# Service Report (/docs/form-guides/building/national/national-service-report)



The **Service Report** is a customer-facing record of work performed, findings, and recommendations. Fill it on site, sign as the technician, optionally capture the customer signature, and download a clean PDF before you leave.

This is a Tradie Forms designed handover form, not a compliance certificate. There is no official layout to match.

[Open the Service Report](/forms/national-service-report) when you have the client and job details ready.

<Cards className="docs-cards docs-cards-cols-2 my-6">
  <Card title="Required to download" icon="info">
    Business and technician names, client, service date and type, work performed,
    follow-up choice, technician sign-off and signature.
  </Card>

  <Card title="Useful job evidence" icon="info">
    Add findings, recommendations, parts, and before and after photos when they
    help explain the work.
  </Card>
</Cards>

<span id="before-you-start" />

## Before you start [#before-you-start]

* Know the **client and site** for the visit.
* Note the **equipment or system** you worked on.
* Have a clear line on **what you did**, what you found, and any follow-up.
* Take before and after photos in the form if the condition or completed work will be easier to understand visually.

<span id="business" />

## Business [#business]

Your business and technician details.

* **Business Logo** - optional. Shows top right on the downloaded report.
* **Business Name** and **ABN** - required business name.
* **Technician Name** - required.
* **Licence Number** - optional.
* **Phone** - contact for follow-up.

<span id="client" />

## Client [#client]

Who you did the work for and where.

* **Client Name** - required.
* **Contact Phone or Email** - optional.
* **Job Reference** - optional work order or site reference.
* **Site Address** - search the address; suburb, state, and postcode fill automatically.
* **Service Date** - required. Tap **Today** on site.

<span id="service" />

## Service [#service]

What you did and what the client should know next.

* **Service Type** - maintenance, repair, installation, inspection, fault callout, or other.
* **Equipment or System** - optional make and model.
* **Work Performed** - required. What you completed on this visit.
* **Findings** - condition, faults, or test results worth recording.
* **Recommendations** - what the client should do next, and by when.
* **Follow-up Required** - Yes or No. If Yes, add follow-up details.
* **Before Photo** and **After Photo** - optional. Each photo is added as a full-page appendix to the PDF.

Keep **Work Performed** factual. Put unresolved conditions in **Findings** and the next action in **Recommendations**. This makes the handover easier to scan.

<span id="parts" />

## Parts [#parts]

Optional parts or materials fitted on this visit.

* **Item**, **Qty**, and **Notes**.
* Leave empty when no parts were used. You can add up to 50 rows. Long lists continue onto extra pages on the PDF.

<span id="signOff" />

## Sign-Off [#sign-off]

* **Technician Name**, **Date**, and **Technician Signature** - required before download.
* **Customer Name** and **Customer Signature** - optional. Capture on the phone, or send a signature request link from a cloud-saved draft on Solo or Team.

<span id="final-check" />

## Before download [#before-download]

* Check the client, site, service date, and job reference.
* Make sure **Follow-up Required** matches the recommendations.
* If follow-up is Yes, state who will do what next.
* Check that photos show the correct job and do not include unrelated personal information.
* Read the PDF preview and fix any clipped or unclear wording.

<span id="after-export" />

## After download [#after-download]

Give a copy to the client and keep one with the job record. This form does not replace a compliance certificate, commissioning record, or regulator form required for the work.

Use the [Job Safety Analysis](/docs/form-guides/building/national/national-jsa) when the job also needs a step-by-step hazard and control record.