Vendor Work Verification & Sign-Off
Verify vendor work before approving the invoice. Check scope, NTE limit, and site condition with photos, then capture sign-off on your phone. Free to start.
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.
What happens when it's submitted
- Email the verification to the facility managerEmails a branded PDF
- Flag unapproved over-NTE workFlags for review · Notifies the office
- Flag held vendor invoicesFlags for review · Notifies the office
Vendor Work Verification & Sign-Off, on a phone and as a PDF
Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.
What's on the form
All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.
Work order
- Building / clientRequiredcustomer lookup
- Building addressaccount field
- Verified byRequiredemployee lookup
- Work order / PO numberRequiredtext
- Vendor companyRequiredtext
- TradeRequireddropdown
- Scope of work on the WORequiredtextarea
- NTE limit on the work ordernumber
Verification
- Work completed per scopeRequireddropdown
- What is incomplete or off-scopeConditionaltextarea
- Photos of completed workRequiredphoto
- Work area cleaned, debris removedRequiredtoggle
- Affected systems restored to normal (power, water, alarm points off test)Requiredtoggle
- No damage to adjacent finishes or propertyRequiredtoggle
- Damage photosConditionalphoto
- Warranty / closeout docs receivedRequireddropdown
- Closeout documentsfile
Sign-off
- Final cost within NTERequireddropdown
- Invoice recommendationRequireddropdown
- Reason for holdConditionaltextarea
- Verifier signatureRequiredsignature
- Vendor representative signaturesignature
Use this template with your own crew
Start a free trial, open it in the builder, and send it to a technician today. No card required.
Start free trial →30 days free · no card · cancel yourself any time. No seat minimum.
Would rather ask a person first? Email us — a human answers.