Home Services Pro Toolkit
A complete toolkit for established home service companies, including an annual maintenance agreement and an in-depth home systems assessment
Get started with PocperService Request / Trouble Call
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:
Plumbing (leak, clog, water heater, fixture)
Electrical (outlet, breaker, lighting, panel)
HVAC — heating (furnace, boiler, heat pump)
HVAC — cooling (central AC, mini-split, window unit)
Appliance install / hookup (dishwasher, washer-dryer, range)
Renovation / remodel (bathroom, kitchen, flooring)
Drywall / paint / general handyman
Not sure — please diagnose
Section 3 — Describe the Problem
In your own words, what is happening? (sounds, smells, leaks, no power, no heat, etc.)
When did it start?
Severity:
EMERGENCY — active leak, no heat in winter, no AC in extreme heat, sparking, burning smell, gas odor
Urgent — partially working, inconvenient, getting worse
Routine — can wait 1–2 weeks
Planned / renovation — scheduling for future date
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):
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:
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
Templates in this pack
The Home Services Pro Toolkit pack includes 8 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.
Service Request / Trouble Call
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)…
On-Site Diagnosis & Written Estimate
This estimate covers the work scope, parts, labor, and timeline based on our on-site inspection. Work does NOT begin until you sign the…
Change Order / Work Authorization Addendum
Work has already started under an approved estimate and something has changed — a hidden condition was uncovered, the customer added scope…
Completion & Acceptance Sign-off
Walk the job with the tech, check that everything works, note any touch-ups on the punch list, and sign below to release final payment…
Workmanship Warranty & Maintenance Plan Registration
This form records our labor warranty, the manufacturer’s parts warranty on equipment we installed, what is covered, what is excluded, and…
Property Access & On-Site Safety Agreement
Our crew will be in your home with tools, ladders, and sometimes open walls or live wires. This form collects access info (keys, codes…
Annual Home Maintenance Agreement
This agreement sets out the terms of an ongoing home maintenance plan between the service company ("Provider") and the homeowner…
Home Systems Assessment Questionnaire
Before we prepare your maintenance plan, we need a clear picture of your home and how its systems have been behaving. You know your…
Frequently asked questions
- What's included in the Home Services Pro Toolkit templates?
- The Home Services Pro Toolkit pack contains 8 templates: Service Request / Trouble Call, On-Site Diagnosis & Written Estimate, Change Order / Work Authorization Addendum, Completion & Acceptance Sign-off, Workmanship Warranty & Maintenance Plan Registration, Property Access & On-Site Safety Agreement, Annual Home Maintenance Agreement, Home Systems Assessment Questionnaire. Each is ready to use and fully editable.
- Can I customize these templates?
- Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
- How do I use the Home Services Pro Toolkit templates?
- Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.