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1. Get Proposal Kit Professional that includes this business document.
We include this Work Order Tracking Spreadsheet in an editable format that you can customize for your needs.
2. Download and install after ordering.
Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.
3. Customize the project template with your information.
You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.
Sofia Tran at BlueNorth Mechanical struggled to link technician hours to each HVAC work order and related electrical work order on a hospital campus, because crews returned with partial notes, missing work order number references, and shifting due dates that made approvals and invoicing drag on.
They standardized a simple excel tracking sheet tied to a work order template sheet that captured the work order request, description of work, assigned to, assigned personnel, and completion deadline, while Proposal Kit was used to create supporting documents-a preventive maintenance proposal, a site safety plan, and a quarterly performance report-with AI Writer drafting narratives, the RFP Analyzer guiding a hospital bid response outline, and line-item quoting producing clear labor and materials cost exhibits.
The team set a unique identifier number per job, used vlookup formulas to pull work order details into the tracking form, printed adobe pdf packets for technicians, and kept a google sheets register where columns include start date, end date, priority level, requestor information, and location, and Proposal Kit assembled the proposal and plan files in word and pdf formats for management.
Technicians referenced the correct work order number in their time entries, managers approved packets faster, billing disputes dropped, and BlueNorth won the hospital's service work order renewal after submitting a sharp package of Proposal Kit-built proposal and reporting documents.
Project manager Diego Morales juggled a construction work order and painting work order stream across three job sites, but hours, materials, and work order approvals were inconsistent because crews used different forms and often missed the requested by name and due dates.
He unified the process with a printable work order template and a companion Excel time sheet, while Proposal Kit produced the bid proposal, quality plan, and logistics narrative; AI Writer drafted site-specific work plans, the RFP Analyzer mapped the city's requirements to the company's response, and line-item quoting modeled labor, materials, and costs for alternates.
A master work orders.xlsx with an override work order number field synced to each tracking form using index match, crews received print work order template packets, and Proposal Kit exported the bid book to PDF; the team also created a short instruction set and task tracking checklist to keep assigned team members aligned.
Verde & Varnish delivered on schedule, improved cost visibility per work order number, secured the municipal repaint contract, and used the Proposal Kit documents to brief stakeholders without changing the simple Excel workflow crews preferred.
COO Lillian Cruz needed a consistent way to manage maintenance work orders spanning plumbing work orders, electrical work orders, landscaping work orders, cleaning work orders, and inspection work orders, while owners demanded clearer summaries and tenants wanted faster responses.
She adopted a google sheets tracking form and printable template for each work order request with fields for unique identifier number, task status, assigned to, due dates, and work order approvals; in parallel, Proposal Kit produced a quarterly maintenance report, a capital planning study, and a vendor onboarding RFP package using AI Writer for narratives and line-item quoting for comparative estimates.
The property team kept a centralized work order template sheet, printed Adobe PDF packets for onsite staff, and captured brief descriptions and location details consistently; Proposal Kit assembled the reports and plans, while web-based formats were shared with owners for review without changing the simple worksheet process.
Approvals accelerated, owner confidence improved, and Seaside reduced vacancies and callbacks by presenting clear, professional Proposal Kit-generated reports that complemented their straightforward spreadsheet-based workflow.
This time tracking sheet focuses on linking billed labor to work activity. It identifies programmers by name, sets an hourly rate of 75 with a tax rate of 0, records a Date Submitted, and addresses the customer contact. It references WORKORDER #1, #2, and #3 summaries, which act as a unique identifier for each job and support a clear audit trail before taxes are calculated. As a tracking sheet, it provides a simple, printable, and customizable way to associate labor hours with a work # and later consolidate totals on invoices.
Teams often pair a time sheet like this with a work order template that captures work order topics such as a description of work, assigned to, assigned personnel, requestor information, requestor details, assigned roles, priority level (priority high, medium, or low), completion deadline, due date, location, and approvals. In Excel or Google Sheets, you can add a template tab with an assigned to column, a date column, a brief description, and a work order list. Use a VLOOKUP formula, INDEX MATCH, and other lookup formulas to pull work order details into the time sheet and print work order details on a print work order sheet or Adobe PDF printout. Helper columns, drop-downs, and lookup fields make Excel work order tracking a cheap way to track labor hours alongside materials and costs.
Work order formats vary. Many organizations include columns such as a status column, priority column, start date column, end date column, percent complete column, and a location column. This supports progress tracking, job status, progress updates, job assignments, work approvals, expenses, parts used, total costs with taxes, and material needs. A simple Excel sheet or Google Docs version can serve general work orders and service work orders, while Google Docs templates or digital versions can be used to print work orders and support template reuse.
Common use cases include an IT work order for planned maintenance, a maintenance work order for preventive maintenance and maintenance requests, a repair work order at a job site, and service work orders in automotive (vehicle details, service dates), hvac (safety checks), plumbing, electrical, landscaping, cleaning, inspection, graphic design, land surveying, painting, and construction work orders. Property managers can track tenant hours and a property address with assigned technicians and maintenance personnel.
Proposal Kit helps teams assemble related documents, generate automated line-item quoting, and use its AI Writer to build supporting documents. Its extensive template library and ease of use make it straightforward to produce cohesive, printable work order requests, time sheets, and companion materials across your work management needs.
Beyond tracking programmer hours, this document fits into a broader work management flow centered on a unique identifier number and work order number that links a time sheet to a work order request. In practice, a work order template sheet or template sheet acts as the tracking form that specifies due dates, requested by, assigned team members, and work order approvals. Columns include task status and task tracking details, which make it easier to coordinate scheduling tasks on a scheduling calendar and to align with instruction sets for the job.
Organizations span many use cases: a service work order for a client visit, a construction work order at a job site, an automotive work order with service dates, an hvac work order with safety checks, a plumbing work order, electrical work order, landscaping work order, cleaning work order, inspection work order, graphic design work order, land surveying work order, and a painting work order. Each benefits from a consistent work order tracking form that can print work order template pages for the crew while preserving an override work order number when a unique identifier number must be aligned with legacy systems.
Teams often prefer flexible delivery. Some rely on printable work orders and a printable template; others use web-based formats that support real-time updates, real-time work management, dashboards, automated workflows, and roll-up reports. Many use Excel tracking with work orders.xlsx and template download links to download the template for Excel, download the template for PDF, or download the template for Word for archive or distribution, plus bulk import, asset record storage, or even floorplan visualization when facilities are involved.
Proposal Kit helps assemble the companion documents-printable work order request, time sheet, and related forms-while keeping fields such as work order number and requested by consistent across files. With document assembly, automated line-item quoting, an AI Writer for supporting materials, and an extensive template library, teams can produce accurate, on-brand packages quickly.
A mature practice builds a complete lifecycle around the time sheet and its related work order artifacts: initiate the work order request, assign roles, execute tasks, review results, and close with approvals. Standardized data fields-work order number as a unique identifier, requested by, assigned team members, due dates, and task status-ensure consistent roll-up across sites and programs. When those fields are consistent, automated reporting can translate raw entries into decision-ready views: backlog aging by status, on-time completion versus due dates, labor use by skill, and cost variance by job.
Teams can use Excel tracking to stage data in work orders. xlsx and feed dashboards, real-time work management portals, and roll-up reports in web-based formats, while printable work orders remain available for crews that need paper packets on site.
This structure improves governance and accountability. Supervisors can compare scheduled versus actual effort, verify work order approvals, and audit the link between the time sheet's labor and the print work order template. Facilities and field teams can coordinate scheduling tasks on a scheduling calendar, align instruction sets, and maintain asset record storage, which reduces rework.
Where legacy systems dictate numbering rules, an override work order number can preserve continuity without breaking the tracking form. Automated reporting can also segment performance by location or portfolio and highlight exceptions, allowing faster course corrections and clearer communication to stakeholders.
Proposal Kit supports this discipline by helping organizations assemble consistent documents-time sheets, work order template sheets, and related forms-using document assembly, automated line-item quoting, and its AI Writer to generate supporting procedures and narratives. Its template library and ease of use make it straightforward to prepare printable template packets or digital files that align fields across the set, improving downstream analytics and approvals.
4.7 stars, based on 849 reviews
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.
Published by Proposal Kit, Inc.We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Work Order Tracking Spreadsheet, and use them as needed for your project.