Forms and documents have a one-off charge
Simple and easy to use checklist for a thorough A/C tune-up and safety inspection.
Ensure the important items are completed for each day during an install.
A handy 20 step checklist for your staff to work through when completing a central heating power flush. Great for training new team members, or ensuring that the correct process is followed every time
This form is to be used when your residential HVAC installation department completes a system replacement.
Simple and easy to use checklist for a thorough furnace tune-up and safety inspection.
Make Safe Report - Letting your customer know what you have carried out. Great for working with insurance, real estates, builders and third parties. Editable fields & customization by engagement
This is an onsite checklist and report for heat pump installers.
A guided checklist for pool handovers to new tenants or owners. Ensures consistent delivery, protects property, and provides signed confirmation for landlords and property managers.
Clear easy to use form with green design elements. Record all the details of your pest inspection service, including the pests treated, chemicals used and sign by both the customer and technician.
Frequently request work by Sub-Contractors? Want the Form to look the same as your invoice?
Record all the details of your pest inspection service, including the chemicals used, and have both your Customer and Technician sign the form!
Summary of testing completed onsite for client. Sign by both client and technician.
Meet your H&S obligations on site with this vehicle checklist.
The Electrical Test Record form lets you swiftly and conveniently log testing outcomes on your smartphone or tablet.
Practical site-ready Forklift Pre-Start Inspection Checklist to help ensure key safety checks are done before each shift. Supports WHS compliance and risk control.
Elevate your fitness facility's equipment management with our Gym Equipment Service Record Form. Designed specifically for gyms, fitness centers, and personal training studios.
Elevate your pool maintenance service with our meticulously designed Pool Maintenance and Cleaning Form.
Detailed Exit Clean Report Comprehensive and professional Report of Exit Clean checklist items completed. Allowance for up to 5 bedrooms and 3 bathrooms.
This Preventative Maintenance Form is designed for in house record keeping for Backflow Prevention Devices
Complete employee onboarding with this comprehensive form. Capture personal, banking, employment details and a photo. Confirm document acknowledgment, from employment terms to code of conduct.
Site Induction Checklist to assist employers to familiarise employees with the OHS rules and procedures of the site before they commence work.
This smart, ready to use checklist helps your team capture what work was done, how it was done, and instantly produces polished reports your clients will love.
Form to record HVAC heat exchanger inspection results.
Report damage assessment and recommendations Great for working with insurance, real estates and third parties. Editable fields & customization by engagement
This is great for plumbing companies who tackle a lot of bathrooms. You can easily check that all of the elements of either a newly installed or existing bathroom are all present and correct.
Introducing our streamlined "Advanced Cleaning Checklist," now featuring before and after photo options for each cleaning task!
With this form, you can enter all of your expenses for a job, up to 10 items, and the form will automatically calculate the values.
A simple check list form for staff to fill out before they start a job. (This form is in no way a substitute for health and safety advice.)
A quick checklist before leaving site.
For use by field staff when quoting the installation of a split system aircon unit.
Quick pre-start checklist for portable generators used on construction and trade sites. Supports WHS compliance and helps identify leaks, faults, or electrical hazards before operation.
Cleaning Checklist - with tickboxes, comments and after photo
A pre-visit COVID-19 declaration form for clients to sign, to protect your team.
This CD81 Solid Fuel Commissioning & Servicing Report can be used to create CD81 reports on the go. Capture all of your findings whilst on site – use this form to record your findings.
Pre-start inspection checklist for compact and full-size skid steer loaders. Supports safety compliance and helps identify faults, leaks, or damage before operation.
Detailed Exit Clean Report including photos Comprehensive & Professional Report of Exit Clean completed. Allowance for up to 5 bedrooms & 3 bathrooms. Includes photos of each area cleaned
Introducing the Comprehensive HVAC Service Report Form, your go-to solution for meticulous HVAC maintenance and service documentation.
Frequently request work by Sub-Contractors? Communicate Variations, Time & Parts and Customer Acceptance using the Work Completed Form, which is then processed within ServiceM8 by your admin team.
Quick, site-ready Mini Excavator Pre-Start/Inspection Checklist for safe daily plant operation. Supports WHS compliance and helps prevent equipment damage and downtime.
Example of Master Services Agreement used in an IT Consultancy/Managed Service Provider
Simple contract variation (for those who use contracts)
Device Documentation Form used in IT Consultancy/Managed Service Provider
No business wants to have to use this form, but the reality is that it is needed to comply with OH&S requirements. This form covers all the bases and ticks one more box for your business.
Time and Material Rate Agreement
Issue compliant CP12 Gas Safety Certificates from ServiceM8 in minutes. Professional and fully editable for Gas Safe engineers, suitable for landlord checks or homeowner inspections.
This Air Conditioning Installation Report can be used to complete your reports on the go. Create your reports on site and then email or print the finished PDF form to send directly to your customer.
Use after performing a Smoke alarm & RCD compliance inspection to produce a certificate showing what smoke alarms are present and what RCD are present with test results.
This Gas Service & Maintenance Record form can be used within ServiceM8 to create Boiler / Gas Fire / Gas Appliance Service & Maintenance Records on the go.
This is the CP15 - a Non-Domestic Plant Commissioning Servicing Inspection Record made specifically for ServiceM8
Use after performing a Smoke alarm compliance inspection to produce a certificate showing what smoke alarms are present.
Complete the CD/11 Liquid Fuel Servicing & Commissioning Certificate on the move with ServiceM8.
This CD80 Solid Fuel Installation Completion Report can be used to create CD80 reports on the go. Capture all of your findings on site, and record the installation checks and work carried out.
This Air Source Heat Pump Servicing and Commissioning Report form includes details of the unit models plus operational data and the unit checks to be carried out.
Capture all of your findings whilst on site. Use this ServiceM8 form to record the oil installation checks, work carried out and your findings when carrying out an oil appliance landlord check.
This CD14 form can be used within ServiceM8 to create Oil Warning and Advice Notices. The form allows for identified risks plus the category of risk, potential or immediate risk.
Network Documentation Form used in IT consultancy/Managed Service Provider. Documents network configurations
Speed up your TMV servicing with this digital report form. Streamline your workflow and elevate your service quality and ensure compliance with industry standards.
This form allows you record detailed information including details on the property, heat pump, heat exchanger circuit, heat emitter circuit and DHW details.
This Gas Warning Notice form can be used within ServiceM8 to create Danger Do Not Use Warning Notice Records on the go.
This Landlord Gas Safety Record For The Leisure Industry form is designed to be used within ServiceM8, enabling you to complete your CP2 certificates on the go.
Simple and easy to use form for recording vehicle information and starting/ending mileage with a total mileage calculation.
This is the CP16 - a CP16 Gas Testing and Purging Non Domestic Certificate for ServiceM8
This is the Non-Domestic Gas Installation Safety Report form for use with ServiceM8. This form can be used as a CP17 Commercial Gas Form.
This Refrigerant Tracking Report can be used to create your reports on the go. Create your report on site and then email or print the finished PDF form to send directly to your customer.
This form takes you and your staff through all of the steps that form part of the gas boiler system commissioning and warranty validation process when you install a new gas boiler.
This Mobile Catering Vehicle - Trailer Safety Record can be used within ServiceM8 to create CP44 Mobile Catering Vehicle/Trailer Safety Records on the go.
Create your solar thermal commissioning certificate on site and then email or print the finished PDF form to send directly to your customer.
Discover the ultimate convenience with our streamlined Site Visit Report tailored for the pest control industry.
This Refrigerant Service Report can be used to complete your reports on the go. Create your reports on site and then email or print the finished PDF form to send directly to your customer.
Use this ServiceM8 form to record the oil risk assessment checks, work carried out and your findings when carrying out oil storage tank inspections.
Capture all your findings whilst on site - use this ServiceM8 form to record the oil installation and commissioning checks when a new oil appliance has been installed.
Easy Employee Sign Off Form for Toolbox Talks / Safety Bulletin / Alert Notifications
Save incident and hazard reports directly to the job card with this simple form.
Record your toolbox talks with this simple form to ensure you have a record of the key topics discussed and who attended the meeting.
Tool box form to speed up and store H&S.
A simple, site-ready Hazard Report Form for identifying and reporting unsafe conditions or behaviours. Supports WHS compliance and proactive risk management.
COVID-19 Precaution Checklist ensures staff attending properties are adhering to safe procedures re COVID-19. Variations in form for occupied & vacant properties.
This digital Confined Space Entry Permit enables technicians and site supervisors to manage confined space work safely and in compliance with Australian WHS standards.
Our Pre-Treatment Pest Control Advice form is quick, straightforward, and informative.
Record your pre-start meetings with this simple form to make sure everyone is on the same page at the start of the work day.
A personal statement of events to assist with investigation and subsequent corrective and preventative action. Perfect for any industry.
Form for managers or supervisors to report incidents or near misses. Details type of incident, seriousness, and damages. Perfect for any industry.
A simple, site-ready Working at Heights Permit form to help manage the risks of falls. Supports WHS compliance and meets industry and client expectations for high-risk work approvals.
The Advanced Job Safety Analysis contains 190 questions covering hazards, controls, and PPE. But get this - it can be completed in as little as 90 seconds.
Provides comprehensive reports of workplace incidents. Perfect for any industry.
A simple, site-ready Hot Work Permit form to help manage fire and explosion risks. Supports WHS compliance and meets industry and client expectations for high-risk work controls.
While we all hope they never do, incidents resulting in injury or illness do happen. Don't be caught unprepared!
Here is an Inspection Form designed to be EASILY CUSTOMIZED BY YOU! No special Microsoft Word coding required!
Servicing pools? Here is your form!
Do you fix roofs? Replace Siding? Install Gutters? Insurance Jobs? This form is for you! This ONE form allows you to select and ONLY shows what this Job needs! It's multiple forms in ONE!
Detail key aspects of a property to refer to & keep on file.
Inspect a property for general & weather damage. Ideal for Roofers & Exterior Contractors!
Electrical Certificate of Verification COV
Electrical Installation Condition Report ECR
Does your company service Elevators? This form is for you!
Property Inspection Report. Perfect for most trades working with Property Managers, Owners, Insurance and Body Corp Managers. All text fields fully editable and allows individual photos
Electrical Installation Testing Record Sheet. Document inspection and test form to assist electrical workers when inspecting and testing.
Do you Repair or Replace Auto Glass?
Supercharge your brand with a customisable Advanced Photo Report. Support for 40 images in a 2x2 or 3x3 layout.
Certificate Of Installation(COI) Form, compliant with the AS 3660.2-2017 standards
Simple & quick to use PAT report for Electricians. Includes ID, make, model, location, serial number, visual inspection, voltage, earth continuity, polarity & overall test result. Up to 5 appliances.
Use after performing a ducted unit service to record work done and produce a certificate showing what steps have been carried out.
This form takes you through documenting the state of various items and areas within a property from a plumbing and heating perspective. You can add up to 12 photos, plus a status, notes and comments.
Produce a professional job completion report on site that can be emailed directly to letting agents, landlords & customers.
Simple & quick to use PAT report for Electricians. Includes ID, make, model, location, serial number, visual inspection, voltage, earth continuity, polarity & overall test result. Up to 30 appliances.
Electrical safety check form which complies with Victoria's rental laws which came into effect on 29 March 2021
This form takes you and your staff through a number of questions about the carbon monoxide and smoke alarms at a property to document the details of the alarms that are present.
Use when performing a Periodic Visual Inspection & Condition Report for PV Solar Array Installations
Use after performing a Residential Property Electrical Safety inspection.
Document your Fire Alarm Inspection and Testing findings quickly and easily!
The basic green pool report to educate your client after a green pool treatment. No more surprises, let them know what they can expect, and what actions they need to now take.
A simple CCTV installation report. To either keep a copy in your client diary for future reference or in order to provide your clients a copy of the final setup of the CCTV NVR recording device.
Detailed Inspection Report suitable for Insurance Companies, Real Estates Inspection findings (incl photo) of up to 5 areas with Conclusion & Recommendations and up to 10 supporting photos
A ServiceM8 version of the industry standard Fire Hydrant Service Certificate
Tired of reporting faults & issues via email or Text? Reports the issue, solution and price on one simple page, even with an image. Ideal with Property Managers.
This Gas Safety Inspection form for Commercial Catering Appliances can be used within ServiceM8 to create CP42 Gas Safety Inspection Records on the go.
This Commercial Pest Treatment Advice The process of entering data regarding chemical usage and pest information has been drastically simplified.
A versatile & quick assessment report for virtually anything. Can be used for vehicles, pool equipment, property damages, carpets etc Photos, comments & recommendations all in one easy report.
Simple & quick to use EET report for Electricians. Includes ID, make, model, location, serial number, visual inspection, voltage, earth continuity, polarity & overall test result. Up to 30 appliances.
Servicing pools? Want to leave a work order including line items without pricing? Here is your form!
A comprehensive form for documenting the condition of a Solar PV system.
Simple Inspection Report suitable for Insurance Companies, Real Estates Provide findings and recommendations in a professional report. Suitable for most trades.
Roof Report. Perfect for Insurance, Real Estates, Body Corp Managers etc. All Text Fields fully editable back in the office. We can add or remove fields or questions (other fees may apply).
Clear easy to use form with orange design. Record all the details of your pest inspection service, including the pests treated, chemicals used and sign by both the customer and technician.
This version allows you to add up to 10 Before Photos and up to 10 After Photos. Complete a full work report for customers & landlords with before & after photos whilst on site.
This form takes you through all of the steps that form part of the unvented cylinder inspection record, so your team are guaranteed to cover everything required.
Simple order form - one question "What item/s need to be ordered to complete this job?"
Employee pays for something out of their own pocket, no problem, they just fill in this expense claim and it will come straight to your ServiceM8 inbox.
Quickly add expense receipts to your Job, and not lose them!
Create a clean and simple PDF of your before pictures.
Be the first to know what your customers think of your service. Get private, honest feedback that you can use to improve your business today.
Create a clean and simple PDF of your before & after pictures.
Apprentice, student or training staff portfolio report form, allows easy tracking of skills and tasks completed with photo evidence and sign off from supervising staff.
Use after performing an Split system/Air Con/Heat pump clean/service to record work done and produce a certificate showing what steps have been carried out.
Simple form to record customer feedback or complaints.
Simple and easy way to update clients during an ongoing project.
Simple form to record your toolbox meetings with pre-set topics to prompt discussions.
Send professional letters with your company letter head right from the ServiceM8 app. Using this form you will look professional no matter where you are.
Easy to use form that record pool levels and offers calculated recommendations.
Simple Work Completed Certificate Signed by Customer with comments.
Get written authority from your staff members to deduct their Staff Social Contribution from their wages
Simple toolbox meeting minutes template with no set discussion topics.
Experience the ease of our streamlined Termite Management System Chemical Quote Form.
Need a basic overview of your Job? This is the Form for you!
Smart, user-friendly Pool Service Report for ServiceM8. Adapts to your answers and produces a clean, professional one-page report - perfect for Service Technicians and recordkeeping.
Create a clean and simple PDF of your after pictures.
Capture clock on/off, project details, and team info. Includes overtime approvers, 7-day coverage, and admin payroll section. Ideal for small businesses.
Use when photos are required or as an attachment to an existing form providing photos and description.
This is a really simple to use Method Statement template. Method Statements prove that you're doing things safely and in line with regulations. This can be useful when you're pitching for work.
A simple Job Site Safety Analysis Form can be modified to suit your business, please email info@fippet.com.au to request modifications
A comprehensive checklist to assess the risks on-site, equipment conditions and compliance. Perfect for any industry.
Take 5, similar to Take 2, just a different layout - a tick in a column for every question
This simple Take 5 form is an easy way help your staff to identify and manage hazards before starting a task, and can help your business meet its WHS obligations.
Complete Legionella Risk Assessments on the move. Perfect for Plumbing and Heating companies.
Streamline the quoting process, ensuring all necessary details about the ducted system, its components, and customer preferences are captured efficiently.
Empower your business with precision and professionalism using our Trelona Advanced Termite Baiting System Proposal Form.
Record information relevant to alarm system installations in domestic and commercial properties.
This Air Conditioning Commissioning Report is only for use with ServiceM8. Use this ServiceM8 form to create your reports on site and email a copy of the completed report to your customer.
Use this ServiceM8 form to easily document daily, weekly, monthly or periodic checks on your vans or other company vehicles.
This form allows you record daily vehicle checks, and includes checks on breaks, lights, steering, batteries, tyres, exhaust, mirrors, seats and seatbelts, tow bars, bodywork, loads, fuel and fluids.
