Plumbing Work Order Template
Free, no-signup plumbing work order template: dispatch the job, capture fixtures, permit, labor, and parts, and print a sign-off-ready work order. No email wall.
A plumbing work order is the field record you fill out at the job — not the bill. It dispatches the technician, captures the fixtures and system worked on, the permit number, the parts pulled off the truck, and the labor and time, then carries the customer’s sign-off before you leave the driveway. Build one in your browser and print it — there’s no login, no email to surrender, and the sheet never leaves your device.
Start with the dispatch, not the price
A plumbing call starts with where it is and how bad it is. Set the trade
preset to Plumbing and the builder seeds a plumbing-flavored service type and a
starter task list; edit the rows to match the actual visit. Fill the Work Order
# (free text like WO-1042 — it is never auto-generated), the scheduled date
and time, and the priority — a burst supply line or no water at all is an
Emergency, a dripping faucet is Normal. Keep the service location separate
from the billing address, and load the site / access notes with the things a
plumber needs before knocking: gate code, where the main shutoff and cleanout are,
whether the water heater sits in a tight attic or a flooded crawlspace, and any
pets. That block is what turns a dispatch into a job the tech can actually start.
Capture the fixture, the system, and the permit on site
The middle of the work order is the field story: what was reported, what you found, what you did. Use Problem / service requested for the customer’s words (“no hot water,” “toilet running,” “sewer backing up”), Diagnosis & findings for what you traced it to, and Work performed for the fix. The generic equipment make / model / serial fields are where the fixture or system gets its identity — the 40-gallon gas water heater, the tankless unit, the backflow preventer, the sump pump — so the office and the homeowner know exactly what was touched. Plumbing is licensed and often permitted, but the builder has no dedicated permit cell, so write the permit number and your license number into the site notes or the work-performed block. That’s the paper trail an inspector or a property manager asks for after the truck is gone.
Log the parts off the truck and the time on the job
The reason to fill the work order on site is that the facts are fresh and the truck is open. Use the Parts & materials table for what you actually pulled from truck stock — the fixture, the fittings, the wax ring, the supply lines, a section of PEX or copper — each with its own quantity. Use the labor rows for time, whether you bill by the hour or by a flat-rate task. You don’t have to price any of it: with the cost cells left empty the sheet drops its totals, and what comes off the printer is a plain field record of the call. But capturing the parts and hours here, at sign-off, is what lets the office bill accurately afterward and reorder what came off the truck before the next call.
Get the sign-off before you leave the driveway
A plumbing job is judged at the fixture, so close it out there. The dual sign-off is the point of the sheet: the customer signs the “work completed to satisfaction” line after you’ve walked the finished job together — the new water heater fires, there are no weeps at the fittings, the drain runs, the area is dry — and the technician signs the close-out line attesting the work shown was performed. Getting that signature before you pull away is your best protection against a callback dispute or a water-damage claim weeks later. The signatures confirm the visit was done and accepted; they are not a contract, and nothing on this sheet is legally binding.
Turn the signed sheet into the invoice
This page is the trade-specific skin of the generic work order template — same engine, plumbing-first framing. When the sheet is signed, carry the parts and labor lines onto a plumbing invoice template and add tax and terms; nothing is stored or linked here, so the hand-off is a quick re-entry, not an automation. If the customer approved extra work mid-visit — you found a corroded shutoff while swapping the water heater — record it on a change order first so the added lines aren’t a surprise on the bill. Running a full day of plumbing stops across several addresses? A crew timesheet sits alongside these sheets. There’s no saved work-order list, dispatch queue, or customer database here — it’s one printable field record, built and kept in your browser.