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Trades · free template

Job Completion Sign-Off

Close the job on the doorstep: work summary, photos, customer rating and signature.

A ready-to-use home services & trades form for builders, electricians, plumbers and contractors: 10 questions, 1 page, 3 conditional rules.

Questions
10
Pages
1
Layouts
card · classic
Conditional rules
3
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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Job completion sign-off

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Any file type up to 10.0 MB (larger files are rejected) · uploads are saved on the live form

Draw your signature with a mouse or finger.

This form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.

2 questions are hidden by conditional logic right now — change an answer above to reveal them.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Financial disclaimer present — passingThis form does not provide financial, tax or legal advice. Any figures shown are indicative only and are not an offer of credit or a guarantee of terms. Please seek advice from a regulated adviser before making a decision.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Job Completion Sign-Off is built for builders, electricians, plumbers and contractors who need to scope a job and price it without a site visit for every enquiry.

  • Builders, electricians, plumbers and contractors working in home services & trades.
  • Teams who need to scope a job and price it without a site visit for every enquiry without writing code or paying for a custom build.
  • Anyone replacing quoting blind and travelling out for work that never lands with one structured record per enquiry.
  • Respondents are homeowners and site managers — the form asks them 10 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of quoting blind and travelling out for work that never lands and turns each submission into a record your team can act on immediately.

  • 5 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It accepts a document or photo upload as evidence.
  • It records a signature you can keep as proof of agreement.
  • It pins the request to a specific date.
  • It scores satisfaction on a consistent scale.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Job Completion Sign-Off lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Check the upload limits on the file question so respondents can attach what you actually need.
  5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “Customer satisfaction” is less than 3, the form dynamically exposes “What is unresolved?”. Otherwise that question never appears.
  • Features conditional validation: if “Customer satisfaction” is less than 3, “What is unresolved?” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Follow-up visit needed?” is Yes, the form dynamically exposes “Preferred follow-up date”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

The gap between finishing a job and getting paid is usually paperwork, and this form removes it while the engineer is still on site. The summary of work done is the line that appears on the invoice, so writing it at the doorstep — rather than from memory on Friday — is what makes invoicing same-day. After photos are the evidence that settles a later complaint about workmanship, and the parts list is what keeps stock and recharges accurate. A satisfaction rating taken in person is worth more than a survey sent next week, and a score of two or below requires the engineer to record what is unresolved, so a returning visit is booked while the customer is still standing there. The customer signature closes the loop against the original authorisation, giving a clean three-document trail: work ordered, work authorised, work accepted. Attach the completed form to the invoice and disputes largely disappear.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Close the job

  • Job referencerequired
  • Technicianrequired
  • Summary of work completedrequired
  • After photos
  • Parts used
  • Customer satisfactionrequired
  • What is unresolved?
  • Follow-up visit needed?
  • Preferred follow-up date
  • Customer signaturerequired

10 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Customer satisfaction”

  • Reveals questions

    If “Customer satisfaction” is less than 3, the form reveals “What is unresolved?”.

  • Makes answers required

    If “Customer satisfaction” is less than 3, “What is unresolved?” becomes required before the form can be submitted.

Driven by “Follow-up visit needed?”

  • Reveals questions

    If “Follow-up visit needed?” is Yes, the form reveals “Preferred follow-up date”.

Set it up step by step

  1. 1

    Complete it before leaving site

    A signature collected later is chased for a week; one collected at the door takes thirty seconds.

  2. 2

    Photograph the finished work every time

    Even on trivial jobs, after photos are what close a complaint six weeks later.

  3. 3

    Attach it to the invoice

    An invoice arriving with a signed completion and photos is paid materially faster than one that does not.

  4. 4

    Book follow-ups on the spot

    If a return visit is needed, take the date now rather than adding it to a callback list.

Mistakes to avoid

  • Writing "job complete" as the summary, which tells the invoice reader nothing and invites a query.
  • Skipping the parts list, so recharges and stock counts drift apart within a month.
  • Recording a low satisfaction score with no explanation, leaving the office unable to act on it.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Attach the signed sign-off and photos to the invoice, raise any follow-up visit, and escalate low satisfaction scores to the service manager the same day.

Works in both layouts

Browse card templatesBrowse classic templates

Forms that overlap this one

These pages cover the same subject ground as the job completion sign-off, matched on the words people actually search for.

Frequently asked questions

Does the customer need an account to sign?

No. The engineer opens the form on their own device and hands it over for the signature.

What if the customer is not present?

Record that in the summary and note who accepted the work, or leave the signature for a follow-up link — but never sign on their behalf.

Can it work offline?

Complete it while on site and submit when signal returns; keep photos small so the upload succeeds on a weak connection.

How does it link to the other job forms?

It shares the job reference with the Work Order Form and Work Order Authorization, so the three documents read as one trail.

Is the Job Completion Sign-Off template free to use?

Yes. You can preview and test Job Completion Sign-Off on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Job Completion Sign-Off template ask for?

It asks 10 questions across 1 page, 5 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Job Completion Sign-Off form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this home services & trades form work?

3 conditional rules ship with the template: Features advanced show logic: if “Customer satisfaction” is less than 3, the form dynamically exposes “What is unresolved?”. Otherwise that question never appears. Features conditional validation: if “Customer satisfaction” is less than 3, “What is unresolved?” becomes mandatory before the form can be sent. Features advanced show logic: if “Follow-up visit needed?” is Yes, the form dynamically exposes “Preferred follow-up date”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Job Completion Sign-Off form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Job Completion Sign-Off form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

Can respondents upload files?

Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.

Is the signature on this form legally usable?

The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.

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