• Engineer Name:

  • Tech ID:

  • Team:

  • Team Manager:

  • Visited by:

  • Conducted on

  • Location

Visit Essentials

  • HomeSafe Comments:

  • Visit Highlights:

Think Perfect Every Visit Feedback:

  • Did the engineer have a copy of the 'Think Perfect Every Visit' NPS Guide Book before your visit?

  • *If the answer to the above question is 'No', please send a copy

  • The Call That Counts - ETA & Pre-Visit

  • First Impressions - Meet & Greet

  • More Than Just Words - On-Site Behaviours & Actions

  • From Demo To Showcase - Customer Demonstration & Product Showcase

  • One Last Thing - Customer Reassurance & Visit Sign Off

  • Add media

General Observations:

  • Start:

  • Stop:

  • Continue:

Follow Up Actions:

  • Engineer:

  • Team Manager:

  • Ambassador:

Summary Of Visit:

  • Engineer:

  • Ambassador

  • Engineer Signature

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.