Work Order Template

1. Fill in dispatch and customer info. Start with the work order number, date, and technician assignment. Add the customer's name, address, phone, and any access instructions like gate codes or lockbox combos.

2. Describe the job. Select the service type, identify the target pest, and note the infestation level. Record the treatment method and property square footage for accurate dosage calculations.

3. Document the service. Write what the customer reported, your inspection findings, and exactly what treatment was performed. Include specific areas treated and any exclusion work done.

4. Record treatment data and safety checks. Log interior treated area, exterior perimeter, bait station and trap counts. Run through the safety checklist — PPE, SDS availability, re-entry intervals, and pet/child precautions.

5. Generate the work order. Hit the button to create a clean, printable work order. Have the customer review it, then use it for your records, regulatory compliance, or office filing.

A work order is the single document that proves what happened on a job. Every section exists for a reason.

Job identification — service type, target pest, and infestation level — ties the documentation to a specific service visit. This information is essential for tracking treatment effectiveness across multiple visits and meeting regulatory requirements.

Treatment data documents exactly what was applied and where. Interior square footage, exterior perimeter, bait station placement, and product application rates are required by state pesticide regulations. If a customer reports ongoing pest activity or an adverse reaction, your treatment data provides the full picture.

Product tracking is legally required. Every pesticide application must be logged with the product name, EPA registration number, application rate, and area treated. These records must be maintained for years and are subject to regulatory audits.

The safety checklist is your liability shield. Documenting PPE worn, SDS availability, re-entry intervals communicated, and pet/child precautions noted shows due diligence. If health concerns arise after treatment, that checklist is your first line of defense.

Products used with EPA registration numbers create a clear regulatory compliance record and help track inventory and reorder needs.

Routine treatment visits. Every pest control visit needs a work order. The technician fills it out on site — inspection findings, products applied, areas treated, and bait station placement. It becomes the permanent record and satisfies state pesticide documentation requirements.

Initial inspections and estimates. During first visits, the work order captures baseline activity levels, entry points found, and treatment recommendations. This creates a starting point for tracking treatment effectiveness over time.

Regulatory compliance and callbacks. When a state inspector asks for application records, or when a customer disputes what was done, the work order is your evidence. Complete work orders with products, rates, and safety documentation satisfy regulatory requirements and eliminate disputes.