Use this service job card format as a paper card or an Excel sheet. Download the CSV, open it in Excel and add rows for each job.
Service job card format: Columns to use
- Job no
- Date
- Technician
- Customer
- Address / phone
- Service type
- Equipment
- Complaint reported
- Work done
- Parts used
- Time in
- Time out
- Amount (excl. GST)
- GST
- Payment mode
- Customer sign-off
- Next visit due
Use it, then stop retyping it
Cards pile up in a bag. When each job is a record in ServicePilot, the history, the invoice and the next visit follow from it. See field service software for small business.