Service Call Customer Signoff & Satisfaction

Customer signoff sheet capturing scope of work completed, parts used, labor charges, satisfaction rating, and customer signature — used for billing accuracy and quality assurance on HVAC and field service calls.

Service & Customer Information

• Date of Service
• Work Order / Job Number
  Enter the work order or job number from your dispatch system.
• Technician Name
• Customer Name
• Service Address
• Customer Email Address
  Optional. Providing your email allows us to send you a copy of this service summary. Your email will not be used for marketing without your consent.
• Customer Phone Number

Scope of Work Completed

• Type of Service Performed
  Select all that apply.
• Equipment Serviced
  Include make, model, and serial number where applicable.
• Detailed Description of Work Performed
• Work Completion Status
• Follow-Up Notes or Recommendations

Parts & Materials Used

• Parts and Materials Used
  Add a row for each part or material used. Leave blank if no parts were required.
• Were any parts installed under warranty?
• Warranty Part Details

Labor & Charges Summary

• Technician Arrival Time
• Technician Departure Time
• Total Billable Labor Hours
• Labor Charge ($)
• Total Parts & Materials Charge ($)
• Trip / Dispatch Charge ($)
• Discount or Credit Applied ($)
  Enter any service agreement discount, coupon, or credit applied.
• Total Amount Due ($)
  Sum of labor, parts, and trip charges minus any discounts.
• Payment Collected at Time of Service?
• Payment Method

Customer Satisfaction

• Overall satisfaction with today's service
• Technician professionalism and knowledge
• Timeliness and scheduling experience
• Was your issue fully resolved today?
• Additional Comments or Feedback
• How likely are you to recommend our services to others?
  0 = Not at all likely, 10 = Extremely likely

Customer Authorization & Signature

• Customer Acknowledgement
• Data Use Consent
  In accordance with our Privacy Policy, your contact information and service record will be retained for billing, warranty, and quality assurance purposes only.
• Printed Name of Authorized Signatory
  Must be the property owner, account holder, or an authorized representative.
• Title or Relationship to Account (if not account holder)
• Customer Signature
  Sign above to authorize the work completed and charges listed.
• Date Signed
• Technician Signature
  Technician certifies that all work described was performed safely and in accordance with applicable codes and manufacturer specifications.