Templates
Copy/paste templates
Ready-to-use scripts and checklists for field teams.
Use these for job intake, on-my-way texts, invoices, and daily checklists. Copy, tweak for your team, and run. When you need more structure, the quick check points you to the right tools.
Ready check
Start here if…
- You repeat the same messages or checklists every week.
- Customers need clearer updates from your team.
- Invoices or estimates are inconsistent.
Skip for now if…
- You already use a shared template system.
- Your team rarely needs repeatable scripts.
Rule of thumb: If 2+ are true, start with the template that matches the pain.
Field Service Management
Scheduling, sending techs to jobs, job tracking, and customer history in one.
Before/After Photo Checklist for Techs
A short, repeatable list of which photos to take so you have proof of condition and work done. Disputes and callbacks…
Job Closeout Checklist (Prevent Callbacks)
A short closeout list so every job leaves with proof and a clear handoff. Callbacks drop when techs do the same steps…
Service Agreement Notes Template (Simple)
A short, repeatable notes template so what's included and excluded is in writing before you start.
End-of-Day Admin Checklist (15 Minutes)
A 15-minute end-of-day routine so tomorrow's schedule is set, today's jobs are closed, and nothing slips into the next…
Estimate-to-Work-Order Checklist (Handoff Clean)
A checklist so when you turn an approved estimate into a work order, scope and price don't get lost and "that wasn't in…
Job Folder Naming Rules (Photos + Docs)
Simple naming rules so job photos and documents sort correctly and are easy to find when you need proof or history.
Job Notes Template (3 Lines + Photo Checklist)
A short note template that techs can finish in under a minute. Three lines plus a fixed photo list so every job leaves…
Maintenance Visit Checklist (Repeatable)
A checklist for maintenance visits so every stop gets the same steps and nothing is skipped. Quality stays consistent…
Recurring Route Plan (Maintenance Day)
A template for planning recurring maintenance routes so the day has a clear order and buffer. Stops stay on time when…
Capacity Planning Worksheet (Jobs/Day)
A simple worksheet to figure out how many jobs you can actually complete per day.
Change Order Approval Text + Job Note Format
Short and detailed text templates to get customer approval when scope changes mid-job: state the issue, the extra work,…
Material Minimums List (Starter)
A starter list of materials to keep on hand (common parts 2–3 each, emergency parts 1 each, restock rules) so you're…
Membership Renewal Tracking Mini-Template
One place to see every membership: start, expiry, and a renewal date (e.g. 30 days before expiry) so you contact the…
Parts Pickup Handoff Note
One handoff note when someone picks up parts for a job: job, customer, date, tech, parts list with quantity and…
Work Order Scope Fields Checklist (5 Must-Haves)
Five fields that prevent scope disputes: what's included, what's not included, parts/materials, time estimate, and…
Before-You-Roll Intake Checklist (Access + Photos)
A checklist to complete before leaving for a job so you don't show up to wrong addresses, locked gates, or missing…
Install Workflow Checklist (Separate from Repairs)
A checklist for install jobs so site prep, materials, and sign-off don't get mixed up with repair steps. Use it for…
Job Status List (Simple Set) + Definitions
The minimum job statuses that keep teams aligned: scheduled, on-site, in progress, complete, follow-up needed (plus…
Job Time Overrun Note Template (Cause Tagging)
Document why a job ran long and tag the cause (parts, access, scope change, customer delay, weather) so you stop…
Parts Return / Restock Checklist
A checklist so unused parts get back to inventory and low stock gets reordered before you're stuck on a job without the…
Warranty/Callback Tracking Mini-Sheet
A simple sheet so every warranty and callback has one row: customer, original job, issue, status, and next step.…
Customer Approval Capture Checklist (Before Extra Work)
A checklist to get customer approval before doing extra work: stop, photo the issue, explain cost and work, get…
Dispatch Handoff Note (What to Include)
One handoff note when you assign a job to a tech: job, customer, full address, type, time window, scope, parts and…
Job Photo List (Before/During/After)
A simple list of photos to take for every job: before (overall area, close-up of issue), during (key steps, parts, any…
Multi-Crew Handoff Note Template
A template for handoff notes when multiple crews work on the same job: what Crew 1 completed, what's left for Crew 2,…
Repair Workflow Checklist (Separate from Installs)
A checklist for repair jobs so diagnostic, approval, and closeout don't get mixed up with install steps. Use it for…
Zone Map Worksheet (Define Travel Zones)
A worksheet to define 3–5 service zones (boundaries, landmarks, typical drive time, jobs per week) and scheduling rules…
Emergency Job Insert Checklist
A checklist for inserting an emergency job without blowing up the day: confirm it's a true emergency, find a slot or…
Parts Not-Ready Flag Template (What to Note)
A template for flagging jobs where parts aren't ready so you don't schedule the job (or send the tech) until parts are…
Return Trip Checklist (What to Capture First Visit)
A checklist for capturing what's needed on the first visit when a return trip is required: what was done, what parts…
Tech Daily Start Checklist
A simple checklist so techs leave the shop with schedule, parts, and first-job details clear. Stops "forgot the part"…
Weekly Schedule Planning Sheet (Batching)
A worksheet to plan the week by batching jobs in zones so you're not zigzagging across town. One sheet per week: zones,…
Calls and Messaging
Capture missed calls, follow up fast, and keep texts consistent.
Job Intake Phone Script (Copy/Paste)
A short script so you capture address, issue, access, and preferred time in one call without forgetting a question or…
On My Way Text Message Templates
Three short text templates so customers get a clear "on the way," "running late," or "arrived" update. Fewer "where are…
Late Arrival Message Templates (Keep Customers Calm)
Respectful texts that protect trust when you're running late. One message as soon as you know, plus a clear ETA or…
Running Late Text Templates (3 Versions)
Three text templates for when you're running late (short and direct, friendly and helpful, professional and…
No-Show Reminder Pack (24h + 2h + Day-of)
Three reminder templates (24 hours before, 2 hours before, day-of morning) that reduce no-shows by giving a clear time,…
No-Show Policy Template (Simple, Customer-Friendly)
A short policy that sets clear expectations and cuts last-minute no-shows without sounding harsh. Same wording at…
Missed-Call Text Auto-Reply (3 Tones)
Three tone options for auto-replies when you miss a call (short and direct, friendly and helpful, professional and…
After-Hours Auto-Reply SMS Templates
Three SMS templates for after-hours auto-replies (short, friendly, professional) that set a clear callback time and…
Payments and Invoicing
Get paid faster with clear invoices and simple payment flow.
Invoice Follow-Up Text + Email Templates (7 Days)
A short sequence so you send the invoice right after the job, then friendly reminders on day 2, 5, and 7 without…
Estimate Template for Small Home Service Jobs
A simple estimate outline so scope and price are in one place. Customers know what they're approving; you have a record…
Payment Reminder Schedule (When to Send What)
A simple reminder cadence so you get paid without sounding like a collector. Same sequence every time; customers know…
Invoice Follow-Up Templates (Day 1/3/7/14)
A sequence of follow-up messages for overdue invoices.
Past-Due Notice (Firm but Fair)
One past-due notice that states amount, due date, days past due, and payment options (card, ACH, check) so the customer…
Same-Day Invoice Checklist (Field-Ready)
A checklist to send invoices the same day as the job: before leaving (sign-off, photos, notes), invoice creation…
Deposit Request Script (Friendly, Clear)
A friendly script to ask for deposits without sounding pushy.
Pay Link Message (SMS + Email)
Short templates for sending payment links via SMS and email so the customer knows what they're paying for and the…
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