Job & Client Intake + Work Order (Excel)

Stop juggling notes, texts, and sticky notes for every job. One sheet that captures the customer intake and doubles as a printable work order for the crew.

Use it as your intake form when a new job comes in — customer info, job site address, scope of work, access notes, materials, and labour estimate, all in one place. Once it's scheduled, the same sheet becomes your printable work order, with space for on-site notes and a customer sign-off line.

Built for: plumbers, electricians, HVAC techs, landscapers, painters, drywallers, carpenters, handymen, roofers, flooring installers, appliance & repair techs, and general contractors.

What's included

• Job & Client Intake + Work Order (Excel .xlsx) — fully editable
• Customer info, job site address, scope & access notes
• Materials list and labour estimate (auto-calculating)
• Scheduled date field and on-site / after job notes section
• Customer sign-off line
• Editable company header — your name, contact, phone
• One-page Quick Start Guide (PDF)

Format: Microsoft Excel (.xlsx) — also opens in Google Sheets & Apple Numbers — instant download — Canada & USA.

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