Before you start each service, photograph the worst areas. After, shoot the same spots from the same place. A short video of each is welcome. Everything files itself into the job folder as Service – Before and Service – After.
3 Certificate of work completed
Services completed
One line per service: where on site and what was done. Pick the standard note or write your own.
Anything to flag?
What was not completed
Reason
What happened and what is needed to finish
Sign-off
Technician who did the work
Site contact name and role
Technician signature
Sign here
Signed
Site contact signature walk them through the work first; leave blank only if no one is available
Site contact signs here
Signed
A word from the site contact optional, one line, in their words
How did we do? site contact taps a star
4 Post-job checklist
Only what the certificate doesn't ask
Notes for the office details for any answer that says "see notes"; type N/A if nothing to report
Your signature
I confirm the answers above are accurate.
Sign here
Signed
✓ Visit finished
On-site assessment
Measure · photograph · price
1 The prospect
Business or client
Site name if different
Address
Contact
Phone or email
Date
Assessed by
2 Walk-around
One line per service and area. Measure it, photograph it, price it. Prices come from the company price list; change them on the spot if the site calls for it.
3 Site notes & documentation
Access, parking, water and power
Hazards and anything to flag
Site documentation one block per area: name it, say what the photos show, then shoot
4 Pricing
Discount $ off, optional
Frequency
Notes on the quote what is included, what is not, timing
Prospect signature optional: "assessment reviewed with me"