Template

Customer Visit Checklist

by Daniel Cain, from the Community

10+

Use this customer visit checklist to standardize field service visits for telecom and media installations. Record job number, technician code, engineer, and job type. Log health and safety notes including ladder use and job classification such as SAT, DAT, or DTH. Document work completed and attach photos of the dish, cable route, eye bolt, and entry hole. Confirm customer communication, including ETA provided, on demand setup, awareness of NPS surveys, and promotional text messages. Capture an NPS rating and assess overall service quality from the customers perspective. Fully editable and mobile friendly for consistent service delivery and quality tracking.

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Confirm accountability and compliance with a digital log

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
Job Order Template
Use this job order template to manage service visits from start to finish. Record customer and site details, check in and out times, work descriptions, customer complaints, equipment brand, model and serial numbers, repairs required or completed, parts needed, photos of name plates and equipment, and remarks. Capture customer feedback and collect signatures from the customer, technician, and service in charge to confirm completion and warranty status. Ideal for restaurants and food service operations to track maintenance and repairs across locations.
by RIYAS SAINUDHEEN, from the Community
Downloads: 0
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Template
TM Field Visit Audit Checklist
Use this TM field visit template to evaluate telecom service engineers during on-site visits. Capture visit type, initial observations, and customer interactions, including issue discussion and viewing card checks. Verify health and safety compliance across SSOW, risk assessment, and PPE. Assess best service adherence and SM3 compliance, plus quality checks like stress tests and customer showcases. Record ACE discussions, hardware, packs and offers, and NPS handover. Summarize findings, add feedback, and collect engineer and manager signatures.
by Richard Gibbs, from the Community
Downloads: 10+
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Template
Service NPS Audit Checklist
This Service NPS Audit checklist helps evaluate customer experience in telecom retail stores. Review greetings, empathy, use of systems, reasons for visit like billing queries or SIM replacement, resolution status, and NPS card usage. Capture comments, photos as evidence, and collect advisor and auditor signatures for quality assurance.
by Noreen Aslam, from the Community
Downloads: 20+
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Template
NPS I.C.P initial Meeting V2
A detailed template for conducting Net Promoter Score (NPS) review meetings for Sky Service personnel. The document outlines a structured approach to evaluating service performance across installation, moving home, and general service metrics over an 8-week period. It includes sections for analyzing customer feedback through promoters, passives, and detractors, while also covering essential service protocols such as customer communication, job site procedures, and quality assurance measures. The template features specific management expectations and requirements for service delivery, including customer ETAs, equipment inspection, installation standards, and post-service follow-up procedures. This framework ensures consistent service delivery and helps maintain high customer satisfaction standards across Sky Service operations.
by Rich Curtis, from the Community
Downloads: 50+
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Customer Visit Checklist

About author

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