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Service Report (On-Site)

A customer-ready service report you can finish before leaving the site: issue, work performed, parts used, photos, and sign-off.

Service Report (On-Site)
You’ll be asked to sign in first.
field-servicefacilities-managementservice-reportmaintenance
Use this when you need one clean, customer-readable record of what happened on-site. Good for: HVAC, plumbing, electrical, facilities, and general service calls.

Form preview

Customer
Report ID
Text
[not set]
Job / Work Order ID
Text
[not set]
Customer*
Text
[not set]
Site / Address
Text
[not set]
On-Site Contact
Text
[not set]
Contact Phone
Text
[not set]
Service Date*
Date
📅 Select date
Arrival Time
Time
⏰ Select time
Departure Time
Time
⏰ Select time
Equipment
Equipment / Asset
Text
[not set]
Make / Model
Text
[not set]
Serial #
Text
[not set]
Service Details
Reported Issue*
Text Area
Diagnosis
Text Area
Work Performed*
Text Area
Parts / Materials Used
List
PartPart #Qty
+ Add+ Add+ Add
Tests / Verification
Text Area
Photo (Before)
Photo
No photos captured
Photo (After)
Photo
No photos captured
Recommendations / Next Steps
Text Area
Sign-off
Technician Name*
Text
[not set]
Technician Signature
Signature
Signature captured during completion
Customer Name*
Text
[not set]
Customer Signature*
Signature
Signature captured during completion
Signed At
Date & Time
📅⏰ Date & time
EXAMPLE REPORTSample data — shows what you’ll get after recording

Example filled report

Customer
Report ID
SR-2026-02-09-014
Job / Work Order ID
WO-77821
Customer
Riverview Office Park
Site / Address
125 Riverside Dr, Springfield
On-Site Contact
Jamie Patel
Contact Phone
+1 555-0134
Service Date
02/09/2026
Arrival Time
9:10 AM
Departure Time
9:55 AM
Equipment
Equipment / Asset
Rooftop unit - East wing
Make / Model
Carrier 48TC
Serial #
48TC-19-003812
Service Details
Reported Issue
No cooling reported in the east wing since yesterday afternoon.
Diagnosis
Found condenser fan not spinning. Capacitor reading low; wiring intact.
Work Performed
Isolated power. Replaced fan motor capacitor with like-for-like part. Verified condenser fan starts normally. Cleaned debris around coil and secured panel.
Parts / Materials Used
PartPart #Qty
Run capacitorC440-5/351
Tests / Verification
Started unit and observed stable operation for 10 minutes. Supply air temperature dropped as expected.
Photo (Before)
No photos captured
Photo (After)
No photos captured
Recommendations / Next Steps
Schedule a follow-up visit in 30 days to re-check electrical connections and coil condition.
Sign-off
Technician Name
Alex Morgan
Technician Signature
Signature captured during completion
Customer Name
Jamie Patel
Customer Signature
Signature captured during completion
Signed At
02/09/2026 9:58 AM
Service Report (On-Site) | Voiz Report Templates