Estimating & Pricing

PAINTING WORK ORDER TEMPLATE

Turn a signed estimate into crew instructions: how to get in, what gets which product, color, sheen and coats, and the prep the price assumed.

What a painting work order does that an estimate does not

The estimate sold the job; the work order runs it. It translates the customer's scope into instructions a crew can follow without calling the office: the lockbox code, the dog in the yard, the exact product, color, sheen and coats for every surface, and the prep and protection the price assumed.

Build it from the signed estimate or contract the day the job is booked, and leave the prices off.

Estimate, work order, change order, punch list

Which painting document does what
DocumentWho reads itWhat it holdsWhen
EstimateCustomerScope, price, termsBefore the sale
Work orderCrewAccess, surfaces, products, colors, prepJob booked
Change orderCustomer and crewAdded or removed work, price and time impactDuring the job
Punch listCustomer and crewTouch-ups left before acceptanceFinal walkthrough
InvoiceCustomerAmount due and payment termsJob accepted

How to fill in the work order

  1. Copy the address, start time and crew size from the schedule.
  2. Write site access and owner notes the way a new painter would need them.
  3. One line per area and surface: product line, sheen, color name and code, number of coats.
  4. Spell out the prep the price assumed, so the crew neither skips it nor overdoes it.
  5. Print it for the truck or copy it into your scheduling app.
PRO TIP
Put the sheen on every line, not once at the top. Walls in eggshell with trim in semi-gloss is the usual pairing, and the eggshell vs semi-gloss comparison explains why it matters which goes where.

Writing prep instructions a crew can follow

Vague prep notes are where a priced job and a painted job drift apart. Write each instruction as an action on a named surface, with the product if it matters:

Vague and clear work order instructions
VagueClear
Prep wallsFill nail holes and dents, sand flush, spot-prime every patch
Prime as neededShellac-prime the water stain on the kitchen ceiling before the finish coat
Do the trimCaulk baseboard tops and casing joints, degloss, two coats semi-gloss enamel
Protect the floorsCanvas on all floors in the work area; plastic only on carpet stairs
Clean upPlates back on, hardware reinstalled, touch-up kit labelled by room for the owner

The types of primer guide helps you name the right primer on the sheet, and the safety checklist belongs in the same job folder.

Work orders: common questions

What is the difference between a painting estimate and a work order?

The estimate is for the customer: scope, price and terms. The work order is for the crew: where to go, how to get in, which surfaces get which product, color, sheen and number of coats, and what prep and protection to do. A work order normally carries no prices.

Should the work order list paint colors by name and code?

Yes. Write the brand, the color name and its code, the sheen and the product line for every surface, or attach the owner's signed color sheet. Wrong-color and wrong-sheen mistakes almost always start with 'same as the living room' on a crew's note.

Who signs a painting work order?

The crew lead signs it when the listed work is done, which tells the office the job is ready for the owner walkthrough and punch list. Some companies also have the owner initial the color and sheen lines before work starts.