job report
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Word Template Design Brief
Job Description
Designer – Professional Plumbing Job Report Template
Overview
We are seeking a skilled designer to create a professional, easy-to-use Job Report template for a commercial and maintenance plumbing business.
The report will be used for clients, property managers, facilities managers, strata, and retail centres and must clearly communicate findings, works completed, and recommendations in a polished, compliant, and branded format.
The final document must be suitable for PDF delivery, email, and ongoing reuse.
Objectives
Present plumbing works in a clear, professional, and defensible report format
Improve client understanding of findings and recommendations
Provide a repeatable template that can be used across maintenance, reactive, and investigative works
Allow easy insertion of text, tables, and photos
Report Structure (Minimum Inclusions)
1. Cover Page
Company logo and branding
Report title (e.g. Plumbing Job Report / Investigation Report)
Client name
Site address
Job reference / work order number
Date of attendance
Technician / contractor name
2. Client & Site Details
Client / company name
Site address
Contact person
Contact details
Access notes (after-hours, tenant access, etc.)
3. Reason for Attendance
Clear description of why attendance was required
Call-out type (reactive, scheduled maintenance, investigation, emergency, etc.)
Reported issue or scope requested by client
4. Findings / Observations
Detailed findings discovered on site
Condition of pipework, fixtures, drainage, or systems
Any contributing factors identified
Notes on compliance, wear, damage, or risk
(This section should support bullet points and paragraphs.)
5. Works Carried Out
Step-by-step description of works completed
Equipment used (e.g. jetter, CCTV camera, leak detection, flex shaft, etc.)
Repairs, replacements, testing, and verification
Confirmation that systems were tested and operational on completion
6. Photos & Visual Evidence
Clearly labelled photo sections
Before / during / after photos
Space for photo captions and explanations
Logical layout that aligns photos with written findings
7. Recommendations
Clearly separated from works completed
Urgent vs non-urgent recommendations
Preventative maintenance advice
Upgrade or replacement suggestions
Risk-based language where appropriate
8. Limitations & Exclusions
Areas not inspected
Access limitations
Assumptions made during inspection
Items outside scope of works
9. Conclusion
Summary of outcome
Confirmation of current system status
Next steps (if any)
10. Sign-Off
Contractor / technician name
Company name
Date
Optional client acknowledgement section
Design Requirements
Clean, professional layout
Commercial / trade-appropriate styling (not overly creative)
Easy-to-read fonts
Consistent headings and spacing
Logical flow for busy property managers
Editable format (Word / Google Docs / InDesign source file)
Final export-ready PDF version
Bonus (Nice to Have)
Traffic-light system (Green / Amber / Red) for condition reporting
Iconography for findings, repairs, and recommendations
Optional sections for compliance notes (AS/NCC references)
Space for QR codes or job reference numbers
Deliverables
Editable master report template
PDF version
Instructions or notes for ongoing use