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Service Manager

Service Manager Workiz Audit Sheet

This checklist is used by Service Managers to audit completed service calls in Workiz. Every closed job should pass this audit. Missing items must be addressed with the technician.

Keating Kuhn

Keating Kuhn

January 13, 2026

Service Manager Workiz Audit Sheet

JOB STATUS

  • Job marked Done
  • Invoice created
  • Payment status documented
  • Customer signature uploaded

REQUIRED PHOTOS

Thermostat

  • Photo present

Indoor Unit / Attic

  • Unit photo (from 5′ back)
  • Drain / pan visible
  • Filter visible

IAQ / PLENUM (MANDATORY)

  • Supply plenum photo
  • Growth / spotting / rust documented if present

DUCTWORK & INSULATION

  • Ductwork photos
  • Insulation condition documented

Outdoor Unit

  • Unit photo
  • Coil visible
  • Electrical visible

DOCUMENTATION CHECK

  • Diagnosis clearly written – ChatGPT edited
  • Root cause identified
  • Customer concern addressed
  • Notes explain why, not just what

ESTIMATES

  • Estimate created (3-option structure preffered)
  • Status of estimates marked
  • Decline reason noted if applicable

TAGS

  • Correct tags applied
    • Follow-Up Needed
    • Parts Required
    • Warranty
    • IAQ Concern

CLOSEOUT QUALITY

  • After photos uploaded
  • Area noted as cleaned
  • Review request documented