Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Customer interaction

  • Have you performed a demo of a tablet to the customer

  • Has a test call been made or is data active?

  • Are the customers contacts transferred?

Check before completing transaction

  • Did customer purchase the apple protection package?

  • Did customer get mobile the mobile protection package / insurance?

  • Is declined insurance skew in cart? SKU 41620

  • Does customer have paperless billing?

  • Is paperless billing skew in cart? SKU 76985

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.