace it with the Preparer(s) name(s).
Step 10 – Compose Additional Information As Needed
Cell A38 allows more content included regarding the engineering project or either Party. The term “Comments Or Suggestions” has been placed on display in this field to call attention to whatever additional material is presented in the space following these words. 
Step 11 – Gain The Engineering Customer’s Approval Through the Act Of Signing
It is strongly advised that every engineering project’s proposed payment be acknowledged and accepted by the Client. Thus, this sheet makes the Engineering Client’s signature mandatory after the declaration made in cell A41. He or she should give a careful review of the above terms and sign the blank line in cell A42 (“Client Signature”) to show acceptance then release the signed document to the Engineering Firm or Engineer being commissioned. ` 
