Work Order
Track work orders for maintenance, repairs, or other tasks
By
AnyDB
The AnyDB Work Order template is designed to manage maintenance, service, or repair requests in a structured and trackable format. It captures essential job information including customer details, issue descriptions, priority, assignment, and cost estimates. This template is useful for field service teams, facilities operations, equipment repairs, or IT maintenance.
Suitable for
Description
Each work order record includes a clear header, structured customer information, assignment data, key dates, priority, and status. Technicians can log the equipment details, failure and service dates, estimated repair cost, and whether the work is under warranty or customer-paid.
Dropdown fields and checkboxes manage:
- Priority (Urgent, High, Medium, Low)
- Status (Open, Closed)
- Payment responsibility (Customer Pay, Warranty)
- Estimate-only flag
Additional sections support assigning a technician, capturing the issue description, rich-text notes, and uploading an authorized signature. Legal disclaimers and terms are displayed clearly to ensure expectations are set at the start of the job.
Color-coded badges visually reflect:
- Status – e.g., Open (blue), Closed (gray)
- Priority – e.g., Urgent (red), Medium (yellow)
Key Data Stored
- Customer Name and Contact Details
- Work Order # – Auto-generated title based on name and date
- Date of Failure / Date In Service / Due Date
- Order # and Jobsite
- Phone, Email, Address
- Equipment Info – Make, Model, Serial Number, Description
- Assigned Technician
- Priority Level
- Status (Open / Closed)
- Estimate Amount and Payment Responsibility
- Warranty Checkbox
- Authorized Signature Upload
- Legal Disclaimers – Pre-filled notice and terms
- Rich-Text Notes Section – For technician remarks or issue details
Business Use Cases
- Facilities Maintenance – Manage building repairs, HVAC, and routine inspections
- IT Service Management – Track hardware or software-related service requests
- Appliance Repair or Field Technicians – Log on-site visits and parts usage
- Customer Support – Ensure consistent communication of expected work and responsibility
- Operations and Dispatch – Assign and monitor technician workload and job deadlines
Why This Template is Powerful
- Structured for Field Use – Designed for fast data entry on-site or in the office
- Visual Badges for Urgency and Status – Improve prioritization in dashboards
- Supports Legal & Billing Alignment – Built-in disclaimers and estimate approvals
- Expandable Format – Easily add parts used, labor hours, or customer feedback
- Signature Field for Authorization – Supports approval workflows or field documentation
This template transforms traditional work orders into a modern, actionable record that combines operational detail, legal protection, and real-time technician tracking in a single page.