Service checklists and inspection forms for drivers
Checklists that can't be skipped.
Mark a step required and the driver's Complete button stays off until it's answered. No blank toggles, no missing photos, no stop closed on a busy Friday with half the list done.
The driver can't close the stop early.
Every required step gets an answer
Tap Start Service and the time and the phone's position go on the record. Required yes-or-no steps start blank, not no, so an untouched step keeps Complete Service gray until the driver answers it.The proof goes on as it's taken
Photos attach to the step that asked for them, in before-and-after pairs where the form wants both, each one stamped along the bottom with the date, the time, the GPS coordinates, and your company name. The customer signs on the glass. With no signal, it all saves on the phone.Then, and only then, it closes
Complete Service turns on and the stop closes with its photos and signature attached, and the report PDF ends with a Proof of Service block: each photo with its time and location, and the signature. Can't finish? Partial or Unable is an answer too, but only with a reason like a locked gate, a note, and a photo.What the office does with it
Build the list your crews actually run.
Start from a form that's already in your account, clone it, or build your own. Every one works the same way on the phone.
- Answer types
- Yes-or-no toggles, counts, numbers with a unit like gallons pumped, pick-lists, dates, and notes.
- Photos
- One photo, a set, or a before-and-after pair, attached to the section that asked for it.
- Follow-up questions
- A step can show up only when an answer calls for it. Flag a unit as tipped or damaged and the route service form asks for the photo.
- Signatures
- The customer signs on the phone, then the technician where the form wants both. The signatures land on the report.
- One form per service
- Give a service its default report in the Service Catalog, and the right form opens whenever a driver starts that service. Mark a field internal and it stays off the customer's copy.
Did anyone come out Tuesday? The customer can check.
Every completed visit shows up in the customer's portal with who came and when, the photos, every answer, the notes, and the sign-off. Turn on the service completed notice and they get the same proof by email or text the moment the stop closes, with no login. The argument ends with the file.
Questions operators ask
Do I have to build the checklists myself?
No. Every account starts with 28 service report forms: route service, delivery and placement, pickup, event deep clean, restroom trailer, handwash station, roll-off, septic pumping and inspection, holding tank pump-out, a grease trap FOG compliance report, and shorter septic reports. Use them as they are, or clone one and change the steps.
What if the driver has no signal, or forgets a photo?
The checklist still works with no signal. Answers, photos, and the signature save on the phone, and the stop syncs when the signal comes back. If a photo was missed, the office can add photos to the service record from Service Hub, and they show up in the portal, in the invoice's service details, and on the report PDF, the same as the driver's.
Can the customer see my internal notes?
Not the fields you mark internal. Mark a field internal-only on the template and it stays off the customer's portal and the PDF they receive. The proof is the exception, on purpose: the stamp printed on each photo, and the time and location caption under it in the Proof of Service block, go to the customer. That is what settles the argument.
Which plan is it in?
Service Hub comes with every plan. Service reports, the checklists and report PDFs on this page, are part of Core and every plan above it. Every plan includes unlimited users, so every driver fills them in at no extra cost.
Works with