Template

ENWL Customer Liaison Visit Form

by Stephen Cooke, from the Community

30+

This ENWL Customer Liaison Visit Form helps power distribution teams plan and document customer engagements before and during works. Capture visit date and time, location, project number, customer contact preferences, and any vulnerability considerations. Record traffic management requirements such as road closures, signal setups, cycle ways, and parking bay impacts. Assess site readiness, expected ready dates, MPAN availability, and customer awareness of next steps. Log callbacks, comments, and actions, and document OSVC, ducting, sand, tape, and other checklist items. Add photos and obtain coordinator signatures to create a complete record for safe, timely delivery.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

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.

Template
ENWL Site Ready Visit Form
Use this ENWL site ready visit form to assess site preparedness before power connection. Capture project details, customer contact and MPAN, traffic management requirements, cable length and type, and required materials. Record visit dates, signatures, and photo evidence to confirm next steps and readiness for energization.
by Stephen Cooke, from the Community
Downloads: 20+
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Template
Makro Customer Visit Form
The Makro Customer Visit Form helps sales executives document customer information and visit outcomes during store calls. Capture customer name and ID, visit date and location, photos of the shop and staff, customer voice and feedback, product needs with quantities and prices, and check M Coin status and redemption. Record orders with an attached photo of the order note, and collect visitor signatures for accountability. Ideal for retail and wholesale field sales teams to standardize visits, improve follow-ups, and track opportunities.
by CDM602 KH602, from the Community
Downloads: 0
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Template
ENWL Planner Site Request Form
Use this ENWL planner site request form to capture everything needed for a pre-quote visit. Record project and customer details, preferred contact method, power-on dates, LV service options, traffic management requirements (closures, signals, suspensions), wayleave needs, planner notes, callback dates, and photos. Standardize data collection for faster quotes, better coordination, and compliant utility site planning.
by Stephen Cooke, from the Community
Downloads: 20+
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Template
Customer Service Visit Checklist
This customer service visit checklist helps linen and laundry service teams supporting medical, food, and beverage accounts plan and document account visits. It guides pre-visit planning, agreement dates, and appointment needs; captures issues since the last visit and corrective actions; reviews accounts receivable status and next steps; audits invoices and contact details; and checks pricing and inventory against minimums. During the visit, it prompts engagement with decision makers, leave-behind notes, and assessments of inventory levels, product quality, storage cleanliness, and organization. It also records competitor observations, staff satisfaction with route representatives, overall service ratings, and customer review responses, with signature and date for verification.
by Dana Horne, from the Community
Downloads: 10+
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ENWL Customer Liaison Visit Form

About author

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ENWL Site Ready Visit Form

Makro Customer Visit Form

ENWL Planner Site Request Form

Customer Service Visit Checklist

You might also like

ENWL Site Ready Visit Form

Makro Customer Visit Form

ENWL Planner Site Request Form

Customer Service Visit Checklist