Free septic work order template

A septic work order for the truck crew: tank location, lid depth, truck access, drain field location to avoid, and condition notes to record.

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Customer and site
Work order details
Tasks and materials
DescriptionQtyUnit
qty
qty
qty
qty
lines on this work order
4
Work order, Pump tank
$0.00Subtotal
$0.00Tax
4Lines to price
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Your business name

Work order

Number
WO-1001
Customer and siteCustomer name
JobPump tank
DescriptionQtyUnit
Locate lids, dig if needed2each
Pump tank, both compartments1000gal
Inspect baffles and filter1each
Backfill and rake1each
Site notes
Tank behind the garage; lids about a foot down. Drain field is the open lawn to the east; keep the truck on the driveway.
Instructions
Record solids level and baffle condition. Photograph the open tank.
Work done as written (crew lead)
Customer
Date

What a septic work order is for

A septic truck is heavy, and the worst mistake is driving it over the drain field. A work order with the tank location, lid depth, truck route and the field to avoid, plus what to record, protects the customer's system and gets the job done in one visit.

What to put on a septic work order

  • Tank location and lid depth.
  • Truck access and route.
  • Drain field location to avoid.
  • Hose length needed.
  • Condition notes to record.
  • Sign-off.

A worked example

A pumping stop. Prices are hidden.

LineQtyUnitPrice
Locate lids, dig if needed2eachYour price
Pump tank, both compartments1,000galYour price
Inspect baffles and filter1eachYour price
Backfill and rake1eachYour price

Put the drain field location in site notes. Keeping the truck off it is the whole point of the note.

Line items septic companies use

Line itemUnitHow to write it
Septic tank pumpinggalBy tank size; say the size pumped.
Locate and dig up lidseachWhen lids are buried.
Riser and lid installeachBrings lids to the surface for easy access.
Septic inspectioneachFor a sale or maintenance; name what it covers.
Camera inspection of lineseachHouse to tank, tank to field.
Baffle repair or replacementeachInlet or outlet.
Effluent filter cleaningeachWhere the system has one.
Line jettingftClears roots and buildup.
Pump or alarm replacementeachFor pump systems.
Drain field evaluationeachProbing and inspection of the field.
Drain field repair or replacementeachDesign and permits often required.
Permit and health department feeseachRepairs and replacements often need county approval.

How to fill it in

  1. Fill in the customer, the site and the date.
  2. Add who is assigned, the arrival window and access.
  3. List the tasks and materials in the order the crew will need them.
  4. Put gate codes, pets and anything to protect in the site notes.
  5. Print it for the truck or send it to the crew's phone as a PDF.

Free tools for septic

The same work order for other trades: appliance repair, auto detailing, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, drywall, electrical, fence, flooring, garage door, general contractor, gutter, handyman, hvac, irrigation, junk removal, landscaping, lawn care, locksmith, moving, painting, pest control, plumbing, pool service, pressure washing, remodeling, roofing, snow removal, solar, tree service, waterproofing, window cleaning.

FAQ

What should a septic work order include?

Tank location and lid depth, truck route, the drain field to avoid, hose length, condition notes and a sign-off.

Why avoid the drain field?

A heavy truck can crush pipes and compact soil, damaging the field. Note its location. Field repairs cost far more than a careful truck route.

Should crews photograph the tank?

Yes. Photos of the open tank and baffles back up the condition notes and any repair estimate. They also show the homeowner what you saw.

How do I find buried lids?

Use past records, a probe or a locator. Note what you find for next time, or recommend risers.

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Free Septic Work Order Template (PDF and Word) | Koira