Job completion checklist
Checklist template
- Business
- Location
- Date
Job completion
At the end of every job, before leaving site
| Done | Task | Notes | Initials |
|---|---|---|---|
| Test and commission | |||
| Test the work as your trade’s standards require, and record the results | |||
| Run the system or appliance through a full cycle and check for leaks, faults or noise | |||
| Check the work matches the quote or job sheet, and note any changes | |||
| Make safe | |||
| Restore power, water or gas, and check nothing has been left isolated | |||
| Refit covers, panels and access hatches | |||
| Remove barriers, signs and temporary supports once the area is safe | |||
| Clean up | |||
| Clear offcuts, packaging and old parts from the work area | |||
| Vacuum or sweep the area and wipe surfaces you worked on | |||
| Dispose of waste the way your local rules require | |||
| Customer walkthrough | |||
| Show the customer what was done and how to use it | |||
| Explain any warranty, maintenance and what to do if there’s a problem | |||
| Ask the customer to confirm they’re happy, and note anything raised | |||
| Records and handover | |||
| Complete any compliance or test certificate your trade requires | |||
| Take before and after photos for the job file | |||
| Record parts and materials used, and time on site | |||
| Send the job sheet to the office for invoicingNote any follow-up work or a quote the customer asked for. | |||
- Completed by
- Checked by (manager)
- Date
- Notes
