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Customer Satisfaction Checklist
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Customer Satisfaction Checklist
Customer Satisfaction Checklist
Job Name:
*
Job #:
*
Sold By:
*
Technician:
*
Best Point of Entry
Floor/Wall Protection
Electricity/Temp/Water
It might get noisy
Children/Pet Concerns
Neighbor Concerns/Yard Sign
Equipment/Electrical Locations
Restroom/Additional Questions
Set Completion Meeting Time:
*
:
Hours
Minutes
AM
PM
AM/PM
Contact Number:
Total Quoted Price:
*
Down Payment:
*
Total Due Upon Completion:
*
Customer Initials:
*
Payment Method:
*
Cash
Check
Credit Card
Financing
Hoffmann Brothers Home Protection Plan Included
Ameren Paperwork
Laclede Paperwork
Existing Club Member
Untitled
Explain thermostat operation
Performed start up of all equipment (official numbers available upon request)
Thouroughly cleaned
Left all paperwork in envelope at unit/showed customer where
Walked customer through showed all equipment/terminations etc.
Explained equipment operation
Explained warranties (labor, equipment, parts)
Asked customer if thermostat set to program or non-program
Explained/offered maintenance club membership
Invoice signed/explained
Collected balance due
Left comment card with customer
Comments/Notes/Follow UP
Comments
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