Free templates
Print-ready forms and checklists for service calls, safety and the office. Add your company name and go.
Printable forms and spreadsheets for field service work. Download them, add your company name and adapt them to your trade and state. The PDF forms print on US Letter paper.
Editable Word versions, more forms and Excel workbooks with the formulas built in. The free templates below stay free.
Service calls
Service Call Report
A complete service ticket: complaint, cause, readings before and after, work performed, parts used, recommendations and signatures.
Job Completion Checklist
A before-you-leave checklist covering the repair, the site and the customer.
Customer Sign-Off Form
A form for the customer to confirm that work was completed and explained, and to record declined recommendations.
Service Estimate Worksheet
Build a written estimate with labor, materials, totals, validity date and customer acceptance.
Daily logs and pay
Technician Daily Work Log
One sheet per technician per day, with every stop, odometer readings, parts to reorder and notes for the office.
Vehicle Mileage Log
A printable log for business trips: date, start, destination, purpose and miles, with totals and sign-off.
Mileage Log Spreadsheet
A mileage log that calculates miles for each trip, total business miles and the reimbursement due at the rate you enter.
Weekly Timesheet with Overtime
Enter start and end times for the week. The sheet totals paid hours, splits regular and overtime hours over 40, and calculates gross pay.
Vehicle
Daily Vehicle Inspection Checklist
A pre-trip inspection covering tires, lights, brakes, fluids and safety equipment, with a defect record.
Service Vehicle Stock Checklist
List what each truck should carry, set minimum and maximum quantities, and record what needs restocking.
Maintenance, quality and profit
HVAC Preventive Maintenance Checklist
A tune-up checklist for a residential split system covering cooling, heating and readings.
Callback Tracking Log
Log each callback with its cause code and cost, then calculate the monthly callback rate.
Job Profitability Worksheet
Enter the price, hours and costs for one job to see gross profit, overhead share, net profit and both margins.
Safety
Job Hazard Analysis Worksheet
Break a job into steps, list the hazards and controls for each, and have the crew sign.
Toolbox Talk Sign-In Sheet
Record the topic, key points, concerns raised and attendance for each safety meeting.
Using these templates
You may use and edit these templates within your own business. You may not resell or redistribute them. See the template license. They are general starting points and are not legal, safety or compliance documents for your specific situation.