The Property Management Work Order Template is used to establish the project requirements set forth by Landlords, Property Owners, or Property Managers. Since such assignments can range from rent collection to taking applications or handling viewings to landscaping, this template will focus on organizing the material needed to define what a Property Management Company or Service Provider will be commissioned to complete regardless of the exact nature of the work. Thus, while the information will vary from Client to Client, the method by which it is obtained and reviewed may remain consistent. Often this can reduce the time needed to obtain the Customer’s approval thus, reaching the point of providing billable services sooner rather than later. In addition to displaying the concerned job information, this paperwork will also serve as proof of the Client’s authorization since this will be necessary to complete it.
How to Write in PDF & Word
Download: Adobe PDF Or Microsoft Word (.docx)
Step 1 – Use This Site To Acquire The Property Management Work Order Template
Select the “PDF” or “Word” buttons presented under the Property Management Template sample image to access the concerned paperwork. The links (above) in this section will also grant access to the same files.
Step 2 – Name The Property Management Company Being Addressed
The full name of the Property Management Company whose services are being commissioned is the first detail to be required by this template. This task is set for the first text box (found in the upper left) where the term “Company Name” is displayed. Replace this phrase with the legal name of the Property Management Company. 
Several blank lines located below the concerned Property Management Company’s name seek to further define how this request should be directed. Begin by furnishing the “Name” of the Property Management Representative who must receive this paperwork on the first of these lines. The address where the Property Management Company requires this form (and follow up correspondence) to be sent should be documented next. Utilized the lines labeled by address items to record the “Street Address” (i.e. building/street/suite number) of the Property Management Company’s business address as well as the “City, State, Country” then “Zip Code” according to the requesting label. Once the formal mailing address has been paired with the Property Management Company (and its Representative), continue to the line labeled “Phone” where the office telephone number or customer service line maintained by the Property Management Company. Complete this area with a record of the “E-Mail” address required to contact the Property Management Company electronically
Step 3 – Include The Filing Information For This Management Or Maintenance Request
Now that the header above will direct this request properly, a specific or unique “Work Order #” or document ID number should be attached to the property management request being developed. 
The “Date” line also serves to aid in this paperwork’s filing, as well as solidify when the information making up the property management assignment is formally documented. Report the calendar date when this paperwork is completed on the empty line labeled “Date.”
Step 4 – Attach The Property Management Client’s Billing Material
Proceed to the next section where the full “Name” of the Property Owner Or Landlord arranging for the requested services to be performed on the first blank line in the “Client Information” section. 
A reliable means of contact used by the Property Owner or Landlord should be documented. Unless otherwise indicated, make sure the “E-Mail” address and the “Phone” number you record in the “Client Information” section can both be used to reach the Property Owner or Landlord reliably while the job is in progress. The address used by the Property Owner or Landlord for business correspondence should be part of this report thus, dispense the mailing address of the Property Owner or Landlord down the final three lines of this section (“Street Address,” “City, State, Country,” “Zip Code”).
Step 5 – Discuss The Property Maintenance Or Management Dates
The dates when the property management tasks must be performed are the next subject. Report the first date of work for this “Order” on the “Expected Start Date” line on the right. Document the final property management date on the line labeled “Expected End Date.”
Step 6 – List The Billable Items Required For The Property Management Assignment
Several tables will be utilized to establish what the Property Owner or Landlord requires and how much will need to be paid in compensation. The “Material” table determines the first of these topics to be a record of all physical items that the Property Management Company will provide as part of this assignment or will sell as merchandise. All physical items the Property Owner or Landlord will be expected to pay the Property Management Company for providing should be listed by name or manufacturer ID number in the “Description” column of this table. Examples of such billable items include cleaning products, HVAC supplies, office supplies, and landscaping items. 
The total number of property maintenance or management products that will require payment should also be reported. The “Quantity” heading names the second column of this table as the staging area for the number of items that will be billed. Continue to the “Unit Cost” column then fill in the payment needed for one of the products (described earlier on the same row) as a dollar amount. The “Quantity” of property maintenance or management product multiplied by its “Unit Cost” will yield the “Amount” the Property Owner or Landlord will need to pay in exchange. Perform this calculation for each row presenting the result in the final column. Add all amounts expected by the Property Management Company for the products listed, then fill in the box “Total Material” with this sum.
Step 7 – Distribute The Property Management Schedule Needed By The Client
The “Service” table seeks a “Description” of every work shift being commissioned of the Property Management Company. Ideally, the first column should be populated with the Property Management Company’s scheduled dates (and times) of service to the concerned property. 
Next, furnish the second column with the number of “Hours” that make up the Property Management Company shift scheduled in the first column of “Service” The “Hourly Rate” column seeks payment that should be submitted for one hour of the property management work performed. This dollar amount will be considered the applicable pay rate for the shift detailed earlier. Multiply the number of “Hours” the Property Management Company will work during a shift with the “Hourly Rate” that will be applied. This result is the “Amount” the Property Owner or Landlord must compensate the Property Management Company with for the proposed assignment. The “Total Service” box seeks the sum of each row’s “Amount” entry added to a single sum. Present this sum as the payment that the Property Owner or Landlord must pay for the work would need to pay for the proposed “Service”
Step 8 – Establish The Assumed Totals For the Proposed Property Management Assignment
The third table requires that we present the Property Owner or Landlord with the sums needed for both products and services. Thus, locate then add the “Total Material” value to the “Total Service” value. Record this as the property maintenance or management assignment’s “Subtotal” in the first box of the final table. 
Oftentimes, the Property Management’s products and services will be subjected to a sales/service “Tax” or a value-added “Tax.” Largely this depends on the concerned jurisdiction(s) that holds governance over either Party and the potential transaction being detailed. Subject the property maintenance or management’s “Subtotal” to the applicable “Tax” codes then furnish the result in the second box of the totals table. A documented “Total” must now be presented to the Property Owner or Landlord seeking the services and the products above. This figure is the result of the property maintenance or management’s “Subtotal” added to the “Tax.”
Step 9 – Furnish The Full Name Of The Property Management Request’s Preparer
The Person reporting on the property management requirements for this assignment must be named once the above information is completed. Report the name of this Party (the Preparer) on the line attached to the words “Work Order Completed By.”
Step 10 – Property Management Instructions, Comments, Or Disclosures Can Be Made At Will
If any additional property management instructions, requests, or information require documentation with the content detailing the Client’s needs, use the “Comments Or Suggestions” lines to provide them. 
Step 11 – Deliver The Property Management Client’s Signature Of Authorization
The Property Owner or Landlord named as the Client must sign the “Client Signature” line at the bottom of the page to signify his or her compliance with the payment terms in place. 
How to Write in Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Save The Property Management Excel Template
The “Microsoft Excel (.xlsx)” link in this section enables a direct download of the Property Management Template in a spreadsheet format. Notice the “Excel” button captioning the concerned preview will deliver the same file to your machine when selected.
Step 2 – Directly Address The Property Management Business
Open this document then, remove the “Company Logo” example in cell A1. As a replacement for this material, furnish the Property Management Business’s formal “Company Name” in cell A1. 
Cell A2 seeks the Property Management Business’ full “Company Name” supplied as its content. The Property Manager responsible for this account and/or this paperwork should be identified in cell A3. His or her full “Name” should be entered in place of the label this field presents to that this document can be directed properly. In addition to naming the Property Manager, the address where he or she can be contacted with the Property Management Business should be reported to cells A4 (labeled with the term “Street Address”), A5 (designated as “City, State, Country”), and A6 (labeled “Zip Code”). The “E-Mail” address and the telephone number where the Property Manager can be reached regarding the maintenance or management request being documented should be provided in cells A7 and cell A8, respectively.
Step 3 – Identify This Paperwork As Originating From The Property Manager
Report the formal “Work Order” number that will be used as this documented request’s filing number in cell F5. The “Date” that should be associated with this paperwork’s filing material as the initial day this request of made of the Property Manager is required in cell H5. Your desktop settings already supply this content however you can edit this to a more appropriate “Date” for the property management project.
Step 4 – Name the Property Manager’s Client
The Property Manager’s Client should be assigned to this role. Thus, record the Property Management Customer’s “Name “in cell A11 of the “Client Information” section. 
Proceed with the “Street Address” of the Property Management Client in cell A12, his or her “City, State,” as well as the “Country” in cell A13, then finally conclude with the “Zip Code” in the mailing address of the Property Manager’s Client in cell A14. Cell A15 and cell A16 are held by the “E-Mail” and “Phone” labels where the means to write the Property Manager’s Client electronically or to initiate a call should be produced for display.
Step 5 – Reserve The Property Management Service Date
The dates when the Property Manager’s team will be scheduled to work on the property are required. Cell G11, holding the “Expected Start Date” label, should be provided with the first calendar date when work for the Property Manager’s Client will commence. Next, fill in the final calendar day of work for the Property Manager (and team) in cell G12 after its label (“Expected End Date”).
Step 6 – Account For The Materials Needed For The Property Management
The supplies that will be needed for the property (i.e. applications, cleaners, landscape products) should only be billed to the Property Manager’s Client if he or she approves of the property maintenance or management products for the job. Column A, titled with the “Description” column, seeks an account of these products for the Property Manager Client’s approval. They may be listed by the product name or serial/manufacturer number and must be delivered to this column row-by-row. 
Next, estimate then report the “Quantity” that will be ordered by the Property Manager for the job in the second column. Each “Quantity” should be corresponded with the property “Material” to be provided then billed. The “Unit Price” that will be collected for a single product or piece of merchandise listed on a row must be discussed. Proceed to record this cost to the Property Manager’s Customer in column G. The concerned cost will then provide the final piece of a formula used by column H as the “Amount” that must be paid for the detailed products.
Step 7 – Detail The Billable Property Management Service Time
The “Service” table that follows seeks the dates and the times the Property Manager and Client expect work on or for the property to take place. Column A’s “Description” title requests a reliable definition of these times. Thus, document the property “Service” dates and, if possible, times when the Property Manager’s team will work. If this information has already been solidified in an agreement, you may cite the dates of work, the agreement, or the tasks that will be handled on that date. The column labeled “Hours” seeks the Property Manager’s billable work time for the dates delivered in the first column. Furnish a count of these “Hours” in column F. Refer to column G for your next entry on the row being worked on. The “Hourly Rate” that will be paid to the Property Manager for every one hour of provided “Service” must be documented on the same row in the third column. This immediately populates several cells in column H. Additionally, it will incorporate itself to the totals in the next table, therefore, make sure this is accurately entered.
Step 8 – Report On The Property Management Payment’s Tax Requirements
The “Tax” that will be collected by the Property Management Business on the “Subtotal” at the time payment is submitted should be displayed in cell H37. This figure must be the total taxes (i.e. sales, service, value-added) the Tax Entity governing this transaction expects the Property Management Business to collect from the Client. 
Step 9 – Document The Property Management Request’s Preparer
Cell A37 presents the statement “Work Order Completed By” with the expectation that the bracketed label it leads to is replaced with your name as the Preparer or Data Provider to this template.
Step 10 – Produce Additional Presentations For Either Party If Needed
The “Comments Or Suggestion” section found in cell A38 can be supplied with more specifics or dialogues as required by either Party for this correspondence. If no other information will be necessary, then leave this area as is.
Step 11 – Obtain The Signature Of The Property Management Customer
Cell A42 of this spreadsheet found directly under the displayed acknowledgment statement contains a blank line where the Property Manager must be supplied with his or her Client’s signature of authorization. The “Client Signature” needed to approve the above work will display the Client’s intent to satisfy the defined payment terms for this job. 
