Manual Note Templates
Customer Service Documentation Guidelines
Documentation is required for all customer interactions. Clear and complete documentation tracks customer care and expectations which results in efficient and consistent customer service. The following examples should be used as a guideline. DO NOT ...
Authorizations Note Templates
Comments Scenario Note Type Note Template Repair using CHS Parts Private AUTHORIZATIONS NOTE: Caller Name & Company – Bob with Joe’s Appliance Age/Condition of Unit – 10 years old, good condition Failed Equipment – Control board shorted Reason for ...
SurgeProtect Note Template
Customer Service ServiceBench Field Note Template Comments Surge Protect Service Request: <Customer Name>, <Reason for Call>, <List items that have failed due to surge event>, <Action Taken>, <Verify procedures were given to the customer>, <Customer ...
Customer Service Note Templates
Use the below Note Templates for Service Initiation, General Inquiries, and Follow Up Calls. Scenario ServiceBench Field Note Type Note Template Warranty Service Request Description N/A Warranty/Repair Service Request Preventative Maintenance Service ...