Template

Customer Product Request On-Site

by Troy Marlin, from the Community

10+

This on-site customer product request template helps teams capture all details needed to process quotes and orders while with the customer. Record client or site information, the team member taking the request, and customer contact details. List requested items and quantities, specify needed-by dates, and note any purchase order or job tagging. Include who the items should be delivered to and where. Use this streamlined form to reduce back-and-forth, speed up order processing, and improve customer service in retail and field sales settings.

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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
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Basic Work Order Template
A work order template is used to document and communicate work requests, and authorize field technicians to perform the work. This template can be used to track the type of work required, resources needed, and cost involved to complete a project/ request. Use this work order template by following these steps: Describe the work order or request, Document all necessary information such as name, address and contact details, List all tasks to complete the request (labor, materials and costing), Assign tasks to field technicians prior to dispatch, and Validate the work order by getting the client's e-signature before commencing work.
by SafetyCulture
Downloads: 500+
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Customer Product Request On-Site

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On Site Work Request and Information Form

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