Information

  • Client / Site

  • Conducted on

  • Prepared by

  • Location

Risk Assessment

  • Are there any potential hazards?

  • Are they controllable?

  • Please note hazards and control measures

Details

  • Is this a One customer?

  • How was this conducted?

  • Date of engineer visit?

  • Job type:

  • Are you the account holder?

  • Who was on site during the visit?

On Arrival

  • Did you receive a phone call from your engineer prior to your visit?

  • Can you remember the ETA you were given?

  • Did you engineer arrive during the agreed time?

  • If not did you receive an updated call?

  • Where did they park?

  • Was that a suitable place for them to park?

  • What were you first impressions of your engineer?

  • Were the job booking details what you were expecting?

  • Was the work that needed to be carried out explained to you?

  • Comments:

Interaction

  • Did you discuss...

  • Were you kept up to date on any progress during the job?

  • Do you feel your engineer was friendly and helpful throughout?

  • Were you shown all the work once finished?

  • Were you taken through an interactive demonstration of your product?

  • Comments:

  • Which other services were you made aware of?

Are you aware of...

  • MySky

  • SkyGo

  • On Demand

  • Remote Record

  • Other Apps

  • Comments:

Aftercare

  • Did your engineer leave a mobile number?

  • Do you have the contact centre phone number?

  • Do you have the team email feedback address?

  • Have you had any issues since your visit?

  • ...If applicable

  • Did you call your engineer?

  • When did they respond to your issue?

  • What was it related to?

  • Did you have any issues after that follow up visit?

  • Comments:

SATISFACTION

  • Were you pleased with the condition your property left in?

  • Do you feel you had enough time with your engineer?

  • Comments:

  • Is there anything they could have done to have improved this visit?

  • How satisfied are you with the overall visit from your engineer?

  • Thank this customer for their time and assure them that their feedback helps us to improve the quality of service we deliver.

TM's ONSITE OBSERVATIONS

  • Optional observation

  • Customers age bracket

  • Number of STB's?

  • STB locations?

  • Dish location?

  • Ladder used?

  • Serviced dish & LNB?

  • Evidence of H&S?

  • Any Safety concerns?

  • Add media

  • Does this customer have broadband?

  • Were phone lines connected to STB's?

  • Was satellite cable replaced?

  • All cable routes and fixing satisfactory?

COACHING FEEDBACK AND DEVELOPMENT

  • Could this visit have been improved?

  • Add improvement photo

  • Overall observations and areas for development:

  • How satisfied is the observer of this engineers performance?

  • PLEASE PROVIDE YOUR ENGINEER DETAILED FEEDBACK FROM THIS VISIT AND EMAIL HIM/HER A COPY FOR THEIR PERSONAL RECORDS

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.