Home Services Pro Toolkit

A complete toolkit for established home service companies, including an annual maintenance agreement and an in-depth home systems assessment

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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) 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.

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.