Service request intake, on-site diagnosis & written estimate, change order addendum, completion sign-off with lien waiver, warranty & maintenance plan registration, and property access/safety agreement for small contractor crews
Tell us what is going wrong at your home and when you need us. The more detail and photos you can share, the faster (and more accurately) we can quote the job. Submitting this form does NOT schedule a visit — we will confirm the appointment by phone or text after reviewing your request.
Section 1 — Customer & Property
Your name:
Mobile number (for same-day text updates):
Email:
Service address (street, unit, city, ZIP):
Property type:
Single-family home
Townhouse / duplex
Condo / apartment (HOA approval may be required)
Rental property (landlord authorization required)
Small commercial / office / retail
Year built (approximate):
I am the owner of this property
I am the tenant and have written permission from the owner
Section 2 — Trade Needed
Check all that apply — we may dispatch a single tech or a multi-trade crew:
Has anyone already tried to fix this (you, handyman, another company)?
Upload photos or a short video of the problem area (closeups + one wider shot showing surrounding space):
Upload
Section 4 — Equipment Info (if known)
Make / brand:
Model number (usually on a sticker or nameplate):
Approximate age of unit (years):
Photo of the nameplate / data sticker:
Upload
Section 5 — Scheduling & Access
First choice date:
Earliest acceptable start time:
Latest acceptable end time:
Backup date (in case we can’t make the first):
Who will be home during the visit?
I will be there
Another adult — name & phone below
Nobody — we will leave a key / lockbox code
On-site contact name & phone (if different from above):
Access notes — gate codes, buzzer, parking, stairs, elevator restrictions, lockbox location, pets, kids, anything the tech should know:
Pets on site (dogs/cats/other) — please describe temperament below
Young children or elderly in home — we will take extra care with dust & tools
Section 6 — Diagnostic Fee & Consent
A trip / diagnostic fee applies to all service calls and is waived or credited toward the repair if you approve the estimate. We will confirm the exact fee when we call to schedule.
I understand and agree to the diagnostic fee policy
I authorize the technician to enter the property at the scheduled time
I consent to being contacted by phone/text about this request
The Service Request / Trouble Call template is a ready-to-use form from Pocper's Home Services — Plumbing, HVAC & Electrical pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.
What's in this template
Service Request / Trouble Call
Section 1 — Customer & Property
Section 2 — Trade Needed
Section 3 — Describe the Problem
Section 4 — Equipment Info (if known)
Section 5 — Scheduling & Access
Section 6 — Diagnostic Fee & Consent
Frequently asked questions
What is the Service Request / Trouble Call template for?
It's a structured form you send to clients to collect the information, documents, and signatures a home services — plumbing, hvac & electrical workflow needs — without the back-and-forth of email.
Can I edit this template?
Yes. Import it into your Pocper workspace, then add, remove, or reword any field before sharing it. Every template is fully editable.
How do clients fill it out?
You share a single link. Clients open it in any browser, complete the form, and their responses sync back to you in real time.
More templates in Home Services — Plumbing, HVAC & Electrical