FREE PLUMBING WORK ORDER TEMPLATE
Note the fixtures, pipe, and shutoff details up front, so the plumber rolls up already knowing the job.
Business name
Add a task or part to see it here.
| Description | Qty |
|---|---|
| Add a task or part to see it here. | |
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What a plumbing work order needs to survive the job
A plumbing work order has to survive the job site. A water heater swap, a sewer-line clear, and a fixture repair are different jobs, and what ties each one to the property is the basics of the system — the fixture or system worked on, the pipe material, and where the problem is. A description box alone makes the next tech reconstruct all of it from memory at billing time.
You start with the job basics: the fixture or system, the pipe material, and where the leak or problem is. Add tasks and parts and it suggests the common plumbing ones as you type, and the document comes together in the preview. Permit numbers, pressure readings, and backflow results get written in as the work gets done. When it's ready, print it or save the PDF.
What to include in a plumbing work order
A plumbing work order has to hold up from the rough-in to the final inspection. Most service orders include:
- The fixture or system worked on — water heater, toilet, faucet, drain or sewer line, sump pump, or backflow device.
- Pipe material and the problem location — PEX, copper, PVC, or cast iron, and where the leak or stoppage is.
- The job type — a leak repair, a drain clearing, a camera inspection, a water heater swap, or a rough-in correction.
- Tasks and parts, line by line — supply lines, shutoff valves, a wax ring, a faucet cartridge, a water heater element.
- Permits, pressure tests, and backflow results in the notes — the permit number, the inspection date, the test PSI, and the backflow device and result.
- Assigned tech and sign-off so the order shows who did the work and that the customer approved it.
How to create a plumbing work order
Fill in the form and the preview updates as you type. For a service call:
- Open the fixture section and set the fixture or system type, the pipe material, and the problem location.
- Add the customer and service address, along with the work order number, date, and priority.
- List the tasks and parts — a leak repair, a drain clearing, a shutoff valve, a wax ring — picking from the plumbing suggestions as you type.
- Note the permit, pressure, and backflow details in the notes once the work is done.
- Download the PDF or print it for the crew, or carry the line items into your invoicing tool once the job's done.
Permits and inspection
Many plumbing jobs need a permit and a follow-up inspection under the locally adopted plumbing code. Noting the permit number and inspection date on the order keeps the job tied to its approval trail — requirements vary by jurisdiction, so confirm with your local authority.
Work order generator FAQ
What should a plumbing work order include?
Beyond the customer and job description, a plumbing work order should capture the fixture or system type, the pipe material, and the leak or problem location, then list the tasks and parts. This template has dedicated fields for those; permit numbers, pressure readings, and backflow test results are best written into the job notes as the work is done.
Why track permit numbers and inspection dates?
Many plumbing jobs require a permit and a follow-up inspection under the locally adopted plumbing code. Noting the permit number and inspection date on the order keeps the job tied to its approval trail, which matters if the work is ever questioned. Requirements vary by jurisdiction.
Where do backflow test results go?
Write the backflow device and its test result (pass / fail) into the job notes. Backflow preventers stop contaminated water being drawn back into the potable supply, so documenting the device and result shows the protection is in place. See the EPA Cross-Connection Control Manual for background.
Can I add prices for parts and labor?
Yes. Turn on Add pricing and each task or part gets a quantity and unit price, with the subtotal, tax, and total calculated automatically. Leave pricing off for a clean execution document with no dollar figures.
Can I turn a plumbing work order into an invoice?
Not directly — this builds the work order, the document you hand the plumber before the job starts. When the work is done and you're ready to bill, carry the same customer, fixture, and line-item details into your invoicing or accounting tool so the invoice matches what was authorized. Keeping the two aligned means the customer is billed for exactly the scope on the order.
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