Running the Business · 19 checkpoints
Field Service Report Checklist
Everything worth writing down before you leave a job: what the work was, the parts that went in, anything that went wrong, the hours split out, what the client said, and where the job stands when you close it.
19 of 19 items on the sheet
Tick items off as you go, hide a section or a single line, write a note or add a photo on any row, then save it. Nothing you type, tick or attach here is saved or sent anywhere: a note and a photo print on the sheet and are gone when you reload.
The button opens your print dialog: choose Save as PDF as the destination (or print it straight to paper). The sheet carries only the items you kept.
Sheet details
Optional. Whatever you type prints across the top of the sheet; leave one blank and it prints as an empty line to fill in on site.
Job and Site Details 4/4
The Work Itself 4/4
What Went Wrong 3/3
An issue recorded with no outcome beside it reads months later as though nothing was done about it. The line after the problem is the one that survives.
What the Client Said 2/2
Hours on the Job 2/2
The Next Visit 2/2
Closing the Job Out 2/2
Notes
Optional. Anything you write here prints at the foot of the sheet, after the last section: one place for whatever does not belong to a single line.
0 of 3,000 characters
That is the whole sheet.
The button opens your print dialog: choose Save as PDF as the destination (or print it straight to paper). The sheet carries only the items you kept.
This checklist is a working document, not a code inspection or a substitute for a licensed professional. Confirm the current code, permit and licensing requirements for your own jurisdiction before you sign anything off.
What the Field Service Report Checklist Covers
19 checks across 7 sections: Job and Site Details, The Work Itself, What Went Wrong, What the Client Said, Hours on the Job, The Next Visit, Closing the Job Out. Work through it on a phone on site, or export the PDF and carry the paper. Anything you tick prints ticked, a note you write on a line prints under it, and a section you do not need can be hidden before you export.
It is free, there is no account, and nothing you enter is kept. Use it as a starting checklist, not a standard. It is written for general Running the Business work, so add the checks your own standards and your local code require before you take it to a job.
Where Zeus comes in
The checklist is the easy half. The paperwork after it is not.
Print this one as often as you like. When the filing starts to cost more than the inspection, Zeus keeps the job, the address, the photos and the finished report in one place on your phone. It all works with no signal in a basement.
Free plan, no card. Inspections, quoting and invoicing are all free; Pro adds job photos and documents.
ZEUS