In field service, how a task starts often determines how smoothly it ends. A clear, detailed, and well-structured service request form ensures that technicians know exactly what needs to be done — before they even leave the office.
Generic forms create confusion. Customized forms create clarity.
1. What Is a Service Request Form?
It’s the form a client, dispatcher, or team member fills out to request service. A good one should include:
Task category (repair, inspection, cleaning, etc.)
Description of the issue or request
Location and contact details
Urgency or priority
Attachments (photos, documents, etc.)
The goal: make sure everyone starts on the same page.
2. Why One-Size-Fits-All Doesn’t Work
Imagine a technician gets a task saying only:
“Check machine.”
With no model number, no history, no description, and no urgency level — that’s a recipe for wasted time or miscommunication.
Each service type needs different inputs. For example:
HVAC: filter type, unit ID, last service date
Cleaning: surface type, square meters, chemical preferences
IT support: device type, error codes, screenshots
3. Customize Forms Based on Task Type
With a system like Serfy, you can create dynamic forms:
Different fields for each task category
Conditional logic (e.g., “If task = HVAC → ask for unit ID”)
Required fields to avoid incomplete submissions
Photo upload, dropdowns, checkboxes, and more
This makes form-filling fast, accurate, and frustration-free.
4. Pre-fill Where Possible to Save Time
If you know the client, site, or asset — pre-fill the form with:
Known location info
Assigned technician
Last service notes
Default SLA
Less typing = faster requests and fewer mistakes.
5. Better Input = Better Output
Good forms mean:
Fewer clarification calls
Less back-and-forth
Technicians arrive prepared
Clients feel understood
Faster issue resolution
It’s the easiest way to increase first-time fix rates — and client satisfaction.