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Repair Workflow Checklist (Separate from Installs)

RepairsWorkflowChecklist

A checklist for repair jobs so diagnostic, approval, and closeout don't get mixed up with install steps. Use it for every repair; keep installs on a separate list so the tech and customer see the right sequence.

For teams mixing install and repair jobs and losing time because the workflow and expectations don't match the job type.

Next: Use it on 10 repair jobs and keep installs on a separate checklist; then see if your FSM can enforce job-type templates.

Copy/paste template

Repair Workflow Checklist (Separate from Installs)

  • - Repair Workflow Checklist
  • -
  • - Pre-repair:
  • - - [ ] Diagnostic completed (issue identified)
  • - - [ ] Customer approval/signature captured
  • - - [ ] Parts/materials confirmed ready
  • - - [ ] Timeline confirmed with customer
  • -
  • - During repair:
  • - - [ ] Key repair steps completed
  • - - [ ] Photos taken (before, during, after)
  • - - [ ] Issues found documented
  • - - [ ] Customer questions answered
  • -
  • - Post-repair:
  • - - [ ] System tested and running
  • - - [ ] Customer walkthrough completed
  • - - [ ] Warranty info provided (if applicable)
  • - - [ ] Customer sign-off captured
  • - - [ ] Cleanup completed

How to customize

Replace placeholders:

  • [Name] → Customer or tech name
  • [time] → Arrival time (e.g., "2:00 PM" or "in 30 minutes")
  • [link] → Job link or tracking URL

Avoid these mistakes:

  • Don't use overly aggressive language (e.g., "URGENT: Payment due now!")
  • Don't use confusing abbreviations or jargon
  • Don't make promises you can't keep (e.g., "We'll be there in 10 minutes" if it's not realistic)

How to use it

  1. Use this checklist for every repair job (not installs)—different job type, different steps.
  2. Complete pre-repair items (diagnostic, approval, parts confirmed) before starting work so you're not halfway in and missing a part or approval.
  3. Document issues found during repair so the next visit or warranty has context.
  4. Complete post-repair items (test, walkthrough, sign-off) before leaving so the customer has proof and you have closure.
  5. Store the checklist with the job record so callbacks and warranty work can see what was done.

Common tweaks

  • Add specific repair steps for your service type (e.g. pressure check, leak test, electrical test).
  • Add a line for diagnostic results so the repair is tied to a clear finding.
  • Add a line for callback policy or warranty so the customer knows what's covered.
  • Add a line for follow-up scheduling (e.g. filter change in 6 months) when it's part of the repair outcome.
Back to Scheduling Mess hub

Related guides

Guides that help with this pain:

Scheduling Chaos? A Simple System for 1-5 TechsDrive Time Reduction: Intake Fields That Matter

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