Field service report

This writes up a field service visit as the figures a field service report carries. Enter the travel time and the hours on site, your labor and travel rates, the parts at your cost and your markup, the outcome of the visit and the follow-up hours if any, and the page returns the labor, the travel, the parts, the report total, the follow-up work estimated and whether an open item remains. It is the record the office needs to invoice the visit and to book the next one, written before the truck leaves.

Travel is a line, at its own rate

A visit that took an hour to reach and an hour on site is two hours of a technician, and only one of them is at the site rate. Charging travel at a lower rate on its own line is clearer to the client and more defensible than folding it into the site hours, and the page prices it that way.

The outcome decides the next record

Complete means the report closes the visit. Follow-up needed means a second visit is owed and its hours are estimated now, while the technician remembers what is needed. Quote to follow means the visit found work that has to be priced first. The page flags the open item so the office sees the visit that is not finished.

Parts at cost plus markup, on the report

The parts used on site go on the report at your cost plus your markup, because the report is what the invoice is written from. A report with no parts on it is an invoice with no parts on it, a week later, when nobody remembers.