FREE HVAC TOOL
Free HVAC work order template
Fill in this free, fillable HVAC work order right in the browser, no signup required, then download a signed PDF the customer can receive before the tech leaves the truck.
Work Order
Customer
Job Site Details
Equipment location on property
Equipment Serviced
| Make | Model | Serial # | Age | Tonnage | Unit Location |
|---|
Diagnosis / Work Performed
Condition on arrival
Work performed
Parts left on site
Labor and Materials
| Description | Qty | Unit price | Line total |
|---|
Warranty notes
Subtotal$0.00
$0.00
Total due$0.00
Recommendations and Follow-up
By signing below, the customer acknowledges the work described above has been completed to their satisfaction.
Customer name (print)
Date
Customer signature
What this HVAC work order includes
A complete work order protects you on warranty calls, resolves billing disputes, and links every service visit to the right customer record. Make sure yours covers all of these:
- Work order number. A unique identifier linking the visit to the estimate, invoice, and customer record
- Customer and job site details. Name, address, gate code, equipment location on the property, determining what the tech brings
- Equipment serviced. Make, model, serial number, unit location, thermostat type, and any recent service history
- Diagnosis and work performed. What the tech found on arrival, what was repaired or replaced, the readings taken before and after, and any parts left on site
- Labor and materials breakdown. Hours billed at the contract rate, parts used with quantities and unit cost, and warranty info on installed parts
- Recommendations and follow-up. Anything the customer should consider next, with a clear deadline if urgent
- Customer signature line. A place for the customer to sign off on the completed work, the total due, and any recommendations they accept or decline
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Airside, refrigeration, electrical, condensate, and controls, then a copy for the customer.
Keep the numbers when the job is booked
Inside Claver the same estimate becomes the quote you send, and the quote becomes the invoice you get paid on, so nobody retypes a price between the driveway and the bank.
Start for $1$1 for 14 days, then $19/mo. Card required. Cancel any time.
HVAC work order template FAQ
What should an HVAC work order include?
A work order number, the customer and job site details, the equipment make, model, and serial number, a record of diagnosis and work performed, a labor and materials breakdown, and a customer signature line.
Is this really free?
Yes, the work order template is free with no signup, no credit card, and nothing leaves the browser.
Can Claver create work orders from scheduled jobs?
Yes, Claver generates a work order from each scheduled job with the customer and equipment details pre-filled, so the tech only fills in the diagnosis and parts used.