Citrus Data Service Checklist
Field Tech Tool
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Job Information
Basic details about this service call
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Technician Name *
Date
Client Name *
Project / Job ID
Site Address
Point of Contact
Contact Phone
Service Call Type
Scope of Work Description
Network Infrastructure
Wi-Fi, switches, VLANs, and connectivity
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Control System
Processors, touchpanels, remotes, and programming
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Audio Distribution
Speakers, amplifiers, DSPs, and zones
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Video Distribution
Displays, matrix switching, sources, and cable runs
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Lighting Control
Keypads, dimmers, scenes, and fixtures
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Motorized Shades & Blinds
Motors, limits, integration, and scenes
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Security & Surveillance
Cameras, NVR/DVR, access control, and alarm panels
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Climate / HVAC Integration
Thermostats, zones, and automation
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Rack & Infrastructure
Equipment rack, power, UPS, and cable management
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Final Notes & Sign-Off
Summary, follow-ups, and signatures
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Issues Found (Summary)
Parts Needed for Follow-Up
Recommendations for Client
Estimated Follow-Up Time Needed
Hours Onsite
Technician Signature (Type Name)
Client Signature
Hello, World!
Hello, World!

