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Service visits,
fully documented

Digital checklists, before/after photos, client signatures, and auto-generated PDF reports. Give your technicians a mobile-first workflow and your managers complete audit trails.

Service Report #2847
Acme Corp ยท HVAC Maintenance ยท Mar 5, 2025
In Progress ๐Ÿ“ Verified
Service Checklist
Visual inspection of all units
Filter replacement โ€” all 4 units
!
Refrigerant level check (needs top-up)
Thermostat calibration
Client sign-off
3 of 5 items completed
๐Ÿ“ธBefore
๐Ÿ“ธAfter
+ Add Photo
Technician
DM
David Mitchell
HVAC Specialist
Materials Used
4x HVAC Filters (20x25)
1x Refrigerant R-410A
Client Signature
Eleanor Pena ยท Mar 5, 2025
Generate PDF Report

Standardize every service call

Create reusable checklist templates for each service type. Technicians follow the same process every time โ€” no missed steps, no inconsistencies, and complete documentation.

  • Custom checklist templates per service type
  • Issue flagging with severity indicators
  • Materials and parts tracking
๐Ÿ“‹ Template HVAC Maintenance โ˜ Visual inspection โ˜ Filter replacement โ˜ Refrigerant check โ˜ Thermostat cal. โ˜ Client sign-off ๐Ÿ“‹ Service #2847 Acme Corp ยท 60% done โœ“ Visual inspection โœ“ Filter replacement โš  Refrigerant check โ˜ Thermostat cal. โ˜ Client sign-off

Client sign-off and PDF reports

Capture digital signatures on-site when the service is complete. Auto-generate professional PDF reports with all checklist items, photos, materials used, and the client's signature โ€” ready to email or archive.

  • On-device digital signature capture
  • Auto-generated branded PDF reports
  • Email reports directly to clients
Service Report PDF
PDF
Client: Acme Corp
Service: HVAC Maintenance
Date: March 5, 2025
Tech: David Mitchell
Items: 5/5 completed โœ“
Issues: 1 flagged (refrigerant low)
Photos: 3 attached
Signature: โœ… Eleanor Pena
๐Ÿ“ง Email to Client
โฌ‡ Download

Professional service management

Service Checklists

Reusable templates for every service type. Consistent quality every time.

Before/After Photos

Document the work visually with timestamped, geotagged photos.

Digital Signatures

Capture client sign-off on-screen. Legally binding and automatically stored.

PDF Generation

Professional branded reports generated automatically from visit data.

Materials Tracking

Log parts and materials used during each service for inventory management.

Service Analytics

Track first-time fix rates, average service duration, and issue frequency.

Professionalize every service call

Digital checklists, signatures, and auto-generated reports โ€” all from your technician's phone.

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