Templates
Templates
Risk assessment template for trades and field service
A free risk assessment template for trade and field service work, with a simple risk matrix and notes on what the UK, Australia and the US each ask for.
Repair order template for auto repair shops
A free repair order template for mechanics and garages: customer and vehicle details, the concern, diagnosis, authorisation, parts and labour, and sign-off.
End-of-lease cleaning checklist
Room by room (kitchen, bathrooms, bedrooms and living areas) ticked off as each part is done, with a question at the end for damage that cleaning cannot fix.
Pest control treatment record
What every treatment should record.
Electrical safety checklist
A visual and test checklist for a home or small premises.
Gas appliance safety checklist
The common checks on a gas appliance.
Air conditioner service checklist
A split-system or ducted service, item by item.
Vehicle safety inspection checklist
The checks a workshop runs on a general safety inspection.
How to use them
Print a checklist and fill it in on site, or copy it into your own paperwork: each one lists the items to check, item by item, with the readings each check needs. In the software the same checklists are inspection forms: the technician fills them in on a phone, takes photos in the form, and signs on the screen, and any item marked as a finding can be turned into a quote in one click.
For documents rather than checklists, the free generators on the tools page fill in a work order, invoice, service agreement or cancellation policy in your browser, ready to print.