Service Call Closing

    Customer Needs Immediate Follow Up

    Technician Name

    Call Type

    Customer Name

    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

    Gift Card/Review Discount Program Presented

    Gift Card/Review Rebate Accepted

    Customer Satisfaction Concerns

    Collected Service Fee Total (Enter in $ - Numbers Only - Enter the number 0 if nothing is collected for this category)

    Collected Upgrade Total (Enter in $ - Numbers Only - Enter the number 0 if nothing is collected for this category)

    Collected ESC Total (Enter in $ - Numbers Only - Enter the number 0 if nothing is collected for this category)

    ESCs Sold (Number sold - Enter Numbers Only)

    Collected HOR Items Total (Enter in $ - Numbers Only - Enter the number 0 if nothing is collected for this category)

    Collected Jobs Sales (Enter in $ - Numbers Only - Enter the number 0 if nothing is collected for this category)

    Payment Method
    CashCheckCreditFinanceNo Payment Collected

    Gift Cards Distributed (Activation/Authorization Code)

    Card 1


    Card 2


    Card 3


    Card 4