The Window Blinds Installation Work Order Template utilizes a predetermined structure to aid the administrative necessity of gathering the details of a Client’s product and installation request to a single document. This allows for the data making up a Client’s order as well as its review and storage to remain consistent from one job to the next. Several topics will need to be produced to the sections presented through this template so that it can be considered a complete record in most cases. If needed, this paperwork also accepts discussions on topics not normally included through a special section reserved for this purpose.
How to Write in PDF & Word
Download: Adobe PDF or Microsoft Word (.docx)
Step 1 – Acquire The Window Blinds Installation Work Order Template From This Page
The Window Blinds Installation Work Order Template available to view through the featured image can be downloaded directly to a preferred folder in your system by selecting the “PDF” or “Word” button captioning the sample picture. If desired, the “Adobe PDF” or “Microsoft Word (.docx)” links made available above this section.
Step 2 – Address The Window Blinds Installation Service In The Introduction
After this paperwork has been accessed as either a pdf or word document, locate the language “Company Name” at the top of the template. The full name of the Window Installer’s Business should be furnished to replace the words in the text field containing this label. 
The Window Installer or an Employee of the concerned Window Installation Company introduces the first set of empty lines of this template. The “Name” line will accept this person’s identity. It is recommended that you produce the first, middle, and last “Name” of this Installer or Employee regardless of familiarity as this will aid in properly directing this paperwork. A valid mailing address that is well-maintained by the Window Installation Company for its business correspondence shall be displayed in this area with these names. The Window Installation Company’s mailing information will display as you satisfy the “Street Address” line, the “City, State, Country,” line as well as the “Zip Code” line with information transcribed directly from this address. The Window Installation Business should also have some supporting contact information for the address above. Thus, deliver a production of the “Phone” number of the Window Installation Business then its “E-Mail” address on the last two blank lines.
Step 3 – Establish The Reference Material For The Installation Request
The work order number that is requested by the empty line on the left (below the header) will act as a unifying reference tool for the information making up the Client’s request for a window blind installation. 
Next, associate a specific “Date” with the information you recorded on the “Work Order #” line. The “Date” when the window blind installation is officially requested should be placed on the blank line on the right side of the page.
Step 4 – Introduce The Window Blinds Installation Customer
The Window Installation Client requesting service shall be named on the first line following the header “Client Information. This must be the full “Name” of the Party who will assume the responsibility of paying for the requested installation when the invoice arrives. 
The section titled “Client Information” makes several more requests concerning the Window Blinds Installation Customer. For instance, the email address and daytime telephone number of the Window Blinds Installation Client on the second and third blank lines in this section (labeled with the terms “E-Mail” and “Phone” respectively. Documentation of the Window Blinds Customer’s billing address is requested by the “Street Address” line and the one labeled “City, State, Country.” Both items when combined with the “Zip Code” you report on the final blank line serve to define the address that should be used as a delivery envelope label for future mailings to this Party.
Step 5 – Define When The Window Blinds Installation Can Occur
The “Order” section on the right will handle the basic service request made. Here, the first calendar date scheduled for the installation should be input immediately after the phrasing “Expected Start Date.” The “Expected End Date” for the window installation is also needed. The final date when the Window Blinds Installer will be scheduled to work is required on the second blank line in the “Order” section.
Step 6 – Price The Window Blinds And Installation Materials Requested
The installation of the window blinds may require that payment for the blinds as well the installation supplies be paid after the fact. Before this job begins, however, the Customer will need to be able to review the charges for physical products (i.e. window blinds, hooks, mounts, etc.). Detail these products by entering their names or serial numbers row by row in the “Description” column. 
The “Quantity” section making up the second column seeks the number of window blind sets or mounting materials entered to continue the report on the window blinds supplies that will be provided. Now, consult the pricing schedule agreed to by the Customer then supply the exact amount of money expected for a single item of the window blinds installation product defined on that row. Engage a brief calculation for every row furnished with information where the “Quantity” is multiplied with the “Hourly Rate” This “Amount” should be placed at the end of the row to conclude an item’s cost report.
The last box of the “Amount” column is labeled with the words “Total Material” and should be used to display the sum of every “Amount” added to one another.
Step 7 – Document The Window Blinds Installations Service Compensation
The second table, named “Service,” reserves its content to present the specifics of the work time requested for the window blinds installation. The dates when the blinds are scheduled to be mounted or installed are required by this table’s first column (titled “Description”). A log of dates and times is the standard “Description” of the work time required but you can also provide the project names or tasks scheduled on a day by day basis. 
Count then document the amount of time that will be scheduled to install the window blinds in the “Hours” column of this table. The expected hourly pay rate the Window Blind Installation Client will be owed for the installation project should be established in the “Hourly Rate” column. Thus, use the third column to indicate how much the Window Blinds Installer must be paid per hour. The final area of the “Service” table seeks the result of a quick calculation. To reach the “Amount” that will be billed for the window blinds installation time, multiply the “Hours” scheduled with the Window Installer’s “Hourly Rate.” This calculation will yield the exact “Amount” that will be owed for the “Service” being defined. Complete this table by adding every “Amount” value to the other. Once a sum of all amounts is reached, dispense it to the box labeled “Total Service.”
Step 8 – Summarize The Window Blinds Installation Charges To Be Collected
The third table of this template requires its first entry to be the result of the “Total Material” charge for the window blinds installation to be added to the “Total Service” charge. Produce this sum as the window blinds installation’s “Subtotal” where requested. 
Continue one field down to the box labeled “Tax.” This requires that the taxation codes applying to point of sale transactions be applied to the window blinds installation “Subtotal,” so that the full sales and/or full service taxes can be produced as a single value in the box labeled “Tax.” The “Total” that will be required for the window installation defined by this paperwork shall be the sum of its “Subtotal” and “Tax” values. Add these together to report the “Total” payment the window blinds installation will require.
Step 9 – Deliver The Reporter Name For This Request
You are expected to identify yourself as the Documenter of the window blinds installation details above. Record your name on the line attached to the words “…Completed By.”
Step 10 – Conclude With Unaddressed Content Regarding The Installation Or Involved Parties
Any “Comments Or Suggestions” relevant to the installation of the above blinds or either of the Parties at the center of this paperwork can be delivered to the blank lines provided below your name and the last table. These may be unattended if no relevant or additional information is needed. 
Step 11 – Obtain The Window Installation Customer’s Signature
The signature of the Window Blinds Installation Client is the final requirement this template presents. The “Client Signature” line has been coupled with a declaration to adhere to the payment terms for the above work thereby acting as proof that the Window Blinds Installation Client will fulfill the obligation of payment as required once it is signed by him or her. 
How to Write in Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Obtain The Window Blinds Work Order Spreadsheet Template From This Page
The “Microsoft Excel (.xlsx)” version of the Window Blinds Installation Work order Template can be accessed with the link in this area of the page or through the “Excel” button captioning the preview.
Step 2 – Identify Window Blinds Service Provider As This Document’s Recipient
The Window Blinds Installation Service that will be commissioned with this paperwork should be introduced at the beginning of the template. Column A carries this task and presents a few fields to achieve it. First, insert the current (and legal) logo of the Window Blinds Installation Service to the content of cell A1. 
Continue to cell A2 to present the Window Blinds Installation Service’s “Company Name.” Next, insert the “Name” of the Window Blinds Installer or Installation Service Representative in cell A3. Distribute a production of the Window Blinds Installation Company’s business address in cell A3 (containing “Street Address”) and cell A4 (otherwise known as “City, State, Country”). Dispense the Window Blinds Installation Company’s formal “Zip Code” to cell A6. In addition to the above address, the Window Blinds Installation Service “E-Mail” address and “Phone” number should be distributed to cell A7 and cell A8.
Step 3 – Distribute The Recommended Filing Information Associated With This Request
The “Work Order” field found on the right of the spreadsheet in column F seeks the official request number or reference number for the window blinds installation presented in cell F5. A specific “Date” will need to be identified as the formal request “Date.” The current “Date” has been assigned to this task but the contents of cell H5 can be replaced with a “Date” of your choosing.
Step 4 – Establish The Paying Window Blinds Installation Customer
The full “Name” of the Installation Client requiring the concerned window blinds in cell A11 of the “Client Information” section. 
Cell A12 and cell A13 present two labels seeking production of the Window Blinds Installation Customer’s “Street Address” then the “City, State,” and “Country.” After providing the two basic lines making up the Window Installation Customer’s mailing or business address, the postal code where the above address is found will be required cell A14 (“Zip Code”). Next, dispense a record of the “E-Mail” address where correspondence can be sent electronically to the Window Blinds Installation Customer as the content of cell A14. Complete the contact report for the Installation Client behind this work request by dispensing his or her current telephone number to cell A16 (“Phone”).
Step 5 – Attach A Reservation For The Window Blinds Installation Dates
The dates defining when the window blinds installation must begin and when the installation must be completed should be defined in the next section (titled “Order”). Cell G11 has been placed with the words “Expected Start Date” to solidify this fact for Reviewers, thus report the first workday’s date to the space following this term. Below the first date of work, cell G12 makes a request for the final date of installation to be reported as the “Expected End Date” of the window blinds installation.
Step 6 – Distribute The Product Costs Of The Window Blinds Installation
The pricing involved with determining the payment that will be required for the requested installation products and/or the window blinds concerning this paperwork must be documented for the Customer’s approval. The “Material” table requires that all physical items such as window blinds, hooks, mounting kits, etc. be listed by name or product number in column A (“Description”). 
The number of the physical installation products being ordered for this job should be recorded as well. Column F, designated as “Quantity,” is set to receive and display this information. A definitive price must be dispensed to the Client regarding the item that was entered in column A. The cost of one such product should be submitted as this item’s “Unit Price” in column G. This entry shall then work with your previously recorded “Quantity” to calculate and provide the “Amount” required for the window blinds and other installation products that have been listed in this table on a row-by-row basis.
Step 7 – Log The Scheduled Window Blinds Installation Time
The time that installing the window blinds will require of the Window Blinds Installers will also be a subject of discussion in this worksheet. Thus, continue to the first column of the second table (“Service”) where a “Description” of this time should be dispensed as the scheduled workdays of installation along with some supporting information (i.e. the times worked, the project name, etc.). 
Column F in the window blinds installation’s “Service” table requires a numeric entry of the exact number of “Hours” that have been scheduled for the shift discussed on that row. Satisfy this request by typing in the exact number of “Hours” scheduled on the concerned window blinds installation in the second column (F). The compensation the Window Blinds Installer expects on the date reported in the first column for every one of the hours scheduled should be put in writing for approval. Record this hourly wage or “Hourly Rate” in column G. As with the table above, the column adjacent to the “Hourly Rate” entry will multiply this figure with the documented “Hours” on that same row. The presented dollar value in column H will thus represent how much will be paid for the time spent working on the window blinds installation on a shift-by-shift basis.
Step 8 – Submit A Report On The Determined Sales And Service Taxes
Now that a summary of the charges for the installation of the above-defined window blinds (and other products) have been calculated along with the compensation for the time required for this job, the subject of taxes must be addressed. Most states will impose a sales “Tax” on physical products such as the ones defined in the “Material” table or a “Tax” for the work time defined in the “Service” table. Any such taxes should be calculated independently according to the statute of the ruling Tax Entity then dispensed in cell H36 (labeled “Tax”). 
Step 9 – Deliver The Template Reporter’s Identity
One or more individuals may have participated in setting the window blinds installation descriptions above. Cell A37 must contain a listing of each such Reporter. To achieve this, remove all text after the words “Work Order Completed By,” then report your name in this area. Every Party that has produced data must meet this requirement as well.
Step 10 – Compose Additional Content As Needed
Some comments regarding the installation project, Service Provider, or the Customer can be dispensed to the area after “Comments Or Suggestions” at will. If the above document bears all the information that needs to pass between these two Parties to define the above job, then this field may be left blank. 
Step 11 – Gain The Window Blinds Customer’s Approval
The Window Blinds Installation Client should review the above document after it has been completed. If he or she wishes to progress to the next step of the request for a window blinds installation, then the Window Blinds Installation Customer must agree to the declaration of intent to pay statement in cell A41 by signing the “Client Signature” line in cell A42.
