Free service completion form

About this document

A service completion form closes the job on site: what was done, when, and the customer's confirmation next to it. It exists because "the work was fine when we left" is far easier to establish the day it happens than three weeks later.

When to use it

• The job is finished and the customer is right there to confirm it.
• Work that will be invoiced later — the sign-off makes that conversation short.
• Jobs where condition matters (repairs, installs) and the state should be on record.

Getting it right

• List what was actually done, not what was planned — if scope moved, this is where the record catches up.
• Note anything left undone or needing a follow-up visit; surprises age badly.
• Collect the sign-off before leaving the site. The form is worth far less unsigned.

It confirms the work happened — it doesn't create a warranty or settle what the confirmation means for later claims; that's whatever your agreement says.

Part of Run a service job — the whole situation, connected.

Common questions

The customer isn't there to sign — now what?

Fill it anyway, note who was present, and send the PDF the same day. A same-day record without a signature still beats memory.

Does this replace the invoice?

No — it feeds it. Converting it carries the completed work over as invoice lines.

The customer disputes an item on it?

Write the disagreement into the notes rather than arguing the form away — a record showing both views is still a useful record.