Service Call Close-Out SOP for Technicians
HVAC and home services | SOP

Use this when: Job notes, photos and follow-ups vary from one technician to the next.

Owner: [service manager]

Before leaving the site:
1. Test the repair and record readings in the job notes.
2. Take before and after photos, including model and serial numbers.
3. Explain to the customer what was wrong and what you did, in plain words.
4. Give written options for any further work. Don't pressure anyone.
5. Clean up the work area.
6. Collect payment or confirm billing.
7. Ask whether they have any questions.

Back at the office, the same day:
8. Check that the notes are clear enough for another technician to follow.
9. Book any follow-up visit or parts order.
10. Add service plan reminders.
11. Send the review request, if the customer has agreed to messages.

Before you use this: Record safety issues as your licence and local codes require. Don't leave unsafe equipment running.

Fill in the items in square brackets and adapt this to your business.
Free template from SAZ: https://playbooks.saz.ca/p/hvac-home-services-sop