Title Page

  • Conducted on

  • Prepared by

  • Tech Number

  • Job Number

  • Location
  • Is the visit PARKED or CANCELLED?

  • Reason for the cancellation?

  • Visit type?

  • Was this a INSTALL or SERVICE visit?

  • Satellite dish is........

  • If the communal system at the property is not working or has failed transponders when completing a data logger than please cancel visit using the CANCELLATION CODE 2212.

  • Please ensure that a email of the failed transponders has been sent to the customer so that they are able to show this to the engineer fixing the communal system.

  • Type of roof

  • Line of sight is........

  • Does the visit require any of the following?

  • Property type is.........

  • Is the property a multi dwell. (Property split into multiple flats)

  • Please add photos to support reason for cancellation

  • Has the cancellation been escalated to a Team Manager?

  • Which team manager?

  • I confirm that I have attended site and have gone through all available options with the customer. I have contacted the available manager today and have been authorised to cancel the visit.

  • Please note visits are only to be parked within the working week. The working week is Saturday to Friday. Under NO circumstances should a visit be parked on a Friday.

  • Reason for parking the visit?

  • Visit type?

  • Was this a INSTALL or SERVICE visit?

  • Satellite dish is........

  • Please ensure that a email of the failed transponders has been sent to the customer so that they are able to show this to the engineer fixing the communal system.

  • Type of roof?

  • Does the visit require any of the following?

  • Property type is.........

  • Is the property a multi dwell. (Property split into multiple flats)

  • Please add photographs to support reason for parking the visit.

  • Please add date when the visit is expected to be completed by or when the customer is available during the week.

  • Has the visit been escalated to a Team Manager?

  • Which Team Manager?

  • I confirm that I have attended site and gone through all available options with the customer. I have contacted the available Team Manager and have been authorised to park the visit today.

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.