Field service templates, free to download
8 battle-tested PDFs covering F-Gas compliance, daily ops, fleet and finance. No email required.
F-Gas Leak Check Log
Per-system refrigerant leak inspection record aligned with EU 517/2014 and UK F-Gas Regulations.
- • System ID, refrigerant type & charge (kg)
- • CO₂e calculation and inspection interval
- • Engineer F-Gas cert number & signature
Engineer Job Card
One-page worksheet engineers complete on every visit — work done, parts, time, photos and customer sign-off.
- • Job, site & customer header
- • Work carried out / fault diagnosis
- • Parts used and labour hours
Daily Vehicle Walkaround Check
DVSA-aligned pre-use vehicle inspection covering lights, tyres, brakes, fluids and load security.
- • 29 inspection points across exterior, interior and load
- • Defect detail, severity and reporter
- • Driver and supervisor sign-off
Risk Assessment & Method Statement (RAMS)
Editable RAMS template suitable for HVAC, mechanical and electrical site work.
- • Site, hazards and people at risk
- • Likelihood × severity scoring matrix
- • Method statement step-by-step
HVAC Commissioning Pack
Witness-ready handover document for newly installed split, VRF or chilled-water systems.
- • Electrical readings (volts, amps, MΩ)
- • Refrigerant charge & leak test pressures
- • Airflow and water-flow readings
Annual PPM Schedule
12-month planned-maintenance grid by asset, with visit dates and labour hours.
- • Assets listed down, months across
- • Frequency (M/Q/HY/A) per asset
- • Estimated hours per visit
Quote / Estimate Template
Branded customer quote with itemised labour, materials, and clear acceptance terms.
- • Customer & site header
- • Itemised lines with VAT
- • Scope of works & exclusions
Service Invoice Template
Construction-industry-friendly invoice with retention line and payment terms.
- • Invoice number, dates and PO reference
- • Labour & materials breakdown
- • Retention (5%) line item
Free template pack per industry
Each pack is a single branded PDF with 7 ready-to-print forms tailored to the trade — job sheet, RAMS, industry-specific service report, quote, invoice, toolbox talk and daily vehicle check.
HVAC pack
Refrigeration, A/C, VRF & chillers
- • HVAC Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • F-Gas Leak Check & Service Report
- • Quote / Estimate Template
- + 3 more
Electrical pack
EICR, installation & test
- • Electrical Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • EICR / Minor Works Inspection Report
- • Quote / Estimate Template
- + 3 more
Plumbing pack
Gas Safe, heating & water
- • Plumbing Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Gas Safety / Boiler Service Report (CP12)
- • Quote / Estimate Template
- + 3 more
Facilities Management pack
Multi-site PPM & reactive
- • Facilities Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • PPM Visit & Site Audit Report
- • Quote / Estimate Template
- + 3 more
Construction pack
Site, fit-out & sub-contract
- • Construction Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Site Diary & Daily Progress Record
- • Quote / Estimate Template
- + 3 more
Mechanical pack
Pipework, plant & process
- • Mechanical Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Pressure Test & Commissioning Sheet
- • Quote / Estimate Template
- + 3 more
Fire & Security pack
Alarms, suppression & CCTV
- • Fire & Security Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Fire Alarm / Extinguisher Service Report (BS 5839)
- • Quote / Estimate Template
- + 3 more
Solar pack
PV install & O&M
- • Solar Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • PV Installation & Handover Pack (MCS)
- • Quote / Estimate Template
- + 3 more
Renewables pack
Heat pumps, battery & EV
- • Renewables Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Heat Pump / Battery Commissioning Report
- • Quote / Estimate Template
- + 3 more
Engineering pack
Process, M&E & maintenance
- • Engineering Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Engineering Inspection & LOLER Report
- • Quote / Estimate Template
- + 3 more
Cleaning pack
Commercial & specialist
- • Cleaning Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Cleaning Audit & COSHH Record
- • Quote / Estimate Template
- + 3 more
Landscaping pack
Grounds maintenance
- • Landscaping Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Grounds Maintenance Visit Sheet
- • Quote / Estimate Template
- + 3 more
Property Maintenance pack
Reactive repairs & voids
- • Property Maintenance Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Property Inspection & Void Schedule
- • Quote / Estimate Template
- + 3 more
Telecommunications pack
Fibre, structured cabling & wireless
- • Telecommunications Job Sheet / Worksheet
- • Risk Assessment & Method Statement (RAMS)
- • Cable / Fibre Test & Commissioning Report
- • Quote / Estimate Template
- + 3 more
Want these auto-filled by your engineers?
Inside Work App every template becomes a live form — pre-populated from the job, signed on a phone and emailed as a branded PDF the moment the engineer leaves site.
Book a 15-minute demo