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Incident & claim report

A working template with sample values filled in. Replace the bracketed fields with your own, or wire it to your booking system.

Worked example — fictional client, illustrative figures. Open the blank template
ERRANDABLESCONCIERGE & LIFESTYLE MANAGEMENT
INCIDENT & CLAIM REPORT
No. IN-2026-0017
Raised 14 Sep 2026, 17:05
Status Open — under review

Reference

Client

M. Alvarez · SIG-0342
Reported by client, by text, 17:05
Within the 48-hour window: Yes

Task

Work order WO-2026-04187
Completed 15:12–16:38
Runner D. Okafor · R-114
Service PE-02 / PE-03

What the client reported

“One of the three shirts came back from the cleaner with a small tear at the left cuff. I do not think it was there when I dropped it off. The other two are fine.”

What we found

Collection photographs for WO-2026-04187 show the three garments in the cleaner's bagging, sealed, at 16:02. The bagging is opaque at the cuff and the tear is not visible either way in our images. Our runner did not open the bagging at any point; delivery photographs at 16:36 show the same seal intact. Ticket 88214 was issued by Sterling Cleaners on 11 Sep, four days before our collection.

Assessment. The garment was in the cleaner's sealed bagging throughout our custody and our evidence neither proves nor disproves the cause. On the balance of the record the damage most likely predates our collection, but we cannot demonstrate that to the client's satisfaction and we are not going to argue the point over a shirt.

Resolution offered

Service fee for WO-2026-04187 — credited in full as a gesture−$80.20
Repair at a tailor of the client's choosing, invoiced to us, capped$120.00
Claim raised with Sterling Cleaners on the client's behalfIn progress
Liability cap under the service agreement, clause 6$500.00
General liability policy engaged?No — below threshold

Timeline

Client reported14 Sep, 17:05
Acknowledged — commitment is 3 business days14 Sep, 17:48
Evidence reviewed with runner15 Sep
Resolution offered to client15 Sep
Resolve-or-decline deadline — 30 days14 Oct 2026

Corrective action

Process change, effective immediately. On any garment collection the runner now photographs each item individually at the counter before it is bagged, or records the counter staff confirming the bagging is sealed and unopened. Added to the PE-03 briefing and the runner handbook. Owner: dispatch. Reviewed at the next quarterly service review.

Raised by · date
Reviewed by · date
Client acceptance · date
Closed by · date

Errandables · 14325 Willard Rd, Suite 100A, Chantilly, VA 20151 · (571) 662-2911 · info@errandables.com

All documents

During the work

Dispatch & execution

Work order

  • Issued when the quote is approved
  • Names the runner and spend ceiling
  • Access instructions and window
  • Signed by client and dispatch

Event run sheet

  • Minute-by-minute timeline
  • Crew assignment per line
  • Vendor contacts and arrival times
  • Scope note the crew can point to

Key custody record

  • Items tagged and sealed
  • Release log per runner, per task
  • Codes stored apart from keys
  • Closed against signature

After the work

Proof, reports & billing

Proof of delivery & custody

  • Chain-of-custody for courier work
  • Seal numbers, photos, GPS trace
  • Signature at release and receipt
  • The document that wins law firms

Equipment delivery report

  • Per-employee hardware movement
  • Serials photographed and logged
  • Condition recorded on handover
  • Reconciles to your asset register

Property visit report

  • Exterior and interior checklist
  • Dated, geotagged photographs
  • Findings that need a decision
  • Recommended action, never performed

Service receipt

  • Every line traceable to the quote
  • Purchases separated from service
  • Hours and reserve balance after
  • Tip field with no default

Monthly statement

  • Net-30 corporate billing
  • Volume tier applied retrospectively
  • Activity broken out by matter
  • Service level reported

Incident & claim report

  • 48-hour reporting window
  • Evidence reviewed honestly
  • Resolution against the cap
  • Corrective action recorded

Internal

Runner contractor agreement

Not client-facing, but the document the whole model rests on. It sets the pay bands, the vetting standard, and the list of things a runner must refuse on the doorstep.

Numbering

Quote
QT-YYYY-NNNNN
Work order
WO-YYYY-NNNNN
Receipt
RC-YYYY-NNNNN
Proof of delivery
POD-YYYY-NNNNN
Equipment
ED-YYYY-NNNN
Visit report
PV-YYYY-NNNN
Key custody
KC-YYYY-NNNN
Statement
ST-YYYY-MM-NNNN
Incident
IN-YYYY-NNNN

The quote's sequence number carries into the work order and the receipt, so all three reconcile without a lookup.