Title Page

  • Conducted on

  • Prepared by

  • Name

  • Tech No

  • Visit No

  • Please select visit type

Initial Observation

  • Please look for ETA, Introduction, ID Badge, Clean Uniform, Parking and Overshoes. You may also want to look for a thorough walk through and pre checks being completed.

  • Please details your findings here

  • Please add media here

Customer

  • Has the engineer built rapport with the customer? Have they discussed the current issues that the customer has been experiencing, what has happened, why, when and how?

  • Has the engineer discussed the visit details

  • Is the viewing card on site

  • Has the engineer discussed ACE

  • Please enter details of your findings here

  • Please add media here

H & S Compliance

  • Has the engineer followed all SSOW policy and procedures

  • Has the engineer followed all Risk Assessment Policy and Procedures

  • Has the engineer followed all PPE Policy and Procedures

  • Please enter details of your findings here

  • Please add media here

Best Service Compliance

  • Has the engineer followed all Best Service Guides

  • Is the engineer SM3 Compliant

  • Please enter details of your findings here

  • Please add media here

Quality Compliance

  • Has the engineer completed a stress test

  • Has the engineer completed a thorough showcase with the customer

  • Has the engineer discussed ACE, Hardware, Packs and Offers with the customers

  • Has the engineer discussed the NPS survey and left a NPS card with the customer

  • Please enter details of your findings here

  • Please add media here

Summarise todays visit

  • Summarise your visit today below

  • TM Comments

  • Engineer Comments

  • Please add media here

Feedback

  • This section is to be used to give feedback on any Post Visits that have been performed prior to this field visit.

  • Please enter details of your findings here

  • Please add media here

Thank you for your time today. By signing this document you agree with the comments and information attached within and accept this is a true record of any the discussion which has taken place with you.

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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.