Free template
Three forms for getting jobs done and passed on cleanly: a work order that tells the team exactly what to do and records what actually happened, a handover that tells the customer what is finished and what is not, and a shift handover so nothing is lost between people.
Enlarge preview: Work orderGive it to the person doing an agreed job, before they go.
Job reference and what it was agreed in, customer, site and contact, time window, who is assigned, numbered instructions, materials and equipment, access notes — and a completion record, including anything not finished.
Blank, for printing and an example · Word and PDF
Enlarge preview: Customer job handoverLeave it with the customer when you finish (or pause) a job.
What is still to do — first, with why and when — then the work completed, what happens next, and how to look after the work. Signing confirms receipt, not that everything is finished.
Blank, for printing and an example · Word and PDF
Enlarge preview: Staff shift handoverFill it in at the end of a shift for the next person.
Priorities for the next shift, unfinished tasks and where they are up to, promises made to customers, equipment and stock issues, and anything else they need to know.
Blank, for printing and an example · Word and PDF
Choose a document, a version and a format. After the first download, the others need no new form.
Word files open in Microsoft Word, Google Docs, Apple Pages and LibreOffice; we checked them in LibreOffice. US Letter portrait with room to write by hand; change the paper size for A4. The examples use invented businesses and customers.
No. It is the instruction. The completion record at the end — filled in on site — records what was done, when, and anything not finished, so it can be followed up.
So nothing unfinished is missed or buried. Each outstanding item says why it is not finished, who will do it and when, before the list of completed work.
Yes. The blank PDFs have room to write on every line; the Word files can be filled in on a computer or tablet instead.