Field service templates & checklists

Print-ready inspection checklists, work orders, and service forms, free to use with no email required.

Electrical

Checklist

Commercial Electrical Panel Safety Inspection Checklist

Free electrical panel safety inspection checklist (PDF or Excel) covering NEC 110.26 clearances, arc-flash labels, breakers, torque, thermography, grounding.

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Template

Electrical Service Invoice

Free electrical service invoice template (PDF or Excel) with contractor license number, itemized parts, labor hours, permit fees, tax, and warranty.

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Elevator

Checklist

Cat 1 Elevator Test Checklist (Template)

Field checklist for annual Category 1 elevator testing: pre-test prep, AHJ/witness steps, item list, documentation fields, and a hydraulic relief-valve note.

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Checklist

Elevator Maintenance Checklist (MCP-Aligned)

Elevator maintenance checklist (PDF or Excel) built on the ASME A17.1/CSA B44 Maintenance Control Program: machine room, hoistway, pit, doors, safeties.

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Fire Protection

Log

Fire Extinguisher Monthly Inspection Log (NFPA 10)

NFPA 10 fire extinguisher monthly inspection log (PDF or Excel): location, gauge, pin and seal, weight, and inspector initials for 12 months per unit.

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Checklist

NFPA 25 Fire Sprinkler Visual Inspection Checklist

Free NFPA 25 sprinkler inspection checklist (PDF or Excel): weekly, monthly, quarterly, semiannual, and annual visual items for wet, dry, and deluge systems.

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Form

NFPA 72 Fire Alarm Inspection & Test Report

Free NFPA 72 fire alarm inspection and testing form in PDF or Excel: control unit, batteries, initiating devices, notification appliances, signaling.

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General

Report

Field Service Inspection Report

Free field service inspection report template (PDF or Excel) with asset identity, a 1-to-5 condition scale, component rows, a deficiency log, and sign-off.

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HVAC

Checklist

HVAC Seasonal Preventive Maintenance Tune-Up Checklist

Free HVAC preventive maintenance checklist (PDF or Excel) for split systems, RTUs, and heat pumps: cooling and heating tune-up tasks with field readings.

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Form

HVAC Service Work Order

Free HVAC work order template (PDF or Excel) with equipment ID, system readings, EPA 608 refrigerant tracking, parts, labor, and dual sign-off blocks.

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Plumbing

Template

Plumbing Estimate & Quote

Free itemized plumbing estimate template (PDF or Excel) with scope, materials, labor, fixtures, permits, exclusions, terms, warranty, and signatures.

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Security & Low Voltage

Form

Security & Fire Alarm System Inspection Form

Security and fire alarm system inspection form (PDF or Excel) covering intrusion panels, sensors, access control, CCTV, standby power, central station tests.

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