This First Contact Service Call template streamlines intake for construction and field service teams handling incoming support requests. Capture caller and client/site details, describe the problem, note equipment at fault with model numbers, and record whether your team installed the original equipment. Document dates and personnel involved, special access or safety requirements such as ladders, tower platforms, or CSCS cards, and how long the issue has been known. Indicate if areas must be booked out, provide booking instructions, and set a target resolution date. Attach the original installation report if available and add any additional notes to ensure a complete, actionable service brief.
With SafetyCulture you can
Digitize team workflows
Turn your workflows into digital templates or checklists so your team can conduct inspections efficiently and access them from any device.
Reduce manual errors
Help your team complete tasks more accurately with digital templates that minimize errors from manual processes.
Create and share inspection reports
Generate inspection reports and share them with your team and stakeholders to keep everyone informed.
About author
This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.
