Form
Job and inspection form
Print or copy this page for each job. Add extra item pages and labelled photos if you need to.
Job details
Job reference
Original job/order
Client
Consultant
Address
Phone
Person in charge
A. Before you book
☐ Problem, affected items, photos/video and earlier repairs written down.
Account checked by / date
Paid up / not paid / in dispute
Amount owing or question
Installed and finished on
Job age
Warranty checked
Covered?
☐ Call-out fee agreed (if there is one) and payment received.
Fee incl./excl. VAT
Agreed by and date
Visit date and time
Inspector
B. Inspection – copy this part for each item
Item / room
Client's complaint
What I found and tested
Photo numbers / measurements
Cause: sure / think so / don't know
How to fix it / parts needed
Work that must be done first
C. Decision and closing
Covered or not, and why
Approved by / date
Quote or no-charge number
Next step / who / due
Next client update
☐ Remakes and parts checked. Work that comes first is done. Fitter briefed.
☐ Repair tested. After photos taken. Client's result written down.
Snags left
Client signed / date
Checked by / date
Money sorted / reason for closing
