TEMPLATES · Job card

Job card format and template

A job card is the record of one job, from the problem reported to the customer's sign-off. This free job card format covers the customer, site, equipment, work done, parts and labour, and both signatures, as a printable PDF or an editable Excel that adds up the totals for you.

Download free PDF

PDF downloads straight away, no form. The Excel asks for your name, company, work email and team size.

Who it is for

Service and maintenance companies whose technicians work at client sites: HVAC, lifts, fire and safety, kitchen and other equipment maintenance, cleaning and pest control, and facility management. Technicians fill it on site, supervisors check it, and the office uses it to bill the job.

What a job card should include

Job details: job card number, date, reference (PO, AMC or quote number)
Customer and site: customer, contact person, phone or email, site or location
Technician and time: technicians, time in and time out
Equipment: equipment or asset, make, model and serial number
Job type: breakdown, PPM, installation, AMC visit, inspection or other
Priority and billing: normal, urgent or emergency; chargeable, warranty or AMC
Reported problem and work carried out: what the customer reported and what the technician did
Parts, materials and labour: quantity or hours, unit price or rate, amount, subtotal, VAT and total
Job status: completed, waiting for parts, follow-up visit needed, quotation required
Signatures: technician and customer, with the date

How to fill it in

Before the visit, the office fills in the header and the reported problem.
On site, the technician notes the time in and the work carried out.
The technician lists parts used and labour hours. In the Excel, set your currency and VAT rate once and the amounts calculate themselves.
The technician ticks the job status, so the office knows what happens next.
Technician and customer both sign. The customer keeps a copy and the office keeps one.

Job card, work order or service report?

Document	When	What it answers
Work order	Before the job	What to do, where, when and what to bring
Job card	During the job	What was done, the parts and labour used, and the charges
Service report	After the job	What was found, what is recommended and the equipment status, for the customer

WITH ZENTID

Doing it without paper

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With Zentid, technicians fill the job card on their phone: on WhatsApp with nothing to install, or in the Zentid Field app, which works offline. They log the work, parts and time on site, add photos, and the customer signs on screen. The signed card is saved to the job, and the service report reaches the customer on WhatsApp, in English or Arabic.

Frequently asked questions

What is a job card?

A job card is a one-page record of a single job: who the customer is, what was reported, what the technician did, the parts and labour used, and the customer's signature.

Is a job card the same as a work order?

No. A work order tells the technician what to do before the job. The job card records what was actually done during it.

Can I add my company logo?

Yes, in the Excel. Replace the logo box at the top and type your company details into the pale yellow cells. The PDF is a fixed printable form.

Does the Excel calculate VAT?

Yes. Enter your VAT rate once, for example 5% in the UAE or 15% in Saudi Arabia, or 0% if your company is not VAT registered. Subtotal, VAT and total calculate themselves.

Which currency does it use?

Any. Choose your currency at the top of the Excel and the price headings follow it.

Do I need to sign up to download it?

No for the PDF: it downloads straight away. The editable Excel asks for your name, company, work email and team size.

In one paragraph

Zentid's free job card format is a one-page record of a single field service job, for service and maintenance companies. It covers the customer and site, equipment, job type and priority, the problem reported, work carried out, parts and labour with VAT and totals, job status, and technician and customer signatures. It comes as a printable PDF and an editable Excel with automatic totals, any currency and any VAT rate.