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.
Simple vehicle maintenance checklist.
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.
This is an onsite checklist and report for heat pump installers.
Send your clients a job completion report with before and after photos.
Perfect for tenants and new owners. Manages pool familiarization and handovers. Easy, comprehensive, professional. Ensures consistency, fewer errors, compliance. Property Owners Love This!
Boiler servicing shouldn't be a box-ticking exercise, if the boiler is coming to the end of its life then it's a perfect opportunity to upsell a new boiler. This form will help you make that sale!
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.
Simple Plant Pre-Start Checklist
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.
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.
Form to record HVAC heat exchanger inspection results.
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.
Use this ServiceM8 form to easily document daily, weekly, monthly or periodic checks on your vans or other company vehicles.
Introducing our streamlined "Advanced Cleaning Checklist," now featuring before and after photo options for each cleaning task!
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.
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.
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.
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
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 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 Oil Firing 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.
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
Use this Minor Electrical Installation Works Certificate to capture all of your findings & issue reports whilst on site.
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.
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.
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.
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.
Tool box form to speed up and store H&S.
COVID-19 Precaution Checklist ensures staff attending properties are adhering to safe procedures re COVID-19. Variations in form for occupied & vacant properties.
Our Pre-Treatment Pest Control Advice form is quick, straightforward, and informative.
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.
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.
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
Complete Gas Safety Certificates on the move. This form can be used as a Landlord Gas Safety Check or as a general safety inspection for a homeowner.
Electrical Installation Condition Report ECR
Does your company service Elevators? This form is for you!
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?
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 Gas Service & Maintenance Certificate form can be used within ServiceM8 to create Boiler / Gas Fire / Gas Appliance Service & Maintenance Records on the go.
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.
Make your Roofing Reports stand out. Provide your client with a detailed report on their roof while detailing the roof so that when you get the job there is no looking back for the details.
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? Keep all the information within the job diary. Ideal with Property Managers. Reports the issue, solution and price in one.
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.
Servicing pools? Want to leave a work order including line items without pricing? Here is your form!
Simple Inspection Report suitable for Insurance Companies, Real Estates Provide findings and recommendations in a professional report. Suitable for most trades.
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.
How many times have you or someone else turned up to a job with the wrong part? It's so frustrating for you and your customer and it's a massive waste of profit. This form solves this problem for you!
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.
Do you install underfloor heating? Need a better way of documenting where the manifolds are and which circuits go where? Want to provide your customers with a test certificate? Check this form out!
Easy to use form that record pool levels and offers calculated recommendations.
Simple Work Completed Certificate Signed by Customer with comments.
Provide your clients with a report (with photos) on the progress of their job.
Provide your clients with a weekly report (with photos) on the progress of their job.
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!
Best presented Pool Service report/form available for ServiceM8. Easy to use, asks questions based on your previous responses. Final result is a beautiful design capturing everything on a single page.
Create a clean and simple PDF of your after pictures.
Empower your business with precision and professionalism using our Trelona Advanced Termite Baiting System Proposal Form.
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
Complete Legionella Risk Assessments on the move. Perfect for Plumbing and Heating companies.
