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Facilities work orders, inspections, and vendor documents

Record the building, asset, priority, service frequency, visit scope, access protocol, and vendor contacts. With an account, reuse the details across work orders, inspections, proposals, and service agreements.

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Estimates, work orders, reports, invoices, and other job documents for trade and service businesses. Download your first PDF before creating an account; the account includes 30 free days, then annual access to every document is $99 if you choose to subscribe.

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Common jobs

Choose a guided form for the work you quote, complete, document, and bill.

Building inspections
Preventive maintenance rounds
Repair coordination
Site issue reports
Vendor work requests

Facilities Work Order

Pre-filled company details Totals computed automatically Ready to print or send

View work order

Why this fits facilities professionals

Work order fields for location, building system, priority level, and assigned technician
Inspection report covering HVAC, electrical, plumbing, fire safety, and structural systems
Contract templates for ongoing maintenance agreements with SLA response times
Proposal format for capital improvement projects with phased scope and budgeting
Quote structure for reactive repairs, preventive maintenance, and tenant improvement work

Covers documentation for building maintenance, system inspections, tenant requests, and vendor service agreements.

View work order →

From quote to job closeout

With an account, carry the same customer, site, scope, and pricing details through every document from quote to closeout.

Step 1

Send the quote

Give the customer a clear scope, price, and schedule in an estimate, bid, or proposal.

Recommended document: Facilities Quote / Estimate

Step 2

Prepare the work

Reuse the approved quote details from your account in a work order, contract, or service report.

Recommended document: Facilities Work Order

Step 3

Record changes

If the scope, price, or schedule changes, record the change and customer approval before work continues.

Close the job

Finish with the service report, closeout document, and invoice the job requires.

Frequently asked questions

What documents does a facilities manager need?

Work orders for maintenance requests, inspection reports for building system checks, contracts for vendor agreements, and quotes for reactive and capital improvement work.

Can I record priority and assignment on a work order?

Yes. Facilities work orders include priority level, assigned technician, building/floor/unit location, and completion status fields.

Do the inspection reports cover multiple building systems?

Yes. Inspection forms support HVAC, electrical, plumbing, fire/life safety, and structural system checks in a single report.

Can I identify the building and unit on each report?

Yes. Each report can record the building, floor, unit, asset, vendor, and visit details. With an account, you can save each completed document in your account history; the form does not compile portfolio summaries.

How do I create my first document?

Choose a document, complete the guided form, and download the PDF. You can finish those steps before creating an account; the account adds saved jobs and reusable details.

What will the customer-facing document look like?

Each guided form generates a clean, consistently formatted PDF ready to send. Open the sample on the page to see its structure before you start.

How do I keep a job's documents easy to find?

Save estimates, work orders, and reports in your account, find them in history, and reuse customer and job details.

Choose the document you need

Complete the guided form and download the PDF before creating an account. An account then adds saved jobs and reusable details.

Start with work order

Browse other trades and services

See the documents used by related trades and service businesses.