What a window and door work order is for
Ten windows in seven rooms is ten chances to set a unit in the wrong opening. A work order that maps every unit to its room and size, with swing, capping color and interior trim, lets the crew check each box against the list before the old window comes out.
What to put on a window and door work order
- Opening map by room and size.
- Door swing and hardware.
- Capping color and trim profile.
- Lead-safe practices on older homes.
- Furniture and floors to protect.
A worked example
Install day for all ten windows and the front door, with the crew copy showing no prices.
| Line | Qty | Unit | Price |
|---|---|---|---|
| Living room, three units 34 x 58 | 3 | each | Your price |
| Bedrooms, five units 30 x 54 | 5 | each | Your price |
| Kitchen and bath, two units | 2 | each | Your price |
| Front door, left-hand inswing | 1 | each | Your price |
Label each box with its room before it leaves the shop. The work order then matches the boxes on the lawn.
Line items window and door installers use
| Line item | Unit | How to write it |
|---|---|---|
| Replacement window, insert install | each | Size, frame material, glass package and grid. |
| Replacement window, full frame | each | Tear-out to the rough opening; new trim inside and out. |
| Entry door, prehung | each | Slab material, glass, sidelites and hardware. |
| Storm door | each | Style and closer. |
| Sliding patio door | each | Width, panels and screen. |
| Interior door, prehung | each | Swing and casing. |
| Exterior capping, aluminum | each | Per opening; color to match. |
| Interior trim and stool | each | Per opening; paint or stain grade. |
| Sill and frame rot repair | ft | Priced if found when the old unit comes out. |
| Egress window and well | each | Cutting, well and code requirements; permit. |
| Disposal of old units | each | Per opening. |
| Permit | each | Where the town requires one. |
How to fill it in
- Fill in the customer, the site and the date.
- Add who is assigned, the arrival window and access.
- List the tasks and materials in the order the crew will need them.
- Put gate codes, pets and anything to protect in the site notes.
- Print it for the truck or send it to the crew's phone as a PDF.
Free tools for window and door
The same work order for other trades: appliance repair, auto detailing, carpentry, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, deck, drywall, duct cleaning, electrical, fence, flooring, garage door, general contractor, glass, gutter, handyman, holiday lighting, home inspection, hood cleaning, hvac, insulation, irrigation, junk removal, landscaping, lawn care, locksmith, masonry, moving, painting, pest control, plumbing, pool service, pressure washing, property maintenance, remodeling, restoration, roofing, security system, septic, siding, snow removal, solar, tile, tree service, water treatment, waterproofing, window cleaning.
More for window and door installers: how window and door installers run on Koira.