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Lumiform Template Library

Professional Services

5S Office Checklist

5S Office Checklist

Use this checklist to inspect the cleanliness, order, and structure of your plants.

Building Condition Survey Report

Building Condition Survey Report

Use this template to assess the physical condition of a building. Include structural, mechanical, electrical and room-level inspections.

Building Maintenance Inspection

Building Maintenance Inspection

Use this checklist to check the condition of a family home or flat. Order repairs if necessary.

Business Continuity Plan (BCP)

Business Continuity Plan (BCP)

Prepare contingency procedures for risks using this Business Continuity Plan template

Business Impact Analysis Template

Business Impact Analysis Template

Evaluate impact and quantify losses to your business functions.

Change of Scope

Change of Scope

This template is used for communicating customer or field changes (previously called RFI).

Comprehensive Building Maintenance

Comprehensive Building Maintenance

Use this checklist to carry out preventive maintenance to maintain the building's roofing, lighting, air conditioning and plumbing.

Condition Inspection Report

Condition Inspection Report

Inspecting residential rental property

Condition Survey Template (Commercial)

Condition Survey Template (Commercial)

Use this condition survey template to assess a property's physical condition, identify structural flaws, and provide recommendations.

Condition Survey Template (Residential)

Condition Survey Template (Residential)

Use this template to assess the condition of different areas of the living space and evaluate its functionality.

Confirmation of Corrective Actions

Confirmation of Corrective Actions

This checklist for confirmation of Corrective Action helps to document the process of implemented steps to improve a product or service.

Covid-19 | Checklist for Faith-Based Institutions

Covid-19 | Checklist for Faith-Based Institutions

Use this checklist to prepare members of your community or religious organization for a Covid 19 outbreak.

Covid-19 | Facilities Reopening Readiness Checklist

Covid-19 | Facilities Reopening Readiness Checklist

Use this template to perform a risk assessment, keeping in mind the risks of COVID-19.

Covid-19 | Health Status before Departure Crew Member

Covid-19 | Health Status before Departure Crew Member

Use this template to obtain information about the health status of the crew members before departure.

Covid-19 | Hygiene Concept for Libraries

Covid-19 | Hygiene Concept for Libraries

Use this checklist to reopen a library in compliance with government regulations during the Corona pandemic.

Covid-19 | Hygiene Concept for the Museum

Covid-19 | Hygiene Concept for the Museum

Use this checklist template to implement the new hygiene and protection measures in museum operations during the Covid 19 pandemic.

Covid-19 | Reopening Cinema Hygiene Plan

Covid-19 | Reopening Cinema Hygiene Plan

Use the template for implementing hygiene and safety measures to reopen your cinema.

Covid-19 | Reopening of Office Buildings/Offices

Covid-19 | Reopening of Office Buildings/Offices

This checklist for the reopening of offices/office buildings ensures that everything is considered to adapt the office guidelines to the latest COVID 19 guidelines.

Covid-19 | Social Distancing Plan for Workplaces

Covid-19 | Social Distancing Plan for Workplaces

Use this template to plan and implement social distancing in the workplace.

Customer Satisfaction Product Survey Template

Customer Satisfaction Product Survey Template

Conduct product reviews using this template to determine how customers view the product experience.

First Aid Kit - Replacement List

First Aid Kit - Replacement List

Use this template to check first aid kits for completeness and get a replacement if necessary.

First Aid Kit Checklist

First Aid Kit Checklist

Use this template in order to test your B+ first aid kit.

General Gemba Walk Checklist

General Gemba Walk Checklist

Use this checklist to document interviews, challenges and opportunities.

Home Inspection Form

Home Inspection Form

This form will allow inspectors to take as many photos as needed for each section of the home and include comments.

HR New Employee

HR New Employee

Use Lumiform's free HR New Employee Checklist to make onboarding and hiring super easy. Quickly capture the employee's background and have easy access.

Investigation Report Template

Investigation Report Template

Use this investigative report to record facts, analyze evidence and formulate a conclusion. The investigation should be impartial and objective.

Job Sheet for Service Orders

Job Sheet for Service Orders

Use this worksheet to record all important information for service orders on site to better execute future orders.

Legionella Risk Assessment

Legionella Risk Assessment

Use this legionella risk assessment form to evaluate the condition on site.

Monthly Office Building Inspection

Monthly Office Building Inspection

This short template is used once a month for tours of office buildings in order to identify defects in and around the building at an early stage.

Patient Sign in Sheet

Patient Sign in Sheet

Use this Patient Sign in Sheet Template to trace patient attendance.

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.