I bet one of the main reasons you moved to ServiceM8 was to get rid of all of the paperwork in your business – am I right?
You got rid of the paper diary and sorted out a way of easily creating your quotes and invoices then sat back and thought great, that’s done.
But have you looked around at all the other paperwork you’re carrying around?
Gas pads sitting on your van dash?
Job sheets for the different firms you sub contract for?
Site survey questionnaires that get lost and crumpled?
An in-tray of holiday requests?
Yes, you can take a photo of the document and add it to servicem8, but can everyone read your writing? How’s your spelling? Do you remember to take the photo after the job? What do you then do with the actual paperwork? Pay someone to file it? Let it pile up?
Sometimes a lack of time and imagination can result in not using ServiceM8 to it’s full potential to help you with these kinds of problems.
That’s why I’ve put together a list of over 100 different forms that you can use in your business to get rid of that paperwork pile, keep your customers happier and run your business efficiently.
The List
Customer Service
- Client onboarding form
- Customer call back request form
- Customer case study form
- Customer satisfaction survey
- Job alteration or addition form
- Job completion report
- SLA – service level agreement form
- Work order
HR
- Apprentice documentation report
- Business card request form
- Certificate of experience or training (staff)
- Employee appreciation certificate
- Employee onboarding form
- Holiday request form
- Job arrival process
- Job departure process
- Job progress report
- Manual handling record
- Meeting minutes
- Receipt details form / expense report
- Reimbursement of expenses request form
- Staff / customer suggestions form
- Staff appraisal form
- Staff injury report
- Staff starter form
- Staff training request form
Vans / Tools / Parts
- Additional driver form for insurance
- Monthly mileage record
- New tool / hardware request form
- Office cleaning checklist
- Parts request
- Purchase order
- Tool calibration certificate
- Tool servicing / inspection record
- Tool rental checklist
- Tool service / cleaning request
- Tools in van report
- Vehicle accident record
- Vehicle maintenance check
- Vehicle check defect report
- Waste carriers note
Health & Safety
- Health and safety audit
- Method statement
- Risk assessment
- Site accident form
- Site survey report
Legal
- Authority to enter
- Booking form (work acceptance)
- Contract variation report
- Email marketing permission record
- Filming consent form
- Photography release form
- Right to cancel notice
Fire
- Fire extinguisher inspection report
Plumbing & Heating
- Gas safety certificate
- Gas service and maintenance record
- Gas warning notice
- Gas Safety Inspection form for commercial catering appliances
- Gas boiler system commissioning checklist and warranty validation record
- Mobile Vehicle / Trailer Safety record
- Plumbing condition report
- Commissioning of water pipework
- Boiler commissioning certificate (benchmark paperwork)
- Service report electric hot water boiler
- Bathroom quality check sheet
- Energy saving report
- Domestic unvented hot water vessel commissioning certificate
- Fire hydrant servicing and inspection report
- Legionella risk assessment
- Smoke alarm and carbon monoxide detector checks
- Powerflush process checklist
- Shower cartridge identification form
- Plumbing system setup form
- CP17 gas installation safety report
- CP16 gas testing and purging
- CP15 non-domestic plant commissioning and servicing
- RPZ testing certificate
- Radiator replacement survey
- Boiler / heating system suitability survey
- Heat loss calculations report
- Energy performance certificate
- Air source heat pump servicing and commissioning report
- Job completion report
Property Management
- Property detail report
Roofing / Construction
- Asbestos checks
- Weather damage inspection report
- Working at heights assessment
- Rope access
- Building inspection survey
- Roof survey and inspection
Security
- Intruder alarm maintenance report
- CCTV commissioning certificate
Pest Control
- COSHH assessment form
- Pest inspection report
Electrical
- 30 appliance PAT report
- 5 appliance PAT report
- Minor electrical works report
- Electrical installation condition report (EICR)
- Electrical site survey
- Energy walkaround checklist
- Electrical Periodic inspection report
- Visual inspection electrical certificate
- Solar thermal commissioning certificate
- Ground source heat pump commissioning certificate
Tree Surgery
- Tree survey
Oil
- CD10 oil firing installation certificate
- CD11 oil firing servicing & commissioning report
- CD12 landlord oil installation check
- CD14 warning and advice notice
- TI/133 domestic oil storage tank assessment
Cleaning
- Cleaning requirements checklist
- Cleaning schedule
Use this list as your jumping off point
We’ve just covered a lot of different ideas.
I gave you 100+ ServiceM8 form ideas that will improve your business productivity.
Now you can start picking off the forms that are going to save you the most time and solve the most problems in your business.
Want more ideas and guidance on how to create forms for your business? I’ll be launching my Inner Circle very soon – it’s a monthly membership option that gives you more useful trainings, ideas and content direct from me.
Find out more about the Inner Circle here.
Seen a form on this list that I haven’t yet made?
Send me an email at hello@hazelwhicher.co.uk to request it ????
