SepticClick here to download the septic tank inspection checklist.
Want to see how ServiceTitan’s septic business software can give you the tools you need to streamline operations and grow your business? Schedule a call for a free product tour.
What Does Our Septic Tank Inspection Checklist Include?
Our downloadable septic tank inspection checklist includes the following sections:
Pre-inspection protocol
Verify customer information and the reason for inspection.
Check if any prior septic records are available (e.g., tank size and type, last inspection date, last pump-out date, etc.).
Interview customer for history of septic issues (e.g., clogs, backups, etc.).
Explain the process and safety measures to the customer.
Set up safety barriers, if necessary.
Site evaluation
Check for easy access to the septic tank and drain field.
Observe the ground condition around the septic system.
Note any visible signs of system failure (e.g., standing water, odor).
Measure and record the distance from the house to the septic tank and drain field (i.e., leach field).
Verify local building codes and regulations for compliance.
Initial system assessment
Inspect the condition of the cover (e.g., cracks, corrosion, damage to tank lid or riser).
Check liquid levels/water levels.
Above inlet pipe: Yes / No
Above outlet pipe: Yes / No
Inspect inlet baffle and outlet baffle or tees.
Measure scum and sludge layers.
Scum layer: _______ inches
Sludge layer: _______ inches
Examine tank walls and bottom for cracks or leaks.
Inspect effluent filter (if applicable).
Clean / replace as necessary.
Check for unusual objects or substances (e.g., grease, foreign objects, or solid waste that were flushed down the toilet or garbage disposal).
Drain field inspection
Conduct a visual inspection of the drain field area.
Probe soil for signs of saturation or failure.
Check the condition of inspection ports, if present.
Verify effluent flow in the distribution box (if applicable).
Additional system components
Inspect any pumps, pump tanks, siphons, or other mechanical components.
Evaluate alarms and control panels.
Check float switches and electrical connections.
Examine any aerobic treatment units, if applicable.
Sampling (if required)
Take wastewater samples for laboratory analysis.
Document sample details and time of collection.
Summary and repair recommendations
Page two provides a dedicated section for technicians to record their inspection findings, offer repair or replacement recommendations, and capture both customer and inspector signatures for a complete, professional record.
Our fillable PDF checklist is easy to complete digitally or print for technicians on the go, helping promote consistency and accountability during inspections.
Click here to download the septic tank inspection checklist.
Who Uses Septic Tank Inspection Checklists?
Septic tank inspection checklists are used by contractors, technicians, and inspectors who handle installation, maintenance, and repair of on-site wastewater systems.
These forms help you to standardize your process, clearly document findings, and demonstrate accountability to clients.
Septic tank inspection checklists also serve as a training tool for new team members and a reliable record for ongoing maintenance agreements.
How Are Septic Tank Inspection Checklists Used?
You can use septic tank inspection checklists to guide field evaluations, confirm system performance, and provide recommendations for repairs or replacements.
These forms improve consistency, streamline reporting, and support communication with your office staff.
However, septic tank inspection checklists also create extra paperwork, lack integration with digital tools, and make real-time data sharing difficult.
Streamline Septic Tank Work with ServiceTitan
ServiceTitan’s Septic Business Software is a powerful, all-in-one platform designed to help septic tank contractors manage daily operations, improve customer relationships, and increase efficiency.
Our solution gives you the tools to simplify every aspect of your business, from scheduling and dispatching to reporting and billing. Connect your office staff with field technicians in real time to reduce paperwork, cut down delays, and deliver better services to your clients.
Let’s take a closer look at some of the top ServiceTitan features you can use to grow your septic tank business.
Custom forms streamline septic inspections
ServiceTitan’s Forms feature gives septic contractors the flexibility to standardize inspections while tailoring them to the unique needs of each business.
Forget about clipboards or handwritten notes, because your field workers can now record critical inspection details, including tank levels, sludge depth, filter condition, and any repair or replacement needs, directly on their mobile device. This capability guarantees every inspection follows the same standards and no steps are overlooked.
In addition to the septic tank inspection checklist, you can upload other useful forms to the mobile app, such as septic maintenance checklists or warranty agreements. All data syncs automatically with the office, keeping records organized and reducing the chance of lost information.
ServiceTitan’s automation capabilities make the process simpler and more accurate. Once a technician finishes an inspection, the system can automatically trigger a follow-up form for compliance documentation or repair recommendations.
These digital records form a reliable service history for each client over time. When technicians return for repeat visits, they can quickly review past notes and prepare effectively. This level of organization improves efficiency, accountability, and customer experience.
Check out our webinar recap on how to use ServiceTitan Forms for additional info.
Empower septic technicians with a user-friendly mobile app
ServiceTitan’s Field Service App equips your field team with powerful tools directly on the job site.
Technicians can check their schedules, access customer information, and review past inspection notes before they even leave the truck. This preparation enables workers to bring the correct septic tank tools, replacement parts, and equipment needed to complete the job efficiently.
The ServiceTitan mobile app makes real-time documentation simple. Technicians can take photos and videos of cracked tanks, broken pumps, or leach field issues and upload them instantly to the job record. They can also add notes about the condition of the system or reference earlier notes left by their colleagues. Your office staff gains immediate visibility, while customers benefit from visual evidence that helps explain the work.
Delivering estimates becomes faster and looks more professional with the mobile app’s integration with Pricebook Pro. Your septic technicians can build estimates on-site by accessing supplier catalogs with accurate product prices, descriptions, and images. Each proposal reflects real‑time pricing, so customers always see accurate numbers.
Field workers can also create several estimate options on the spot to help customers compare ‘good-better-best’ solutions side by side and choose an option that matches their needs and budget.
ServiceTitan’s Customer Financing mobile integration lets clients explore financing plans directly during the on-site estimate process. Offering monthly payment options reduces hesitation, makes larger projects more accessible, and increases close rates.
ServiceTitan’s Payments feature enables your team members to accept credit card, debit card, ACH transfer, or mobile wallet payments in the field, using their mobile devices. Payments sync directly to the office system, accelerating cash flow and minimizing delays. Customers appreciate the convenience of handling everything during the appointment, while you save valuable time chasing unpaid invoices.
Explore our in-depth analysis of field service mobile apps to see how ServiceTitan stacks up against its competitors.
Cut down on drive time and fuel costs with smart dispatching
ServiceTitan’s Dispatch Software gives you full control over scheduling, routing, and technician assignments.
Dispatchers use an interactive dispatch board to view technician locations in real time and assign jobs with a simple drag-and-drop action.
The Schedule Assistant makes dispatching more precise by matching the right technician to each task based on availability, skill sets, and location. Customers receive faster, higher-quality service because the most capable person arrives to complete the work.
Your office team can also reassign or reschedule a job in just a few clicks if delays occur due to traffic, vehicle issues, or other unforeseen events. Notifications go out right away via SMS or through the notification center, keeping your field team informed.
ServiceTitan extends the benefits of smart dispatching with its Customer Experience Software. When a field worker is on the way, customers receive an automatic notification that includes the technician’s bio and estimated arrival time. Clients can track the technician’s location through live GPS, so they know exactly when to expect them. This transparency builds customer trust, reduces frustration, and strengthens your relationship.
Track and manage your service agreements effortlessly
ServiceTitan’s Service Agreement Software helps you create, manage, and renew agreements. The system stores all of your agreements in one place, making start dates, service terms, and renewal periods clear and easily accessible.
ServiceTitan lets you upload your own contracts or build new ones directly in the platform. You can then customize the agreements with key details, such as who’s responsible for providing the services, the location, start and renewal dates, and any terms, waivers, or conditions you need to include.
Once you set up an agreement, you can send it to the customer via email for remote approval or let your septic technicians review and sign contracts with clients in the field using the mobile app.
The automated reminders handle tasks like alerting customers about upcoming inspections, notifying staff of expiring agreements, or flagging credit cards that need to be updated.
The Service Agreement Software integrates with the scheduling and dispatching features to make sure your team completes the promised services on time.
See These Features in Action with a ServiceTitan Demo
ServiceTitan can transform your septic business and explore additional capabilities that go beyond inspections and dispatching. Discover our tools for call booking, scheduling, marketing, timesheet management, and more.
Book a demo with ServiceTitan to see how all these features integrate, helping you manage every aspect of your business efficiently and keep your team productive.
ServiceTitan offers a Septic Business Software solution that gives you complete command over your operations, combining field tools, scheduling, and reporting in one intuitive platform. Our tool helps you track inspections, manage service agreements, and connect with your team in real time, making every job more organized, efficient, and professional.
