hvac-service-work-order-template.xlsx

	A	B	C	D	E	F	G	H	I	J
1	HVAC Service Work Order
2
3	Work Order & Scheduling

4	Work Order Number		Status		Priority		Request Date
5	Requested By		Work Type		Scheduled Date		Arrival Window
6	Assigned Technician		Assigned Crew		Dispatcher		Authorization Ref.
7
8	Customer & Service Location
9	Customer Name				Account / Reference #			Customer PO #
10	Billing Contact				Site Contact			Phone
11	Email				Service Address
12	Building		Floor		Area Served			Equipment Location
13
14	Equipment & System Information
15	Equipment Tag			Equipment Type			System Served
16	Manufacturer			Model Number			Serial Number
17	Site Access Notes
18
19	Roof-Access Notes
20
21	Shutdown Requirements
22
23
24	Service Request, Findings & Work Performed
25	Reported Problem / Customer Request
26
27
28	Field Findings
29
30
31	Diagnosis
32
33
34	Work Performed
35
36
37
38	Testing / Verification Completed
39
40
41
42	Service Times & Operating Readings
43	Arrival Time		Work Start		Work Finish		Departure Time		Elapsed Visit Time
44									Working Time
45	Return-Air Temp		Supply-Air Temp		Temp Difference		Thermostat Setpoint		Outdoor Temp
46	Other Reading 1				Other Reading 2				Other Reading 3
47
48	Labor
49	Employee	Classification	Date	Regular Hours	Overtime Hours	Travel Hours	Total Hours	Labor Cost (Optional)	Notes	Billable?
50
51
52
53
54
55
56
57
58
59
60	Labor Totals			0.00	0.00	0.00	0.00	$0.00
61
62	Materials
63	Category	Item	Description	Part Number	Quantity	Unit	Unit Cost	Extended Cost	Supplier / Source	Notes
64
65
66
67
68
69
70
71
72
73
74
75
76	Material Total							$0.00
77
78	Equipment / Rental
79	Equipment	Quantity	Hours / Days	Rate or Cost	Extended Cost	Notes
80
81
82
83
84
85
86
87
88	Equipment Total				$0.00
89
90	Follow-Up, Completion & Billing
91	Additional Work Required				Parts Required
92
93	Estimate Required		Return Visit Required		Replacement Recommendation
94	Follow-Up Owner			Follow-Up Due Date		Follow-Up Status
95	Completion Status				Completion Date		Invoice Reference
96	Customer Communication Notes
97
98	Billing Notes
99
100	Photo References