Field service docs
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Customer site survey form
Send this before the first visit or quote. Ten minutes from the customer saves a second trip and makes the quote more accurate.
Contact
- Name
- Company (if commercial)
- Phone
- Best time to reach you
- Who can approve work?
Site
- Service address
- Property type (home, office, retail, industrial, other)
- Parking instructions
- Gate / door / alarm codes
- Pets or hazards on site
- Hours we can be on site
Equipment or area to be serviced
- What needs service?
- Make / model
- Approximate age
- Location (attic, roof, basement, closet, server room...)
- Last serviced (date / company)
- Under warranty?
What's going on
- Describe the problem or request
- When did it start?
- Anything already tried?
- How urgent is it?
Photos to send with this form
- Nameplate / data label on the equipment
- The equipment from a few feet back
- The problem area up close
- Access path (stairs, ladder, hatch, tight spaces)