Trades & field work form templates

Appliance repair request Customers book a repair with the brand, model, fault and error code — so the technician brings the right parts and fixes it in one visit. 34 questions · 4 pages Change order Put every scope change in writing — what changes, why, what it costs and what it does to the finish date — and get it signed before the work starts. 39 questions · 4 pages Cleaning service checklist A room-by-room record cleaners fill in on a phone or tablet after every visit, with the client's sign-off built in. 24 questions · 4 pages Concrete pour checklist Check everything before the first truck arrives, then log the pour itself — trucks, samples, problems and curing — in one signed record. 30 questions · 4 pages Confined space entry permit Record the isolation, gas tests, entry team and rescue plan before anyone goes in. 36 questions · 5 pages Daily site log A site supervisor's end-of-shift diary — weather, workforce, work done, deliveries, delays and safety — filled in from a phone in a few minutes. 36 questions · 4 pages Drain survey report Turn a drain camera survey into a clear report: what was surveyed, what was found where, and what work you recommend. 26 questions · 4 pages Driver trip log One log per driver per shift — vehicle check, route and mileage, fuel and expenses, hours and incidents — filed as a PDF automatically. 36 questions · 4 pages Electrical inspection report Record the installation, what you tested, what you found and how urgent it is — with a signed declaration and the circuit schedule attached. 34 questions · 4 pages Equipment pre-use inspection A daily operator check for plant and machinery that flags defects, tags unsafe equipment out of service, and saves every check as a signed PDF. 24 questions · 4 pages Excavation permit Check for buried services, plan collapse protection and authorise the dig in one signed permit. 28 questions · 4 pages Fire safety inspection Check extinguishers, alarms, exits, emergency lighting and fire doors on a routine walk-round. 24 questions · 4 pages Hazardous substance assessment Assess a chemical's hazards, exposure and controls from its safety data sheet before anyone uses it. 32 questions · 5 pages Home improvement estimate request Let homeowners describe a renovation project and share photos so contractors can put together an accurate estimate. 31 questions · 4 pages Hot work permit Authorise welding, cutting and grinding with a full fire precautions check, fire watch and signed close-out. 31 questions · 4 pages HVAC service report Record the readings, the checks, the work and the recommendations for every heating and cooling visit — and leave with the customer's signature. 47 questions · 4 pages Job completion sign-off An online handover form where the customer confirms finished work, lists any snags, rates the job and signs to accept it. 22 questions · 3 pages Job hazard analysis Break a job into steps, list the hazards in each, and record the controls before anyone starts. 38 questions · 4 pages Landscaping visit report Grounds crews log every visit — what was done, what was used, what they noticed and how long it took — before they leave the site. 29 questions · 3 pages Lifting operation plan Plan each crane or hoist lift in writing — load, equipment, rigging, hazards and team — and keep the signed plan on file. 30 questions · 4 pages Lockout/tagout record Record every isolation point, lock and verification step from shutdown to restart. 31 questions · 4 pages Manual handling assessment Assess a lifting or carrying task factor by factor and plan the controls that reduce the risk. 23 questions · 4 pages Near-miss report Let anyone report a close call or unsafe condition in a few minutes, by name or anonymously. 23 questions · 4 pages Pest control service report One report per visit — pests found, exactly what was treated, and the safety advice given to the client. 30 questions · 4 pages Plumbing job report A plumber's job sheet for the phone: what was found, what was done, the checks, and the customer's signature before you leave. 28 questions · 4 pages Pool service log Test first, then treat — record the readings, what went into the water, the cleaning and the equipment checks on every pool or spa visit. 34 questions · 4 pages Proof of delivery Drivers record who received the goods, when, where they were left and what condition they were in — with a signature and photos — before driving away. 27 questions · 3 pages Punch list Walk the job once, list every snag by location and trade, attach photos, and get the contractor to sign that the list is agreed. 26 questions · 3 pages Removals survey Inventory the rooms and large items, record access at both ends, and note packing and storage needs — everything a mover needs for an accurate quote. 35 questions · 4 pages Roof inspection report Rate every part of the roof, photograph every defect, and tell the client plainly what needs doing and how soon. 34 questions · 4 pages Scaffold inspection Check every part of a scaffold, record defects and set the tag status in one signed inspection. 26 questions · 3 pages Security patrol report Officers log the shift — patrols, checkpoints, observations and incidents — and hand over cleanly to the next officer. 32 questions · 4 pages Site induction record Record that every worker and visitor received the site induction, and have them sign for it. 24 questions · 4 pages Site material request Site teams tell the office exactly what they need, how much, where it goes and when — so the right materials arrive the first time. 27 questions · 3 pages Site measure sheet Take measurements, site conditions and product choices on one sheet, with sketches and photos, so the quote and the fitter work from the same numbers. 31 questions · 4 pages Site safety inspection Walk a work site, record pass or fail against a full safety checklist, and log corrective actions in one form. 25 questions · 4 pages Snow removal log Log every site, every visit — times, conditions, what was plowed and salted, and what was left — the record you need if someone slips. 29 questions · 4 pages Solar site survey Capture the roof, the shading, the electrical panel and the household's energy use in one visit — everything the designer needs to size and quote the system. 45 questions · 4 pages Subcontractor pre-qualification Vet subcontractors before they set foot on site — trades, insurance certificates, safety record and references in one form. 48 questions · 5 pages Toolbox talk record Record the topic, key points and attendance of every safety briefing in one signed form. 25 questions · 4 pages Tree work site assessment Record the tree, its defects and the work you're proposing on one visit, with photos — then quote from the record. 32 questions · 4 pages Vehicle daily check A driver's five-minute walk-round check of a fleet vehicle, with defect reporting built in and every check kept on file. 23 questions · 3 pages Vehicle repair intake Check a vehicle in properly — customer, car, mileage, the problem in the customer's words, existing damage, and exactly what the shop may do. 36 questions · 4 pages Water damage drying log Log every visit to a water-damaged property — readings, equipment and progress — so drying is documented from first visit to sign-off. 35 questions · 4 pages Work order One record per job, from the initial request through parts and labour to a signed customer sign-off — no separate job sheet needed. 32 questions · 4 pages Working at height permit Authorise work at height with the access, fall protection and rescue plan checked and signed. 29 questions · 4 pages Workmanship callback request Give past customers one simple place to report a problem with finished work, with photos and the times you can visit. 24 questions · 3 pages