Title Page

  • Site conducted

  • SO or CRM Ref if Known or rasied for call (pre or Post)

  • Customer

  • Location
  • CST Staff visiting

  • Conducted on

Contact

  • Any other information? details relevant

  • Contacts
  • Name of person

  • Position

  • Email

  • Telephone

Courtsey Call Details

  • Any imediate information detail on call

  • Do you have any problems (Tick if Answer is YES)

  • Describe issues

  • Does all Equipment Work (Tick if Answer is YES) You won't be asked any more questions if not you will be asked whats ok and whats not

  • Explain issues

  • Pagers OK?

  • Quantity

  • Call Buttons OK

  • Transmitter OK?

  • Receivers OK?

  • Repeaters OK?

  • PC terminal OK?

  • Radios OK?

  • Quantity

  • Radio Accessories

  • List Accesories and condition

  • Firepanel connected?

  • Type (MAKE/MODEL)

  • List an misc equiprment and condition

  • Add any images of equipment

Follow up action

  • is there any follow up action required by CST

  • What needs to happen

  • Logistic/Customer Service Informed?

  • Who?

  • When?

SIgn off

  • courtesy call disclaimer.jpg
  • CST Signature for visit

  • Select date

  • Signature of Customer

  • cst footer.png
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.