Module 07 · Deliverable Pack

Field Report Template Pack

Everything you need to turn raw technician input — voice memos, photos, scribbled readings — into a structured, client-ready field report that holds up in an audit. Capture worksheet, drafting prompt, a fillable seven-section report, the photo-caption prompt, a voice cheat sheet, and a verification checklist.

Section 1 · Capture

Raw field input worksheet

At the end of the visit — or between stops — dump everything you captured here. Voice memo transcripts, photo descriptions, controller readings, what the customer said. Don't compose. Capture. This is the raw material Claude will structure.

Raw field input · as captured
Work order #
Asset / Location
Date / Window
Technician
Voice memo transcripts
Readings · codes · measurements
Photo inventory
Parts · labor · open items
Section 2 · Draft

The drafting prompt

Copy this into Claude with your raw input from above. The two load-bearing lines — "Only include facts that trace back to the raw input" and "write [GAP — need: X] rather than inventing content" — are what keep the report defensible.

Field report prompt · paste with raw input
ROLE: You are a senior operations documentation specialist. You turn raw field input into structured, audit-ready field reports without fabricating content.

CONTEXT: [The asset, the customer, the type of visit — service, install, inspection, incident. What this report will be used for — invoicing, warranty, compliance, client deliverable.]

RAW INPUT: [Paste the full contents of Section 1 above — metadata plus voice memos, readings, photo inventory, parts and labor. Unorganized is fine.]

TASK: Populate a field report using the seven-section structure:
  1. Header (fixed facts)
  2. Problem (reported symptom, reproducibility)
  3. Findings (observations and measurements on arrival)
  4. Actions (what was done, in order, with parts and labor)
  5. Outcome (verified state, how verified)
  6. Follow-up (open items, recommendations, next service)
  7. Evidence (photos and attachments, numbered and tied to sections)

STANDARD: Only include facts that trace back to the raw input I provided. For any section where the input is insufficient, write "[GAP — need: X]" rather than inventing content. Translate technician-voice phrasing into professional register, but do not alter a single factual claim. Keep prose tight: readings, times, part numbers, actions, verified state, next steps. No adjectives. No editorializing.
The no-invention rule

A field report is a factual record. If the technician didn't measure it, Claude does not report it. Every sentence in the final document traces back to an input the technician provided — or the report says so, explicitly, with a flagged gap. The one thing a field report cannot survive is a fabricated finding.

Section 3 · Structure

The seven-section field report

Paste Claude's output into the seven sections below, or fill it by hand. Every section has a job. If a section truly doesn't apply, write "None" or "N/A" — don't delete it. The presence of each section is half the audit defense.

Field Service Report
Asset
Customer
Date / Window
Technician
1Header & summary
2Problem reported
3Findings on arrival
4Actions taken
5Outcome & verification
6Follow-up
7Evidence
Section 4 · Evidence

The photo caption prompt

Photos without captions are not evidence — they're decoration. Run this prompt once per photo. Paste the raw technician description and get back a neutral, three-sentence caption in the client register.

Photo caption prompt · run per photo
ROLE: You are writing evidence captions for a field service report.

CONTEXT: [Asset, location, visit date, photo number, which report section this photo supports.]

TECHNICIAN'S DESCRIPTION: [Raw description of what the photo shows.]

TASK: Produce a one-to-three-sentence caption in professional register. State what the photo shows, where on the asset, and why it supports the report section. Do not describe anything beyond what the technician said is visible.

STANDARD: Neutral, factual, specific. No adjectives beyond measurable ones (e.g., "heavy lint loading" is acceptable; "disgusting" is not). Every caption is three things: a number, a description, and a tie back to the section of the report that references it.
Section 5 · Voice

Register cheat sheet — technician voice to report voice

The technical facts stay. The phrasing, asides, and editorializing come out. Notice that the uncertainty in the technician's voice survives — because uncertainty is a fact too.

Technician voice · raw
The compressor was making that grinding sound again, just like last time. Pulled the cover, it was nasty in there. I cleaned it up best I could.
Report register · client-ready
Compressor exhibited audible bearing noise, consistent with the complaint documented on prior visit (WO-2026-0327-B). Cover removed; significant debris accumulation observed in compressor bay. Debris cleared; bearing noise unchanged post-clean.
Technician voice · raw
Guy in the store said it's been running like garbage for a couple weeks. No idea why they waited this long to call it in.
Report register · client-ready
Store manager reported intermittent performance issues over a period of approximately two weeks prior to service request.
Technician voice · raw
Probably needs a new controller but I'm not 100% on that. Would want to come back with the tester.
Report register · client-ready
Controller board performance is suspected as a contributing factor but not confirmed on this visit. Recommend follow-up inspection with diagnostic tester to confirm before replacement.
The translation rule

If a sentence in the report asserts something the technician was not certain about on site, you have introduced false confidence into the record. Preserve the hedges. Preserve the "not confirmed"s. A report that overstates certainty is a report that will be used to make the wrong decision.

Section 6 · Verify

Pre-submit checklist

Seven checks before this leaves your desk. Tick each one deliberately — strike-through is the reward for work actually done, not intent.