Chimney Sweep Certificate Template: Free PDF Download

To provide chimney sweep certificates and guide technicians through the inspection process, we’re offering a free chimney sweep certificate template.

To get your free template, simply fill out the form above (on mobile devices) or to the right (on desktop), and we’ll email it to you right away.

What’s Included in the Chimney Sweep Certificate Template

Our printable PDF form covers all the essentials:

1. Inspection Details

• Company details and contact information

• Inspection report date and address

• Customer details 

2. Type of Inspection

• Level 1 - Visual inspection

• Level 2 - Visual inspection plus accessible areas

• Level 3 - Includes removal of components for access 

3. Structure Details

• Chimney location and type

• Flue material/number of flues

• Appliances connected to flues

4. Exterior Chimney Inspection

• Chimney structure, crown, flashing, cap, etc.

• Spark arrestor present

• Visible leaning or settlement

5. Interior Flue Inspection

• Flue liner (tiles or metal)

• Joints and gaps

• Creosote or soot accumulation

• Smoke chamber condition

• Blockages or obstructions

• Thimble/connector condition

6. Fireplace, Stove, or Appliance Area

• Firebox or stove interior

• Damper operation

• Hearth protection

• Clearances to combustibles

• Connector pipe/vent condition

7. Safety Inspection

• No immediate hazards identified

• Creosote buildup 

• Structural damage (cracks, shifting)

• Flue obstruction or blockage

• Inadequate clearance to combustibles

• Missing components

8. Photo Documentation

• Photos attached/not taken

9. Recommended Actions

• Issues identified, recommendations, and urgency

10. Inspector Summary

• General condition and overall system safety

11. Inspector Acknowledgment

• Inspector's name, signature, and date

How PDFs Chimney Sweep Certificates Fall Short

Filling out this report form can help ensure techs don’t miss key steps when inspecting chimney systems. However, even fillable PDF docs that can be filled out digitally on-site have significant limitations.

Specifically:

No Multimedia Support → Lost Context & Disorganized Documentation PDFs are limited to text, meaning technicians can’t attach key photos or videos directly in the form. Instead, they must store media separately, increasing the chances of losing critical evidence or failing to communicate the full scope of an issue.

Lack of Integration → Time-Consuming & Error-Prone Workflows PDFs don’t sync with your CRM, project management software, or other apps. The tech’s recommendations must be manually transferred to the office—slowing down estimates, follow-ups, and approvals.

Fragmented Communication → Missed Revenue & Frustrated Customers When job details live in scattered PDFs, emails, and text threads, critical updates fall through the cracks. If a technician flags a major safety concern but no one follows up quickly, that issue can worsen—leading to costly repairs, lost trust, and negative online reviews.

Static & Inflexible → No Real-Time Updates or Accountability A PDF inspection checklist can’t confirm whether the tech checked all critical components—like the flue liner, smoke chamber, or clearances to combustibles. If something important is missed, there’s no automatic alert before the job is closed, leaving you exposed to safety risks and liability.

Why Settle for Outdated PDFs? ServiceTitan Eliminates These Pain Points.

Using PDFs for chimney inspection certificates technically works, but it’s inefficient, outdated, and prone to costly mistakes.

In the next section, we’ll show you how ServiceTitan’s chimney sweep service software helps you streamline chimney inspections, communicate findings clearly, and close more high-ticket service opportunities—without anything slipping through the cracks.

How ServiceTitan Streamlines the Chimney Inspection Process

Before the Job

Optimize Call Booking 

ServiceTitan’s user-friendly platform begins to optimize customer service from the moment a call comes in. 

Before a customer service representative picks up the phone, they can see the customer’s name and number in real-time—regardless of whether the customer has previously called. This allows CSRs to make a good first impression by greeting every customer and prospect by name.

ServiceTitan also displays details about the caller’s property, such as the age and size of their home or commercial facility ( office, school, government building, etc.), providing insight into potential sales and customer service opportunities. 

If the caller is an existing customer, CSRs can see their customer page, which displays their complete service history, including: 

• Customer details (such as their name, service location, and billing information)

• History of scheduled appointments and jobs

• Estimates, outstanding work orders, and invoices

• Maintenance agreement status

• And more

Whether the caller is a long-standing or new customer, all of their information is automatically logged and stored in our cloud-based platform—rather than in a disconnected system of spreadsheets, emails, notes, and file folders.

Efficiently Schedule and Dispatch Technicians 

When it’s time to schedule appointments, CSRs and office staff benefit from:

• Being able to access scheduling directly from the call booking page.

• Easily view technician availability that automatically filters for technicians with the correct skill sets for the job. 

• Adjustable capacity planning that allows you to automate the implementation of a capacity planning strategy, such as creating more or less calendar space for certain types of jobs.

Next, our dispatching functionality helps get the right technicians to the right jobs. With ServiceTitan, dispatchers benefit from:

• Intelligent scheduling optimization that assigns technicians to jobs based on geographical proximity and route efficiency.

• The ability to easily navigate last-minute scheduling curveballs, such as car trouble, traffic delays, etc.

• Being able to send and receive SMS messages with technicians right from their dispatch board.

• Automated job confirmations that save CSRs from making confirmation calls, and help you stop wasting time on no-shows.

On the Job

Ensure the Proper Forms and Checklists Are Completed for Every Job

ServiceTitan empowers contractors to create customized forms, including chimney sweep inspection forms, which can be accessed and completed in the field via our technician mobile app. 

Key Features of Custom Forms

• Flexible Customization: Easily build forms from scratch or use pre-built templates sourced from TitanExchange, where you can access tried-and-tested forms used by other chimney sweep businesses. Tailor them to suit your needs and preferences.

• Multi-Format Options: Add a variety of inputs to your forms, including:

  • Text fields

  • Number fields

  • Checkboxes

  • Photo/video uploads

  • Dropdown menus

  • Stoplight buttons

  • Digital signatures for sign-offs

• Job-Specific Integration: Attach forms directly to specific jobs, customers, locations, or chimney equipment.

Ensure Checklists Are Used Every Time

In form settings, business owners can select the option to require techs to fill out certain forms for certain jobs. 

For example, if a tech is performing an inspection, they can be required to complete your chimney inspection checklist before they’re able to mark the job as complete. 

Or, if they’re installing a new chimney liner, they can be required to complete an installation checklist and warranty form before closing out the job. 

This fosters accountability through automation, reducing stress on behalf of owners and managers while ensuring standard operating procedures are followed in the field for every job. 

Create and Present Estimates When Issues Are Discovered

For business owners, one of the benefits of having a consistent chimney inspection process is that it empowers field technicians to discover and capitalize on valuable sales opportunities.  

For example, when a tech finds an issue during an inspection, ServiceTitan gives them the ability to build a custom Good Better Best proposal right from our integrated pricebook. 

Using a tablet, techs can present proposals, including product photos, specs, and pricing, to homeowners on the spot, as well as email them to customers for review and approval. This feature allows contractors to save time on delivering estimates to customers whose needs are often urgent. 

ServiceTitan also provides automated tracking and follow-up on outstanding estimates, enabling users to improve close rates and maximize their bottom line.

Offer Flexible Instant Payment Options 

With ServiceTitan, technicians can offer customers multiple options for accepting payment so you can be paid swiftly.

• Self-Serve Customer Portal: Customers can view job histories and invoices and checkout online, reducing demands on your team.

• Techs can take a picture of a check and auto-deposit it immediately using the mobile app.

• Credit card payments can be processed using a Bluetooth Card Reader with a tap/swipe of the card.

• Google Pay™ and Apple Pay® integration provide another flexible payment option.

• We also offer Financing options, so if a customer applies for and is approved for financing through the estimate, payment is already taken care of.

Get a ServiceTitan Demo to See How We Can Help Optimize & Grow Your Chimney Sweep Business 

While PDF chimney sweep certificates provide a professional-looking document to share with customers, they simply can’t solve many of the business process challenges inherent in the surrounding workflows of executing chimney work. 

Using a best-in-class chimney sweep software like ServiceTitan gives contractors the ability to build customizable forms and checklists that are seamlessly integrated with other vital business processes and represent a superior way to address these and other challenges. 

In addition to simply optimizing the inspection process, our software offers additional features to facilitate other core business functions as well, including:

• Dashboards and extensive reporting features

• Project management

• Job costing

• Inventory and purchase order management

• Accounting integration

• And more