Information

  • Client / Site

  • Conducted on

  • Prepared by

  • Location

Risk Assessment (for visitor)

  • Are there any potential hazards?

  • Are they controllable?

  • Please note hazards and control measures

Details

  • Date of engineer visit?

  • Job type:

On Arrival

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

  • If not did they receive an updated call?

  • What was the customers first impressions of the engineer?

  • Did we meet your visit requirements? (Job type)

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

  • Comments:

Interaction

  • Did the engineer discuss...

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

  • 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?

Aftercare

  • Did the engineer leave a mobile number?

  • Do you have the team email feedback address?

  • Have you had any issues since your visit?

  • Did you need to call the engineer?

  • Comments:

Satisfaction

  • Is there anything we 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.

Coaching, Feedback & Development areas.

TM's Observations

  • Optional observation

  • Ladder used?

  • Evidence of H&S?

  • Any Safety concerns?

  • Add media

  • Does this customer have broadband?

  • Were phone lines connected to STB's?

  • All cable routes and fixing satisfactory?

  • How coulld this visit have been improved?

  • Overall observations and areas for development:

  • How satisfied is the observer of this engineers performance?

  • Customer

  • Visitor

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.