Title Page

  • Customer Name

  • Customer Email

  • Conducted on

  • Prepared by

  • Customer Address

Your HVAC Reports

    Diagnostic Call
  • What equipment are you working on?

  • Photo of the equipment (Far back for full view, rating plate, and part photos IP)

  • What did you discover on the visit?

Customer Confirmation

  • Is a return visit required?

  • Detail what is needed for the return visit. If we need to order a part please make sure it is detailed in your answer. If you can take pictures of the part number that is helpful. IMPORTANT!!! Change title in Jobber to RVR. This will let the office know to take a look.

  • Detail the Reason and What Is Needed for the Return Visit

  • All appliances have been restarted and test cycled

  • Technician Signature

  • Is the customer home while our work is being completed?

  • Customer Signature

  • Are all of the lights turned off that you turned back on while in the home?

  • Is the work area clean and everything is put back?

  • Are all the doors locked?

  • Did you call and update the customer? If the customer does not answer please leave a voicemail.

  • Time that you left the visit

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.