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Equipment Condition Report (Before You Start Work)

A before-work record of the equipment a technician is about to service: make, model and serial, what was running or leaking on arrival, visible damage, photos taken, and what the customer told you. Signed by both sides before work starts.

Form / checklist HVAC Plumbing Electrical Handyman

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What’s in this template

Equipment Condition Report

Completed before work begins. It records what the technician found on arrival.

1. Visit

  • Company: Company Name
  • Technician: Technician
  • Customer: Customer
  • Service address: Service Address
  • Date: Date
  • Job or work order no.: Job or Work Order No.

2. Equipment

  • Equipment: Equipment
  • Location: Location
  • Make and model: Make and Model
  • Serial number: Serial Number

3. What the Customer Reported

What the Customer Reported

4. Condition on Arrival

Condition on Arrival

Area or partCondition seenPhoto no.
   
   

6 blank rows on the printed form

5. Checks Before Work

Unit running on arrival (yes, no, partly)
Leaks, water or oil stains seen
Visible damage, rust or corrosion
Parts missing or previously modified
Anything the customer pointed out

6. Photos

Photos taken before work started: Photos Taken

7. Sign-Off

The technician confirms the entries above describe the equipment as found before work started. The customer confirms they were shown the conditions noted and received a copy. This report records condition only. It is not an estimate and does not authorize work.

Technician signature line

Customer (received a copy) signature line

Equipment condition report questions, answered

What is an equipment condition report?

A short form a technician fills in on arrival, before touching the equipment. It names the unit, records what was running, leaking, rusted, cracked or missing, notes the photos taken and writes down what the customer said was wrong. It is the starting point everything after the visit is compared with.

When should the technician fill it in?

Before work starts, with the customer present when possible. A condition noted at the start is a record of what you found. The same observation written after a problem shows up reads like an excuse.

What belongs on the form?

The date, site and unit (make, model, serial number and location), the symptom the customer described, what you saw on arrival, any damage or leaks already present, the photos you took, and the customer's signature next to yours. This form has a line for each.

Does a signed condition report protect me from a claim?

It is evidence of what you saw and showed the customer before starting, which is useful if a dispute comes up later. It is not a release of liability, and what it can do depends on your state and your contract. For anything beyond record keeping, check with a local attorney or your insurer.

Do I need an account to use this form?

No. Download the blank form and print it, or fill in the visit details online and download a PDF. Neither needs an account.

Keep the condition record with the job

In EosLog the completed form and its photos stay attached to the job and the customer, so what the unit looked like on arrival is one tap away when the call comes back.

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