copy of a work order

[acwservices]

Would any of you guys be willing to share a copy of your work order that has to be signed by the customer when you complete a service call? I do all of my invoicing electronically, but I also keep some blank invoices with me for the customers that pay on the spot (not many, but a few do). Sending invoices electronically works great me since all of my customers are commercial, but here is a new problem recently encountered: I received a lighting service call from a national maintenance provider for one of the retail chain stores in my area. Completed the service call with no problems, left the store, and billed the maintenance provider electronically as usual. The maintenance provider informed me that I must submit a work/service order signed by the manager on duty stating that the job is completed to their satisfication. I do not need to include any pricing on the work order, just material used and time in the store.

 

[ishium 80439]

I can't scan one in but I use NEBS. According to the edge of the invoice it is product #6545. They are about 8.5x11. They have all the company info printed on them and a lot of room to write. I have used the smaller ones before and did not like them as I was always running out of room to list both work description and materials. The ones I get are duplicates (one paper copy and one tag stock copy) but they are also available in triplicate. Take the one with the original signature and leave them the copy.

I try to put as much info on them as possible to eliminate confusion at a later date. "Trouble shoot problem with malfunctioning light in break room; changed ballast; tested light-OK" gives me a better picture of what went on there rather than "change ballast". And when someone calls back in 6 months and asks a question about the bill you can say "Oh yeah, that was in the break room and we had to move the table around guys eating lunch so that's why it took longer".

 

[acwservices]

Thanks for the reply, I went to the NEBS website and looked at form #6545. While I like this form, I do have a question. Since it has columns for pricing, do you put any pricing on it? The reason I ask is because I am billing a third party, who is adding a percentage to my invoice, and then billing the retail store.

 

[ishium 80439]

If I want to get paid on the spot I will put pricing in there, if it is item that will be billed later than it gets left blank. I used to work for a company that did a lot of service for various convenience stores/ gas stations and other corporate retail locations. My experience has been that whoever is signing the work ticket couldn't care less what it said much less if there was pricing info on it. Sometimes homeowners get nervous signing something with no prices on it, but when it is someone else's dime people tend to care less.

 

[cadpoint]

....
I am billing a third party, who is adding a percentage to my invoice, and then billing the retail store.

Its has been my understanding that your price is just that, their adding a percentage and they need your number to add that to. The recievership will never see your invoice!

I've used the preprinted forms as mentioned before in another life, and that company will work with you in many
ways to get you business.

 

[macmikeman]

I don't know how well the OP is at using a spreadsheet program like Excel, but with a minimal ability and talent, one can whip up pretty much any type of work order format. The caution is for creating proposals or similar documents that should be reviewed by your attorney first to make sure your not boxing yourself in somehow.

 

[acwservices]

I don't know how well the OP is at using a spreadsheet program like Excel, but with a minimal ability and talent, one can whip up pretty much any type of work order format. The caution is for creating proposals or similar documents that should be reviewed by your attorney first to make sure your not boxing yourself in somehow.

Funny you should mention that, because that is exactly what I did! I got the formatting idea from the Nebs forms, and created my own using Excel. I created my invoicing templete from Excel a couple years ago also, and have been using it ever since. So I basically took my invoice template, changed some of the wording to reflect a work order, added some lines for me to write on, and printed it. The first templates are always time consuming, but after that they are a breeze to copy. I just have to be sure and change the invoice numbers, since this is done manually. I know the invoicing software will automatically update the invoice number, but it is not a problem for me.