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Professional Services Templates

Use this 5S office checklist to inspect the cleanliness, order, and structure of your plants.
Use this air conditioning commissioning sheet to validate that packaged air conditioning units still conform with design specifications after installation onsite.
Use this inspection form to prevent backflow. Plumbers can more quickly identify the source of the problem.
Use this basic home inspection checklist before the purchase, before the keys are handed over or the ownership of the property is transferred.
Use this building condition survey template to assess the physical condition of a building. Include structural, mechanical, electrical and room-level inspections.
Use this template for a comprehensive building maintenance inspection. Thoroughly inspect the exterior and interior areas and take corrective action.
Use this building maintenance checklist to carry out preventive maintenance to maintain the building's roofing, lighting, air conditioning and plumbing.
Use this building preventive maintenance checklist to check the roofing, lighting, HVAC, and plumbing of the building.
Use a building maintenance safety checklist to inspect the structure’s interior and exterior. Sleep easy knowing that your building is up to code.
Identify with this business continuity plan template the business functions at risk and outline the roles and responsibilities.
Use Lumiform's free Business Impact Analysis Template to record possible adverse effects from an emergency so you can prepare accordingly.
A business requirements document template helps describe the objectives of the business in question and what a brand new or improved product will offer to consumers.

Where is it worth using templates for services?

The range of services is diverse. The same applies to the possibility of using templates in this area of business. Registration forms, customer surveys, repair orders: All tasks in the service sector for which a template is helpful – and this is just a small selection.

Templates offer employees in all service areas numerous advantages in their daily work with forms:

  1. The confident feeling when filling out is increased.
  2. The error rate when filling out is reduced.
  3. Almost nothing is forgotten.
  4. New employees work themselves in faster.
  5. Different tasks are easier to delegate.
  6. All information is properly documented.
  7. It is guaranteed a consistent quality.
  8. Employees save time on their work.

Especially career starters and new employees benefit from templates when they open up new areas of work. But also long-time employees like to use templates for different tasks in order to always fulfill their tasks to the fullest satisfaction.

Accordingly, it is worthwhile for service providers to use templates wherever things need to be checked and/or documented.

Templates increase service quality for services

Every service provider knows it: actually, you only wanted the best for your customer, but in the end, it hails criticism or a complaint. And the worst thing: you don’t know why. Service and quality are the be-all and end-all of services – and the customer is, of course, king.

That’s why service providers are continuously working to improve the quality of their services. Customer feedback is particularly important in this case. Feedback from customers helps to improve services and customer-related processes in the company on this basis.

There are different ways for companies to obtain customer feedback. The personal survey in a direct conversation is popular. For this, it is best to prepare a checklist by listing the most important questions.

An alternative is written surveys by questionnaire. In this type of survey, for example, the number of predefined answer options are specified, which customers can use by ticking them off. Instead of paper, such a survey can be carried out more easily and quickly digitally, especially the evaluation is facilitated.

What to look for when creating templates for customer feedback & other tasks

Whether you are creating a customer experience feedback form, an employee service behavior evaluation form, or a service reading order form. When creating a template, be sure to consider the following points:

1. Keep it short
Make sure that the template can be completed in a matter of minutes. This means for you that it should be clearly structured and easily understandable formulated. For certain topics, templates can also be very long – that’s fine. But here, too, the same rule applies: formulate briefly and precisely.

2. Appropriate questions
In order to get useful feedback from customers and correct information from employees, general, ambivalent or woolly formulations should be avoided. If you want to receive suggestions for improvement from your customers, for example, open questions are suitable.

3. Internal company processes
Think about how employee evaluations, customer feedback and results from service audits can be incorporated into internal processes. This includes who is responsible for implementation and evaluation in the long term and how the data obtained can be used

4. Personalize
Try to address customers and employees directly. If a customer or employee’s name is not known, personalized formulations are suitable for the questionnaire. Do not forget thereby to indicate always a partner for eventually further inquiries.

5. Test run carry out
A new template best passes its usefulness in practice. It probably won’t be perfect the first time you run it. It’s a good chance to revisit the checklist.

Templates are a helpful aid in completing tasks and improving service quality as well as the service itself. Their use relieves and supports employees in many areas of everyday work. They also facilitate communication and the exchange of information within the company.

FAQ: 3 Common questions from service providers about templates

Is it worth using templates for services?

In the service industry, numerous tasks require a lot of information to be asked and collected. Here it is always advantageous to have a template to work in a structured way and not forget anything important.

How do I update my templates for services?

In numerous areas of service reading, changes occur regularly – no matter how small. That’s why a template doesn’t need to be created from scratch. Through digital applications, changes can be implemented immediately, and updates can be accessed.

What are the benefits of templates for quality of service?

When dealing with customers, templates are a must for service providers. No matter what service is requested, templates can ask for important data about the service order and customer requests. Besides, the collected data can later be evaluated for an improvement of the service, and the service quality and the gained knowledge can be used for the company’s internal processes.