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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

WO # Date Time On Time Off

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

Tax % $0.00

Total due$0.00

Recommendations and Follow-up

Urgency

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

Send HVAC work orders automatically with Claver

Claver generates the work order from the scheduled job so the tech is not retyping customer or equipment details in the driveway. Labor, parts, and notes flow straight from the mobile app into the customer's record, the signed work order is stored against the job for warranty and dispute purposes, and a copy goes to the customer by email before the tech leaves the truck. The office sees status in real time, no end-of-day paperwork pile to reconcile.

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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.