Title Page

  • Engineer Name

  • Tech Number

  • Job Number

  • Conducted on

  • Address Details

Reasons for cancellation

  • Job Type

  • Reason for the cancellation

  • Photos where required- Use the skitch app to annotate and help give a good visual using wide angled pictures

  • Was a second opinion given

  • Details of person giving second opinion-If no second opinion given, please provide reason why?

  • Have all options been discussed with customer and alternatives given

  • If customer has refused proposed options please give reasons why

Closing the call

  • Has this cancellation been discussed with team manager/cover TM

  • Manager/cover TM Name

  • Did customer agree the reason for the cancellation

  • Comments:

  • Please provide cancellation code and reason why

Thank you/ Apologise

  • Thank this customer for their time and apologise for their inconvenience they have had. Assure them that their feedback helps us improve the quality of service we deliver.

Job sign off

  • Customer signature (where available)

  • Engineer signature

  • Send a copy of the completed document to team manager and save a copy to your iPad for future reference

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.