To help your staff collect the necessary information for performing HVAC jobs, we’ve designed an HVAC work order template that’s free for you to download. It’s been created by industry experts on our team to include the essential fields your techs and CSRs need.
Having a template allows you to be consistent in the information you collect about jobs. But although it’s a great starting point, it doesn’t solve the process-related issues involved with creating, tracking, and managing work orders.
For example, regardless of whether it’s in print or digital form (Excel, Microsoft Word, etc.) , a template alone does not solve challenges with:
To solve these challenges, a growing number of business owners are using HVAC software like ServiceTitan to create accurate, complete, and easy-to understand HVAC service orders that automatically integrate with invoicing and the rest of your operation.
» Want to grow your HVAC business? Click here to get a demo .
Below, we’ll walk you through how to download and use our free template. And then we’ll explain how ServiceTitan streamlines the entire work order creation process, and connects with other parts of your business.
Our HVAC software helps businesses like yours integrate their work order processes with dispatching, invoicing, and more. Want to see how ServiceTitan can increase efficiency and grow your profits? Schedule a call for a free product tour.
A complete and accurate work order sets the stage for a high quality customer experience. After all, the work order is the document that initiates every HVAC job, from repairing an air conditioning unit to installing a furnace or heat pump.
Techs depend on work orders to decide what they’ll need to take along to the job site and even to find out where to go. And when the work is completed, information from the work order is used to create an HVAC invoice for the job.
If you’d like to try out our work order template, click here to download it for free .
The template includes fields for all the information that your techs and office staff will need:
Note: If you like our work order template, you should also check out our free HVAC invoice template .
As we mentioned above, this PDF will help your staff collect pertinent information, but it won’t solve other issues they might be experiencing:
At HVAC shops that still use paper, miscommunication and inefficiencies are common.
Information can be entered incorrectly into work order forms, which can then lead to errors on invoice forms and other paperwork. Paperwork can get lost or damaged, or customers might complain that it’s difficult to read their technician’s handwriting. Techs have to go out of their way to drop or pick up paperwork at the office before and after service calls.
These scenarios are common, and they all result in lost time. It’s particularly frustrating because every minute that your team spends chasing down paperwork is time that could be spent helping customers and generating revenue for your HVAC business.
Paper-based HVAC companies need to employ staff to enter data and file paperwork. And businesses without an automated reminder system need to pay someone to call clients to remind them of appointments.
That’s money that could be spent on marketing, salary increases, or other efforts to actually grow the business, instead of just staying afloat.
Presentation is important: Customers want to know they’re working with a modern company that’s organized and efficient. Handwritten business forms like work orders, estimates, and invoices don’t necessarily give that impression.
You want every communication with clients to be clear, consistent, and professional.
ServiceTitan fixes these problems by consolidating and sharing information across your business. Let’s dive in to see how it works.
The #1 newsletter for the trades.