Field Report
Definition
A field report is the written summary a technician completes after a job documenting what was found, what was done, and what the customer should know.
What Field Report Means for Your Business
What it means
The field report is the tech's professional record of the job. It spells out the diagnosis, the repair, the parts used, any safety concerns, and the recommended next steps for the customer.
Why it matters
Field reports sell future work, protect you legally, and demonstrate value to customers. A good field report justifies a $1,200 repair. A bad one makes the customer wonder what they paid for.
How contractors use it
Techs complete field reports on a mobile device, include photos before and after, and send a copy to the customer with the invoice. The best shops review sample reports weekly and train to quality.
Real-World Example
A commercial HVAC company standardized field reports with photos and recommendations. Upsell rate on next visits jumped from 18% to 34%, adding roughly $280,000 in annual repair and replacement revenue.
Related Terms
Work Order
A work order is the digital or paper document that authorizes and records the work performed on a specific service call.
Job Folder
A job folder is a digital or physical collection of every document related to a single job, including quotes, photos, invoices, signatures, and notes.
Proof of Completion
Proof of completion is the documented evidence, usually photos, notes, and signatures, that confirms a service job was finished and delivered to the customer's satisfaction.
Digital Signature
A digital signature is a legally binding electronic mark a customer applies to a document on a screen, replacing a physical ink signature.
Upsell Rate
Upsell rate is the percentage of service calls on which a technician successfully sells additional work beyond the original reason for the visit.
Put This Into Practice with Free Software
Kaldr Tech handles field report and everything else you need to run your shop. $0/month, 3.5% + 30¢ per transaction.