Document guides / Service report
The service report: a record of the visit.
A service report documents a service call. It names the equipment, says what the technician found, what was done and what is recommended next, and it carries the charge for the visit.
When you would use a service report.
HVAC, plumbing and electrical calls
Anywhere a technician diagnoses and repairs.
Equipment maintenance visits
Record the unit, the condition and what you did.
Warranty and liability protection
A dated record of findings and recommendations.
Recommending more work
Put the upsell in writing, with the reason.
Top to bottom, what the page shows.
This is the order a client reads it in, and the same sections AeroInvoice puts on a service report.
- Who and where
The customer and the site.
- Equipment
The unit serviced, with model and serial where relevant.
- Findings
Three parts: what was found, what was done and what is recommended.
- Line items
Labor and parts used.
- Totals
The service total, which is the headline.
- Notes
Anything the customer should know.
- Signatures
The technician and the customer.
- Attachments
Photos of the problem or the finished repair.
- Number prefix
- SR
- Signed by
- The technician and the customer both sign.
Tips
- Photograph the problem before you fix it.
- Write recommendations plainly so the customer can act on them.
Good to know.
Should I leave a copy with the customer?
Make your service report in minutes.
Start free. It numbers itself, uses the right wording and shares your client and item details.