Free CSV template

Customer Property Custody & Condition Log

A chain-of-custody style worksheet for customer goods accepted for repair, cleaning, storage, alteration, servicing, or other work.

Free to use · Educational workflow tool · U.S. small-business focus

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Use the file in your normal workflow.

Save a fresh copy for each client, renewal, incident, or review cycle so the original template stays clean.

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Who this is built for

Repair shops, cleaners, studios, service businesses, and other bailees that temporarily possess customer property.

How to use it

  1. Create the record when property is accepted, not after a loss.
  2. Photograph condition, accessories, serial numbers, and customer-stated value where relevant.
  3. Record every material transfer, storage location, subcontractor handoff, and return so custody can be reconstructed.

What the template captures

Intake IDCustomerProperty descriptionMake/modelSerial/identifierCustomer-stated valueCondition at intakePhoto linkAccessories receivedDate/time receivedEmployee receivingStorage/locationSubcontractor transferWork performedDate/time returnedCustomer acknowledgementIncident/loss referenceNotes

What this template cannot prove

A worksheet or email template cannot create insurance coverage, establish legal worker status, modify an insurance policy, or guarantee that a contract requirement has been satisfied. When a field depends on coverage, confirm the policy or endorsement. When it depends on state law, use the responsible state authority.

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