Form guides
Service Report
Help completing a customer service report in Tradie Forms.
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.
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.
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.
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.
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.
Parts
Optional parts or materials fitted on this visit.
- Item, Qty, and Notes.
- Leave empty when no parts were used. Long lists continue onto extra pages on the PDF.
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.
After download
Give a copy to the client and keep one for your records. This is not a compliance certificate. Use the relevant compliance templates when the job needs a cert.