Information

  • Engineer name and Tech

  • Conducted on

  • Prepared by

  • Location

Before Visit

  • What would you both like to achieve from today?

  • Are all customer Eta's set?

  • Have you considered realistic eta timescales?

  • Have you experienced any problems with suggested Eta?

  • If yes, have you dealt with the problem? (Tap box to add text)

  • Have you considered your stock for today's work?

During visit

  • Were you on time for all your eta's?

  • Did you have to change any eta's ? (If yes,tap box to enter reason)

  • Have you interacted with your customers to decide on an agreed installation (dish site,cable routing etc)

  • Have you completed a walk through with customers after completion?

Customer interaction

Products

  • What products have you discussed?

On demand

  • How many customers have you visited today?

  • How many have you connected to on demand ?

  • How many are "on the day activations"?

  • If any have not been connected, what is the reason?

Customer experience

  • Describe the most positive customer interaction you have had today. Why was it a positive ?

  • Describe any negative interactions you have had today. How did you deal with them?

Assessor Feedback

  • What has engineer done to drive great customer experience today?

  • Have you observed any areas for development?

  • What has the engineer gained from your support today?

  • Engineer: what are your key focus areas, following today's visit?

  • Assessor: what areas of focus would you suggest, following today's visit?

  • Engineer signature

  • Assessor signature

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.