Run Field Work Order Quality Audit — Free

Audit Scope and Work Order Identification

Work order ID, date, technician, and customer/site are recorded critical (required)

Verify the work order can be uniquely identified and tied to the correct job, location, and field technician.

Yes No N/A

Audit sample is complete and matches the intended review period

Confirm the record is part of the correct audit sample and falls within the selected date range or queue.

Yes No N/A

Work order type and service category are correctly classified

Check whether the job type, service category, or trade classification matches the actual work performed.

Yes No N/A

Audit reviewer notes

Capture any scope limitations, exceptions, or context that may affect scoring.

Documentation Completeness

Problem statement or customer request is clearly documented critical (required)

The original issue, complaint, or service request is described in enough detail to understand what was dispatched.

Yes No N/A

Work performed is described with specific actions taken

The record explains what the technician actually did, not just a generic closeout phrase.

Yes No N/A

Parts, materials, and consumables are itemized where applicable

Verify that any installed parts or used materials are listed with sufficient detail to support inventory and billing.

Yes No N/A

Labor time, arrival, departure, or elapsed time is recorded

Check that time entries are present and internally consistent with the service event.

Yes No N/A

Customer authorization, approval, or signature is captured when required critical (required)

Confirm the work order includes evidence of approval for quoted, billable, or additional work when applicable.

Yes No N/A

Missing documentation fields are identified

List any absent fields, attachments, or closeout elements that prevent the work order from being audit-ready.

Photo Evidence and Attachment Quality

Required before/after photos are attached critical (required)

Check whether the job includes the expected photo set for the service type or internal SOP.

Yes No N/A

Photos clearly show the asset, defect, or completed repair

Images should be legible, properly framed, and relevant to the work order outcome.

Yes No N/A

Photo timestamps or attachment metadata support the service event

Confirm the images appear to correspond to the correct job date and location when metadata is available.

Yes No N/A

Attachments are sufficient to support billing or warranty review

Verify the evidence package would allow a reviewer to validate the claim, invoice, or warranty disposition.

Yes No N/A

Attachment deficiencies

Document any missing, blurry, duplicate, or irrelevant photos and note the impact on audit quality.

Charge Accuracy and Billing Support

Labor charges match recorded time and approved scope critical (required)

Verify billed labor aligns with the documented arrival/departure times, task duration, and authorized scope.

Yes No N/A

Material and part charges match the items documented on the work order critical (required)

Confirm billed parts, materials, and quantities are supported by the closeout record and any inventory references.

Yes No N/A

Trip fees, minimums, overtime, or special charges are justified

Check whether any premium or exception charges are explained and authorized according to policy.

Yes No N/A

Discounts, credits, or write-offs are documented with reason

Ensure any non-standard billing adjustments include a clear business reason and approval trail when required.

Yes No N/A

Charge discrepancies identified

Record any overbilling, underbilling, duplicate charges, unsupported line items, or pricing exceptions.

Estimated billing variance

Estimate the dollar impact of any charge discrepancy identified during the audit.

Resolution Detail and Closeout Quality

Resolution or root cause is clearly stated critical (required)

The closeout explains what was found and how the issue was resolved, not just that the job was completed.

Yes No N/A

Follow-up actions, recommendations, or unresolved items are documented

Verify any remaining work, preventive recommendations, or customer follow-up needs are captured.

Yes No N/A

Closeout language is specific and professional

Check for vague phrases such as 'fixed issue' without detail, and note whether the narrative supports future troubleshooting.

Yes No N/A

Resolution detail deficiencies

Describe any gaps in the final narrative, including missing cause, incomplete repair description, or unclear next steps.

Corrective Actions and Audit Sign-Off

Overall audit result

Select the final audit outcome based on the reviewed work order quality and any critical failures.

Note (optional)

Corrective actions assigned

Document any retraining, billing correction, documentation fix, or process improvement required.

Reviewer signature

Capture the audit reviewer’s sign-off if required by internal policy.

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Run: Field Work Order Quality Audit

Audit Scope and Work Order Identification

Documentation Completeness

Photo Evidence and Attachment Quality

Charge Accuracy and Billing Support

Resolution Detail and Closeout Quality

Corrective Actions and Audit Sign-Off

Get your results