Templates
64 ready-made starters.
Every page, real.
Find the documents your Salesforce products make: 30 for Field Service, and quotes, invoices, contracts, letters and reports for every other team. Each starter comes as PDF and editable Word, and is yours to change in the editor.
Starters
64 starters
- Field Service
Job sheet
Give the engineer everything for a visit: the job, site, appointments, equipment, work plan, parts and a record to fill in.
- Field Service
Service report
Report a field service visit: the work done, parts used, photos and the customer sign-off.
- Field Service
Branded service report
Report a service visit with findings, a chart, photos and a signature, in the full brand.
- Field Service
Asset inspection report
Report an inspection: an overall pass or fail, each asset's result, defects, photos and the next inspection date.
- Field Service
Completion certificate
Certify that installation or service work is complete.
- Field Service
Job estimate
Price a job for the customer to accept: the problem found, labour and parts, optional extras, tax, deposit and an acceptance.
- Field Service
Job invoice
Invoice a completed job: labour and parts, tax, amount paid and due, bank details and a QR code to pay.
- Field Service
Landlord gas safety record
Record a landlord's annual gas safety check in Great Britain: appliances, flues, defects, the declaration and the tenant copy.
- Field Service
PAT test record
Record a portable appliance testing round: the instrument, each item's result and retest date, failures and pass labels.
- Field Service
Risk assessment and method statement
Plan a job safely: hazards and controls, the method, protective equipment and permits, emergency details and a briefing record.
- Field Service
Permit to work
Issue a permit for hazardous work: validity, hazards and precautions, isolations, issue, acceptance, extension and hand-back.
- Field Service
Backflow prevention assembly test report
Report backflow assembly tests: each assembly, its readings and result, the tester's certification and gauge.
- Field Service
Fire extinguisher inspection report
Record a monthly inspection or annual maintenance of fire extinguishers, with the next date due and QR tags.
- Field Service
HVAC maintenance record
Record HVAC maintenance: the unit, a checklist, readings with the temperature split, refrigerant and photos.
- Field Service
Appointment confirmation
Confirm a booked visit to the customer: when, where, what, who, how to prepare and how to change it.
- Field Service
Asset service history
Show an asset's life: its details, every visit and the work done, cases, cover and the next planned maintenance.
- Field Service
Expense claim
Claim expenses for approval: items grouped as billable or not with subtotals, receipts as pictures, a declaration and approval.
- Field Service
Inspection and test certificate
Certify an inspection of any kind: scope and limitations, each item's result, observations, the next inspection and signatures.
- Field Service
Meter installation certificate
Certify a meter installation: the meter, seals, opening reading and commissioning checks.
- Field Service
Parts request and pick list
Print a parts request for stores to pick: where from and to, each item with tick columns, totals and a collection record.
- Field Service
Parts transfer note
Send stock between a warehouse, van or site with a note: items, quantities, tracking and a signed hand-over.
- Field Service
Planned maintenance schedule
Send a customer their maintenance plan: the equipment covered, the visit calendar, what each visit includes and an acceptance.
- Field Service
Refrigerant service record
Record refrigerant work and leak checks: the gas, charge and CO2 equivalent, quantities added and recovered, results and certificates.
- Field Service
Technician run sheet
Give each technician their day: the stops in time order with running time, details, absences and van stock.
- Field Service
Time sheet
Send a weekly time sheet for approval: hours by day, job and type, a running total, overtime and sign-off.
- Field Service
Vehicle health check
Report a vehicle check with traffic lights, photos and an estimate for the repairs.
- Field Service
Warranty claim
Claim a covered repair from the maker or supplier: the failed item, its warranty dates, labour and parts, evidence and a declaration.
- Field Service
Water hygiene log
Log a legionella control visit: target temperatures, each outlet's readings and result, actions and routine tasks.
- Field Service
Return authorisation (RMA)
Authorise a return: the RMA number as a barcode, the items and reasons, packing steps and a cut-out label.
- Field Service
Warranty certificate
Certify a product's warranty: who it is for, the period, what is covered, how to claim and the rights notice.
Branded quotation
A designed quotation with a project title, product pictures on each line, lead times and terms.
Contract renewal notice
Remind a customer their contract is ending and offer the renewal, with a reply-by date.
Customer welcome letter and onboarding plan
Welcome a new customer: who to call, what the agreement says and a dated plan for the first 90 days.
Executive account summary
A one-look summary of an account: key figures, pipeline, orders and open cases.
Formal customer letter
Write to a contact: a dated letter with their address, a salutation, your text and a sign-off.
Mutual non-disclosure agreement
Protect information both sides share: parties, purpose, numbered duties, term, remedies and governing law.
Order form to sign
Get a customer to sign an order: parties, recurring and one-off charges, totals, payment terms and terms.
Product catalogue
A price list from a price book, grouped by product family.
Quotation
Quote a customer: the lines, discounts, deposit and validity, ready to accept.
Sales proposal
Propose a solution to a buyer: summary, products by family, investment, timeline and acceptance.
Service agreement
A contract to sign: parties, a key-terms panel, numbered clauses and signature lines.
Statement of work
Agree the work before it starts: scope, deliverables, dates, fees, change control, acceptance and signatures.
Branded invoice
A designed invoice with product pictures, the amount due as a feature card and your brand throughout.
Branded purchase order
Send a supplier a branded purchase order with an approval block.
Branded sales order
Acknowledge a retail sales order with a branded layout and an order-mix chart.
Credit note
Credit a customer for returned goods, referencing the original order.
Delivery note
Send with a consignment: what was ordered, what was delivered and what is still to come, with a receipt.
Invoice
Invoice a customer for an order: items, quantities, prices and the total due.
Order confirmation
Confirm a subscription order: what was ordered, the term and renewal, and the amounts.
Purchase order
Order from a supplier: what you're buying, where it goes and who to bill.
Statement of account
Send a customer a statement of their orders and the balance.
Credit memo (Billing)
Credit a customer from a Billing credit memo: what is credited, the tax and how the credit is used.
Invoice (Billing)
Bill a customer from a Billing invoice: lines, tax, payments, balance and how to pay.
Payment receipt (Billing)
Confirm a payment: the amount, date and method, and the invoices it paid.
Payment reminder (Billing)
Chase an overdue Billing invoice: a friendly, firm or final letter chosen from how late it is.
Statement of account (Billing)
Show a customer what they owe: open invoices, ageing, credit still to use, recent payments and how to pay.
Case resolution letter
Tell a customer their support case is resolved: what they reported, what was done and how to reopen it.
Case summary report
Summarise a customer case for review: details, related cases and comments.
Monthly service review
Review a key account's support each month: cases opened and closed, speed, priorities and what is still open.
Support plan schedule
Set out a support plan: what is covered, the entitlements, response times, price and how to get help.
Deal registration confirmation
Confirm a partner's registered deal: approval, protection period, contacts, products and terms.
Donation receipt, Gift Aid or IRS acknowledgment
Thank a donor and give them what the tax authority needs: a Gift Aid declaration (UK) or an IRS acknowledgment (US).
Event certificate of attendance
Give each attendee a certificate: their name, the event, the dates and an optional QR code to check it.
Partner fund claim summary
Summarise a partner's fund claim for approval: the claim, its allocation and budget, proof and the decision.
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Standard Salesforce objects only, in UK and US wording. A starter built on an optional feature appears in orgs where that feature is on. Statutory records give you a layout and prompts: have the wording reviewed before you rely on it.
Made by Docable
Nine real documents.
Open them yourself.
Each one generated by Docable from Salesforce records with a sample brand. Download the PDF, or the Word file and edit it. The companies, people and figures are made up.
Brindlewick Trade Supply
Executive account summary
A one-account briefing for a quarterly review: key figures, the pipeline and recent orders.
Velmora Cloud Services
Service agreement
A contract from a Salesforce Contract record: the parties, key terms, numbered clauses and a fee schedule.
HelioGrid Services
Field service report
An engineer's report from a Work Order: what was inspected, what was found, parts and labour, and site photos.
Merrowvale Workplace Supplies
Product catalogue
A price list from Salesforce Products, grouped by range, with prices with and without VAT.
ForgeFlow Manufacturing
Case summary
A customer-facing summary of a support Case, with its published comments in date order.
Ternbrook Logistics
Delivery note
A delivery note for a shipment: ordered, delivered and outstanding quantities, and when the rest will follow.
Cindervale Advisory
Customer letter
A formal letter to a customer contact, on the firm's letterhead, ready to edit in Word before it is sent.
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