• Job sheet template is a document in which the details of one or more individual pieces of work are recorded effectively. Generally this document is the need of every manager because it has to deal with assigning the tasks to concerned employees and then put a check on their performance whether they are working according to the time allotted, is their work quality up to the standards.
• Free job card template – printable excel word pdf download. A job card template is structural document may describe detailed information of the product work orders. It may help to organize customer orders for producing materials with specific plans, schedules and technical requirements. Most of the businesses are using the job card template to tracking the customer orders, work flows, follow up.

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Vertex42's free work order forms are professional, simple, easy to use, and fully customizable spreadsheet templates. Use them to process repair orders, job orders and service orders. The work order template captures customer and job information and summarizes labor and materials used to complete the jobs. Totals and taxes are calculated automatically; all you have to enter are quantities, unit costs, tax rates and other charges. Continue reading below to see how you can use these work orders internally as IT job orders or maintenance work order forms.

What is a Work Order?

A work order, also known as a job order, job ticket, work ticket or service ticket is a document received by an organization from an external customer, or another department internal to that organization, describing work to be completed and/or products to be purchased or manufactured. Work order forms are usually customized to include more details than a basic purchase order. A work order is sometimes used as an invoice when working with external customers.

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'No installation, no macros - just a simple spreadsheet' - by Jon Wittwer and Brent Weight

Description

Vertex42's free Work Order Form Template is an Excel file that contains two separate work order forms (as separate worksheet tabs). View the sample work order form screenshots above and to the right.

Each work order is fully customizable and geared mainly towards service, repair and maintenance work. See our purchase order form if you'd like to create a sales order.

The basic work order form template shown above is great for smaller jobs or putting together a work estimate or quote. It is modeled after our free quote template.

The advanced work order form shown on the right is great for larger, more detailed jobs. It includes a place for pre-approval and separate areas for labor and materials that can be taxed separately. It is modeled after our service invoice template.

Using the Work Order Forms

Any value within [brackets] is meant to be replaced with your company or customer's information. Everything in the work order is fully customizable. There are only a few cells that contain formulas that you should be careful not to mess up (such as the line totals, subtotals, tax calculation, and grand total). Below are descriptions of some fields used in work orders:

• [Company Name / Logo]: Enter your company name and/or insert an image for your logo.
• Bill To: The name and address of the customer that will be billed for this work. This information is usually tied to a specific Customer ID, while the Ship To field may be different.
• Ship To: The name and address where the finished products will be shipped to.
• W.O.#: A unique Work Order number used to identify the job. You should indicate on your work order form that all correspondence should include the WO #.
• Job: A description of the issue or job with enough details to complete the job. In the Advanced work order form, you can enter a short general description, followed by a more detailed description that might identify the brand/make/model of the item to be serviced.
• Qty (Quantity): This column can be used to enter the number of hours or amount of parts or materials used for the job.
• Taxed: The basic work order form includes a column for indicating (by entering an 'x') which line items are taxable.
• Tax Rate: Consult your local and state tax laws to determine how labor and/or sales should be taxed. The advanced work order template lets you set a different tax rate for labor and materials.
• Taxable: The basic work order template calculates the sum of the amounts that are taxable using a SUMIF function. The tax is then calculated by multiplying the Taxable amount by the Tax Rate.
• Other: The last field before the total can be used for including a discount or other types of charges. You should change the label to 'Discount' or something that describes what the charge is for.

Tip: After your company specific information has been entered, you can save your customized spreadsheet as a template file (.xlt) so that you have ready-access to a pre-populated work order when you need it, without worrying about accidentally modifying the original work order template. It's also a good idea to save a backup of your customized blank work order template.

Modifying the Work Orders for Internal Use

The free work order templates can be easily modified to be used internally as an IT work order or a maintenance work order. Simply replace the [Company Name] with [Department], [Street Address] with [Building/Room Number] and [City, ST ZIP] with [Account Number]. Then get others to submit their job orders to you using your new work order form.

Using a Work Order as an Invoice

Although it is common to use work orders for internal use, then bill or invoice your customer using a different form, a work order can often be used to directly invoice your customers. In a service or maintenance company, a work order would often be generated internally (following a phone call or an online form submission). Then the service or maintenance person would receive a printed work order form to take to the site location. Then, after completing the work, the customer would inspect the job, sign the completed work order, and pay with a check right there on the spot.

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If a customer preferred to be billed later, the work order could be converted into an invoice by simply changing the 'Work Order' label to 'Invoice' and adding an Invoice # field.

Work Order Management

Our free work order forms are great for companies and departments that only process a few work orders per day. But, even at that volume, it can get difficult to keep track of the status of each work order. Admittedly, if you process a significant number of work orders each day, a template based system may not be ideal.

There are numerous work order software packages on the market, many of them tailored to specific markets such as Maintenance work orders, IT work orders, Repair work orders and service dispatch work orders. Many MRP (materials requirements planning), ERP (enterprise resource planning), CMM (computerized maintenance management) and CAFM (computer aided facility management) systems automatically generate work orders or job tickets based on sales orders, maintenance schedules, etc.

If you are already running QuickBooks, you can create work orders directly from sales orders.

Related Content

Work Order Resources / References

• Easy Invoicing by vertex42.com - This article may give you an idea for how to organize your work order forms and templates.
• Work Order (definition) at wikipedia.org

Share Our Work Order Template

If you like our work order form and want to share it with others, please link to this page using the following URL:

https://www.vertex42.com/ExcelTemplates/work-order-form.html

Creating your own business card template from scratch using Word is a great way to experience the joy of extreme frustration. After much pain and anguish, we finally worked through the quirks and now you can avoid similar pain by just downloading one of the free business card templates below. In addition to the business card templates, you'll also find that we've explained how to use them below - how to add your logo, how to easily modify the colors, and how to quickly copy/paste your business card.

Business Card Formats

At your local office supply store, you'll probably find 2 main types of card stock for the business cards: 10 cards per page or 8 cards per page. The purpose of the 8 per Page format is to allow you to have color that extends all the way to the edge of the card.

All our business card templates are designed for standard-size business cards: 3.5' x 2'

Vertex42™ Business Card Template Collection

Cost: Free ($0.00)
License: Limited Use (Applies to all the business card templates listed below)
Required: Microsoft Word® 2002(XP), 2003, 2007, 2010

Tips for Customizing the Business Card Template

Editing your Business Card

TEXT: When you open the file, you'll see that only one of the business cards contains text. You will only need to edit a single business card, because you'll be copying/pasting later on.

GRAPHICS: We realize that one of the main things you'll want to do with these templates is choose your own color scheme, so we tried to make that simple by grouping all of the drawing objects (lines, background colors, etc.) so that you can change colors all at once. Hint: You can click on the 'Show/Hide ¶' button to view anchor points and tabs. You may need to use the Selection tool (the Arrow) to select some objects.

Adding a Logo to the Business Card Template

When using Word, inserting drawing objects and images can mess things up, and sometimes it does in fact take an expert to figure out why things are going wrong.

I don't guarantee that the following steps will work in all versions of Word, but hopefully you'll get the main idea and be able to format the objects and images as needed.

In Word 2003:

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1. Place the cursor inside of one of the business cards.
2. Go to Insert > Picture > From File.. to insert your logo.
3. Double-click on the image that you just inserted into your business card or go to Format > Picture. If you are inserting or editing a drawing object, select it using the selection tool and then go to Format > Object.
4. In the Format Object or Format Picture dialog box, go to the Layout tab and select Behind text or In front of text (under Wrapping style).
5. In the Layout tab, click on the Advanced button, which will take you to the Advanced Layout dialog box.
6. I usually set the vertical alignment to Absolute position of X' below the Margin. Also make sure Allow overlap and Layout in table cell are selected. We have found that positioning objectives relative to the Page leads to the greatest compatibility between versions of Word and OpenOffice.

Copy Your Business Card

We designed our templates so that you can edit a single business card and then copy it to the rest of the business cards on the page. Each of the business cards represents a cell within a table. It is important that you select the entire contents of the cell.

1. Put your cursor inside one of the business cards.
2. Go to Table > Select > Cell
3. Press Ctrl+c to Copy
4. Press Tab to move to the other cells in the table if you are using the 10-up version, or use the mouse to click in the other cells if you are using the 8-up version.
5. Press Ctrl+v to Paste

Print a Test Page

What you see on your screen may not be what you see when you print (especially if graphic objects are used), so before printing out 100 sheets of unusable business cards, test on a regular piece of paper.

Other Free Business Card Templates

• Microsoft Word Business Cards at templates.office.com - Microsoft's gallery includes some business card templates for Word and PowerPoint.
• Avery Business Card Templates at avery.com - Here you will find a link to the Templates for Business Cards, of which there are a great many. The downside is that you have to complete a sign-up form to download them (which you don't have to do at Vertex42).

Business Card Design

• Creattica - Some very creative business cards!

Free Microsoft Business Card Template

Microsoft Publisher Greeting Card Templates

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