Field Service starter

Service report

Report a field service visit: the work done, parts used, photos and the customer sign-off.

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2 pages, as Docable made them from sample records with the Calderwick Heating & Electrical sample brand. The company, people and figures are made up.

  1. Page 1 of the service report starter, made with the Calderwick Heating & Electrical sample brand.
    Page 1
  2. Page 2 of the service report.
    Page 2

A service report on a Work Order: a title panel with the report number, visit date, time on site, engineer and a status badge; the customer, site and visit (contact, maintenance plan and next visit, each line left out when blank); the work completed; a before-and-after pair from the record's photos (only when there are some); the equipment checked with a picture of each item; parts and labour; the follow-up work (only when there is some); and the engineer's and customer's signatures from the Field Service app.

Needs Field Service in the org.

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New template › Start from a quick start › Service report. The draft opens with the fields in place.

Signed on site.

Previewed, signed and submitted in the Field Service app, even offline.

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PDF and Word.

One template makes both.

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