Plumbing and Heating Condition Report

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.

Description

This form takes you and your staff through a number of questions about the state of various items and areas within a property from a plumbing and heating perspective.

It includes the ability to add up to 12 photos to document the condition, as well as lots of opportunities for notes and tick boxes.

This form can be used within ServiceM8 to create Plumbing and Heating Condition Reports on the go.

Use the ServiceM8 app to create your reports on site and then email or print the finished PDF form to send directly to your customer.

You could even sell this as a service to customers.

Bespoke certificates

The certificate design is personalised with your company logo and details and automatically fills in the customer's name and address, enabling you to create branded certificates in less time than if you were to use a printed worksheet.



No internet connection – No problem!

Engineers don't need to have internet access to record all of the details – just complete the form on the app as normal and the final certificate can be generated once the engineer regains signal, or returns to the office.


Benefits

* Save time - All of your company details, logo & the customer details are pre-filled on the form

* Keep all of your job information in one place - the completed form saves to the job diary

* Easily email certificates to your customer

* Never pay for a printed pad or digital app subscription again.

* Easily search for previously completed reports within ServiceM8

* Job number is used as the certificate number so you can keep track of completed certificates



Form includes

* Your company logo & company details

* Customer details

* Managing agent details (if set as billing contact)

* Attending engineer name

* Free text fields for engineer observations and recommendations



Need changes? No problem!

I can personalise this form for your business, or change the way this certificate looks. Just drop me a line to discuss the changes you’d like.


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About Me

I'm Hazel - a ServiceM8 Gold Partner. I also ran a Plumbing & Heating business for 10 years. I'm passionate about using ServiceM8 and I've been building ServiceM8 forms since 2014.

I have provided over 200 other businesses with ServiceM8 forms, training, eBooks, setup and support services.

My Other Forms

- Gas Safety Certificate (CP12)

- Gas Service /Maintenance Record

- Job Completion Report - *BESTSELLER*

- Method Statement

- Plumber's Power Flush Process - 20 steps

- Fire Hydrant Service Certificate

- CD/11 Oil Firing Servicing & Commissioning Certificate

- Customer Satisfaction Survey

- Plus others - the list is growing all of the time.

Can't see the form you want? Send me an email to request it.

Information
Author website
Support
hazel@hazelwhicher.co.uk
0333 355 0005