Title Page

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Employee Being Evaluated


  • Gave Name and Company

  • Friendly Throughout The Visit

  • Establish Rapport

  • Project Confident Image and knowledge throughout Visit

Identify Customer Need

  • Confirm Understanding of Customers Request

  • Attempted Up sell Opportunity

Install (Service Order)

  • Fill out Install Checklist, Customer Signed, Attached to Vault

  • Review With Customer Everything Completed/uncompleted and any follow up that may be required

  • Equipment/Tools Ready at time of Premise Visit

  • Added all applicable notes/ Time to SO ticket

Trouble Call

  • Review With Customer Everything Completed/Uncompleted and any Follow up that is required

  • Equipment/Tools ready at time of Premise Visit

  • Used Proper Methods to Quickly Efficiently Restore outage

  • Added all applicable notes/time and any readings to TT/ Vault

  • Demonstrated proper use of cable locator

  • Performed Work Within Prescribed Time

  • Added Notes/ Time to Ticket

O.P./ Maintenance

  • Followed Tap-Audit Form (appsuite) Correctly

  • Added all applicable notes/readings/times to TT


  • Notes

  • Skills Demonstrated

  • What Could Be Improved

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.