Field Service Report

This field service report template is used to record all services performed by technicians during customer visits. This template can be used by field-staff to report any equipment defects, actions required and expenses involved. The template was converted using SafetyCulture and can serve as a guide for inspectors to perform the following: Determine the kind of service to be performed: repair, maintenance, installation or other work. Describe the problem and take photo evidence of defects or damages. Document actions taken and confirm if work was completed. If not, put follow up action items. Create a summary of the damaged or defective devices. Participants, which are the client, technician and field service engineer, should provide digital signatures to validate the report.

Title Page

CRM #
Equipment Owner
Address
contact
Conducted on
Prepared by

Field Service Report

Work to be performed
Please specify work to be performed
Description of work
Take a photo of the problems identified
Actions performed
Have you completed work?

Follow Up Action Items

Click + to add Action items

Defective / Damaged Device Summary Report

Click + to add devices replaced
Qty
Part #/Date code
Covered under warranty?
Description of Symptom/Failure/Cause
Click + to add devices needs to be ordered

Completion

I confirm that the performed work, issues encountered, corrective actions, and follow up action items as stated in this report are accurate.

If the required work is completed and that all issues were resolved; I confirm that system functionality, and any applicable system integration meets the design specifications.

If follow up action items are required; I confirm that I will perform all of the necessary steps to complete all of the follow-up action items that are of my responsibility as stated in this report.
Technician Full Name and Signature
End User / Owner Name and Signature