Call Test

    Call Date

    Customer Needs Immediate Follow Up

    Technician Name

    Customer Number

    Customer Name

    Call Type

    PO Number (if AHS/FA)

    Warranty Type (if AHS/FA)

    Who was present at the home?

    Diagnosis:

    Failure:

    Cause:

    Time In

    Time Out

    Work Completed

    Pending Issues

    Part Ordered (If Applicable)

    Parts Location (If Applicable)

    Condemn

    Consultant Appointment Booked

    Type of Consultant Appointment

    ESPI Presented

    Repair Vs Replace Presented

    Seal Vs Replace Presented

    Customer Objections/Satisfaction

    Did you ask the customer for reviews/referrals?

    Warranty Part

    Items/Fees

    ESCs Sold (Number sold - Enter Numbers Only)

    Payment Method
    CashCheckCreditFinanceNo Payment Collected

    Gift Cards Distributed (Activation/Authorization Code)

    Card 1


    Card 2


    Card 3


    Card 4