Information

  • Engineer Name

  • Tech Number

  • Job Number

  • Date of cancellation

  • Location (No house humber)

Cancellation Reason

  • Method of cancellation

  • Reason for cancellation

  • Detail of cancellation - Include code from contact centre

  • Photo where required - Use Skitch where appropriate to help visualise cancellation reason

  • Was second opinion given?

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

Closing the call

  • Has this cancellation been discussed with Team Manager/Cover?

  • Manager/Cover Name

  • Did the customer agree the reason for the cancellation?

  • Comments:

Thank You/ Apologise

  • Thank this customer for their time and apologise for the inconvenience they have had. Assure them that their feedback helps us to 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 cover Manager
    Save a copy to your own iBooks for 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.