Work Order and Materials Record
Run a job that lasts longer than a day without losing track of what was ordered, what arrived, and what changed after the work started.
Workshop and tools · WT-05
A free printable job sheet template for trades — customer, site, work requested, work carried out, parts used, hours on site and a signature.
2 pages. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
Capture a job while you are still standing in it: what was asked for, what was done, what went into it and how long it took.
Electricians, plumbers, heating engineers, joiners, mobile mechanics, cleaners and any small firm sending someone to an address.
2 pages, in this order:
Printed under the title: The trade job sheet: who the customer is, what they asked for, what was actually done, what went into it and how long it took — written on site while it is all still fresh.
A record, not a contract. A job sheet is a record of work carried out. It is not a contract, an estimate or an invoice, and a signature on it does not settle terms — keep whatever written agreement you actually rely on alongside it.
Write-on lines: Job no. · Date · Engineer / fitter · Order ref. · Customer · Contact name · Phone · Site address · Postcode
Ruled lines
Ruled lines
Table, 5 rows: Qty · Part / material · Part no. · Supplier · Cost
Write-on lines: Arrived · Left · Hours on site · Return visit needed?
Signature strip: Signed on completion · Print name · Date
Ruled lines: Notes and anything specific to this job
No. It is a record that the work described was carried out. It does not set terms, agree a price or transfer any liability, and it does not replace the written agreement, estimate or invoice you rely on — keep those with it.
Because the difference between the two is what most disputes are about. Two boxes make the gap visible on the day, when it can still be discussed.
Run a job that lasts longer than a day without losing track of what was ordered, what arrived, and what changed after the work started.
Remember who did what, what it cost, and who was worth calling back — and have a dated record if a dispute ever starts.
Show what was reported, when, and how quickly it was dealt with — which is what disputes actually turn on.
The same subject, with a version you can fill in on screen.
What was done on the visit, ticked task by task.
Every task on the customer's list, ticked off as it is done.
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