Work Orders Management

Track jobs, clients, materials, labor, and revenue — all in one place.

This Notion template helps contractors, technicians, and service businesses manage work orders effortlessly. Organize clients, schedule jobs, track materials and labor, and monitor revenue with built-in dashboards and charts. Stay on top of deadlines, improve data accuracy, and streamline operations from desktop or mobile.

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Key Features

A powerful set of interconnected tools designed to keep field services organized, on-time, and profitable. Each feature is built to reduce manual work, preserve historical pricing, and give both technicians and managers the visibility they need.

🔧 Work Orders Management
Fully featured job records with Start Date, Due Date, Completion Date, status tracking, assigned technicians, and a clear Order Total computed from linked line items.

🔹 Linked Order Lines
Detail each job with materials and labor lines. Capture quantity, unit price (auto-filled at selection time), and line totals, ensuring historical price accuracy when catalog rates change.

👥 Client Ledger & Rollups
Centralized client profiles that roll up revenue, open work orders, and order history — ideal for billing, reporting, and customer relationship management.

💲 Concepts Catalog (Materials & Labor)
Maintain a clean price catalog with categories, units, suppliers, and a Last Price Update indicator. Update base prices without altering past orders.

🔀 Automations for Accuracy
Built-in automations auto-fill the Unit Price when a concept is selected and clear it if the concept is removed. Completion Date can be auto-set when status changes to Completed (editable by users).

📊 Charts
Preconfigured views and native Notion charts for Monthly Revenue, Revenue by Client (last 6 months), Materials vs Labor distribution, Technician workload, and Overdue trends — all ready to use.

📱 Technician-Friendly Views
“My Works” page with mobile-optimized Gallery and List views: Today’s Work, Upcoming, Overdue, and Done. Technicians can favorite this page for one-tap access in the field.

✅ Data Quality & Operational Checks
Prebuilt filters to surface missing schedules, unassigned jobs — keeping your KPIs reliable and your operations clean.