Templates Guides

Garage Door Work Order Template: Free PDF Download

category-iconGarage Door

In this post, we share a garage door work order template for contractors and technicians to outline job details, responsibilities, and payment terms for garage door jobs. We’ll provide a link below to download the template and use it in your business.

However, while this template has some benefits, such as providing a nicely designed document for defining job details, PDF work order templates have some key limitations. Specifically:

  1. Workflow inefficiencies: Printed forms or static PDF templates lack integration to the apps garage door businesses use to run their operations (e.g. CRM, scheduling and dispatching apps, estimating and invoice apps, etc.). This requires CSRs and techs to repetitively record the same customer and job details into different tools, causing workflow inefficiency. 

  2. Errors from manual data entry: As CSRs and techs transfer job information from paper or PDF work orders to other apps and tools, the opportunity for errors and inconsistencies increases — which can come at a significant cost.

  3. Customer experience inconsistencies: Using handwritten work orders, quotes, and invoices often leads to delays and errors, resulting in unclear communication with clients and a lack of professionalism, efficiency, and consistency.

To solve these issues, many garage door businesses are using garage door contractor software like our platform, ServiceTitan. 

These holistic software solutions automatically integrate work order management with invoicing, estimating, and other essential business processes, enabling garage door businesses to become more efficient and increase profitability.     

Below we’ll share our free work order template as a short-term solution for documenting work orders. Then we’ll provide a detailed walk-through of how ServiceTitan streamlines work orders and other elements of running a garage door business.  

Want to see how ServiceTitan’s garage door software can give you the tools you need to streamline operations and grow revenue? Schedule a call for a free product tour.

How to Download and Use Our Garage Door Work Order Template

Click here to download our carbonless garage door work order form and give it a try for free.

The first page of our template has fields for all the information that companies need, including:

  • Company name and contact information

  • Customer information (name, phone number, mailing address)

  • Materials needed for the job (qty, item, unit, amount)

  • Detailed job description 

  • Labor hours and rate

  • Options to note if it’s a warranty or regular maintenance work order

  • Taxes and total amounts

The second page contains fields for:

  • Customer payment information (including credit card info)

  • Collecting signatures

  • Warranty details (if applicable)

  • Terms and conditions

Using this printable template can provide your staff with structure and consistency when creating work orders, helping to ensure that all key details are documented. But as we mentioned above, particularly as you scale your business, using this sort of static business form can cause workflow inefficiencies, introduce room for errors in manual data entry, and potentially hurt customer experiences.

In the next section, we’ll describe how ServiceTitan solves these issues and integrates work orders with the rest of your business processes.

Note: Visit our templates hub for other contractor forms, including our free invoice form for garage door businesses. 

How ServiceTitan Streamlines Garage Door Work Order Management

ServiceTitan’s garage door contractor software consolidates business operations into a single platform, empowering field and office staff with the tools they need to seamlessly manage every step of a job. It also eliminates the need to manage a disorganized mix of PDF files, Microsoft Excel spreadsheets, and miscellaneous apps that don’t communicate with each other. 

From the field, technicians have access to our user-friendly mobile app to create work orders, estimates, invoices, maintenance agreements, and more. From the office, CSRs and dispatchers have the tools they need to coordinate teams of technicians, provide outstanding customer experiences, and manage office duties such as timesheets, accounting, and more.

What follows is a sampling of some of the powerful tools we offer to help streamline work orders and daily operations for garage door businesses.

Creating Work Orders in ServiceTitan: A Guided Workflow That Ensures CSRs Capture All Necessary Job Details

When calls come in, ServiceTitan’s intuitive Call Booking feature guides CSRs through the process of collecting all necessary customer information, and auto-fills this information into a work order (referred to as the Job Overview page in ServiceTitan). If the caller is already a customer, CSRs can easily access their complete job history, property data, and any associated warranty or membership information. 

CSRs are prompted to complete drop-down menus and text boxes that populate the work order fields, including:

  • Job type 

  • Job priority 

  • Job summary 

  • Marketing campaign information

  • Additional details, such as security gate codes, notification of pets on premises, etc.

Crucially, once this information is captured, it doesn’t need to be entered multiple times throughout the job. All of the details can be entered once and then automatically transferred into the subsequent documents needed to complete the job. 

Seamlessly Move from Work Order Creation to Scheduling and Dispatching

Once the specific job type and priority are indicated in the work order, ServiceTitan displays scheduling options directly from the call booking screen. When the customer agrees to an available date and time slot, the CSR can select an available technician within an arrival window time and book the job.

Additionally, our scheduling system includes:

  • Call recordings, which allow dispatchers and techs to reference the original service request when they need clarification about job details.

  • Adjustable Capacity Planning, which ensures that only appointments that meet your capacity goals and strategy are available at any given time while also preventing overbooking.

  • Website scheduling, which allows customers to book their appointments online without ever talking to a CSR. It still collects all the necessary job details that a CSR would on a call.

  • Automated Job Confirmation, which sends appointment confirmation requests to the customer according to their preference — text or email — and then automatically changes scheduled appointments to confirmations on the dispatch board.

Once a job is booked and scheduled, it’s viewable directly through the dispatch board, where dispatchers can access all of the same information and functionality discussed above. 

ServiceTitan’s easy-to-use dispatch board allows dispatchers to perform most of their tasks without having to leave the board. This includes being able to easily see which jobs are unassigned, unconfirmed, dispatched, working, paused, and more. 

Additional convenient Dispatch features include:

  • Drag-and-drop functionality that allows dispatchers to easily assign or reassign a tech, confirm or reschedule a job, view property data, and more. 

  • An Activity Feed that allows dispatchers to see real-time job activity, such as when maintenance tasks have been completed. 

  • The ability to send direct messages and communicate with techs (individually or en masse). 

  • Alerts that notify the dispatcher of unusual activity or problems that need to be addressed.

  • GPS tracking allows dispatchers and clients (when this notification option is enabled) to track techs’ location as they’re on their way to a job.

  • Schedule Optimization and Optimize Technician Route options that help dispatchers prioritize appointments for techs in an efficient way, including identifying jobs in locations where a tech is already working.

User-Friendly Mobile App: Empower Technicians with the Tools They Need to Succeed in the Field

ServiceTitan’s mobile app offers an intuitive user experience that techs love, beginning with the home screen dashboard where techs can quickly see the jobs they have scheduled for that day.

Each job card can be tapped to pull up a dedicated page with further details about that job:

Techs can also access the essential tools they need throughout the lifecycle of a job. Via the left sidebar, they can view and utilize:

  • Customer history: Useful for businesses that have commercial maintenance agreements, for example, service techs can see previous estimates, recurring services, previous invoices, photos and videos from previous jobs, and more.

  • Job forms: Techs and installers can access job forms that require customer signatures as well as forms that foster accountability and better customer service (such as safety inspection and installation checklists).

  • Estimates: With seamless pricebook integration, techs can build accurate estimates and proposals, allowing customers to review and select options from their mobile devices. Or they can select and customize pre-built estimate and proposal templates built by the back-office team.

  • Invoices: Techs can easily generate service invoices and send them to customers in various ways.

  • Closeout: Once they complete a job, techs can accept payments on the spot from customers via check or credit card. 

Built-In Pricebook Management System: Integrate Pricing with Estimates and Surrounding Workflows

Given the complexity of garage door pricebooks, which can include thousands of parts to track and manage, maintaining them in a spreadsheet can be both time consuming and error-prone. 

To make pricebook upkeep easier, ServiceTitan’s native pricebook functionality provides an interface that allows companies to edit prices and specs on multiple pricebook items simultaneously. 

Specifically, our built-in pricebook features allow for:

  • Individual pricebook item editing: The ability to edit any pricebook item or service as needed, any time, with just a few clicks.

  • Bulk editing: The ability to make edits and markups to groups of services, packages, equipment, and/or materials. With a few clicks, changes can even be applied across an entire pricebook. 

  • Dynamic pricing automations: The ability to set up rules to auto-update pricing according to customized parameters, such as when certain overhead costs change (e.g. labor rates, materials, etc.).

Combined, this suite of features makes pricebook management far more streamlined and reduces the time your team needs to spend on manual spreadsheet updates.

Crucially, updates to your pricebook are instantly reflected in new quotes generated in ServiceTitan, whether created in the office or the field. This guarantees that all estimates and invoices are based on the latest parts and materials prices, which is essential for safeguarding your profit margins.

Get Paid Faster with Integrated Invoicing and Payments

Once a job is complete, everything you need to create an invoice and receive payment is already up-to-date and ready to deliver to the customer. 

Simply click on the “Generate Invoice” button, and ServiceTitan generates a professional-looking, accurate invoice that you can mail, fax, text, or email to your customer (including a link where they can pay online).

Additional invoicing features include:

  • Customizable invoice templates that allow you to create different templates for different types of services. For example, you may have a garage door repair invoice template, a door opener replacement invoice template, and so on.

  • The ability to attach videos and photos to an invoice, such as before-and-after photos of the work done.

  • An optional field where you can add service suggestions, warranty information, membership promotions, etc. 

  • Automatically store invoices and sales receipts in the customer database so they’re easily accessible in the future.

Multiple options for accepting payment give customers flexibility and help ensure that you get paid quickly:

  • Technicians can take a picture of a check and auto-deposit it immediately using the mobile app.

  • Credit card payments can be processed using a Bluetooth Card Reader with a tap/swipe of the card or via a link to a customer portal where customers can pay online.

  • Google Pay™ and Apple Pay® integration provide another flexible payment option.

If a customer applied for and was approved for financing through the estimate, payment is already taken care of.

Beyond the Work Order: Streamline Operations with Comprehensive Field Service Management Software

ServiceTitan helps to facilitate every step of a job, providing user-friendly tools that help prevent common errors or frustrations and ensure a seamless end-to-end workflow. 

In addition to our work order management system and the features we’ve discussed throughout this post, ServiceTitan offers:

We help garage door companies streamline and improve their work order processes to increase efficiency and grow profits. Want to see ServiceTitan in action? Schedule a call for a free platform tour.