A short service report after each visit makes the customer feel looked after and makes renewal easier. Use these fields.
RO service report format: Header
Company name and phone; report number; date; technician.
Customer and unit
- Customer name, address and phone
- Purifier make, model, serial number and install date
- AMC number, if any
Water readings
- Input TDS and output TDS
- Flow and tank condition
Work done
- Filters changed (sediment, carbon, membrane) with dates
- Parts replaced and quantities
- Sanitisation done: yes / no
Observations and next service
Issues noticed, advice to the customer and the next service due date.
Sign-off
Technician and customer name and signature.
Keep it with the purifier
When each visit is a job against the customer's purifier, the history builds itself. See RO AMC software and filter change reminders.
Treat this RO service report format guide as a starting point and adapt it to your own business. If you would like help applying the RO service report format to your own services and customers, book a demo and we will walk through it with you.
