Field tech visit checklist

A short, consistent visit checklist prevents the expensive kind of miss: the part you meant to photograph, the customer question you forgot, or the “we’ll come back” that never got a ticket.

Use this as a starting point. Adapt for elevators, industrial equipment, or your trade.

Before you roll

• Work order / ticket number and site address confirmed
• Customer contact and access instructions
• Known hazard notes (lockout, confined space, roof, etc.)
• History: last visits, open issues, monitoring alerts if any
• Parts, tools, and test equipment for the likely job
• Time window and who to call if delayed

On arrival

• Check in with site contact when required
• Confirm symptoms vs. what was dispatched
• Safe work setup (PPE, lockout/tagout as applicable)
• Photo or note of as-found condition when it matters

During the work

• Diagnose before swapping parts “just in case”
• Record readings, fault codes, and serial/unit IDs
• Note parts used and parts still needed
• If remote monitoring exists, verify what the system shows vs. on-site reality

Before you leave

• As-left condition documented
• Customer informed of status, risks, and next steps
• Signature / acknowledgment if your process requires it
• Trash and tools cleared; site left safe
• Ticket/work order updated the same day (not “Monday”)

After the visit

• Close or schedule follow-up with a real date
• Order parts or request quote if needed
• Capture anything that should change a PM routine

Paper and PDF helpers

If you do not run a full field app yet, start with a consistent work order and service ticket. Consistency beats fancy software you will not use.