Information

  • Engineer name and number.

  • Conducted on

  • Location to be completed on last job.
  • Stock pick up complete?

  • Job number and Time spent at 1st job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 2nd job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 3rd job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 4th job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 5th job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 6th job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 7th job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 8th job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 9th job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Job number and Time spent at 10th job?

  • On demand connection complete?

  • If not complete why?

  • iPad used with customer?

  • List of new/A-grade equipment used on this call?

  • Did you mention the customer survey on this job?<br>

  • Did you WOW this customer? How?

  • Photo set up of job from all angles, note do not place yourself at risk or put yourself in harms way to achieve this. Ensure you are safely able to take the photograph of your set up.

  • Additional job comments.

Sign off

  • Stock management : do you have adequate stock levels to meet demand on your jobs for tommorow?

  • Have you ordered replacement stock today?

  • What stock was ordered!

  • Please confirm your estimated job completion rate?

  • Please confirm your estimated on demand connection % for the day?

  • Note: this document forms part of a performance improvement plan, it must be completed daily for as long as you are on the plan. The details on this form will be checked against IFS reports, telematics reports and stock reports for validity.
    It's important that this document is correctly completed as accurately as possible as this document may be used to support further plans and or action following the current PIP.

  • Engineer 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.