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Free Work Order Intake Form

Capture every detail your contractor needs, the first time you ask. Stop vague work requests—get thorough, organized documentation before the site visit.

Get the form

What's inside

1

Site address, access notes, and key/lockbox info in one place

Give your contractor everything they need to get started. No phone calls hunting for access codes or special instructions.

2

Scope description with photo-upload checklist

Guided checklist for what photos to send your contractor (wide shot, close-up, context). Clear visuals prevent misunderstandings.

3

Budget range, timeline, and approval-routing fields

Clarify expectations upfront. Specify approver(s), target dates, and budget constraints so bids come back on-target.

Perfect for

Property managers, multifamily operators, HOAs, and busy homeowners who need crystal-clear work requests before contractors arrive.

  • Maintenance requests at multi-unit properties
  • HOA common-area projects
  • Seasonal home repairs
  • Emergency facility fixes
  • Renovation planning
  • Rental unit turnovers

Ready to manage work orders end-to-end?

After you download the form, try ContractShield. Post work orders, get competitive bids from vetted specialty contractors, and manage the entire project from one place.