End of Call Checklist

Company Name *

Tech Name *

E – M A I L (If no email, why?) *

Date (6 digit- M/D/Y) *

Time (Start – Finish) *

PHONE LINES (checklist & notes):

All phones work/light up.

Yes
No; Explain in notes.

Test incoming/outgoing on all phones/lines.

Yes
No; Explain in notes.

Hunt group/roll over working

Yes
No; Explain in notes

All lines have correct caller ID

Yes
No; Explain in notes

All problems tested before and with customer

Yes
No; Explain in notes

Voicemails and voicemail to email working

Yes
No; Explain in notes

All features working

Yes
No; Explain in notes

INTERNET LINES (checklist & notes):

Internet connectivity tested on Computers/Devices

Yes
No; Explain in notes

WiFi working

Yes
No; Explain in notes

Passwords up to date and documented

Yes
No; Explain in notes

CAMERA SYSTEM (checklist & notes):

Audio set-up

Yes
No; Explain in notes:

Motion set-up

Yes
No; Explain in notes

Internet connection tested

Yes
No; Explain in notes

Remote view set-up w/ customer

Yes
No; Explain in notes

User, Password – put in group text

Yes
No; Explain in notes

GENERAL END OF CALL (checklist & notes):

All wires, plates and panels; labeled, tested

Yes
No; Explain in notes

Inform on warranty

Yes
No; Explain in notes

Ask if the customer having any other issues or have questions you can help them with

Yes
No; Explain in notes

Invoice Completed? *

Yes
No; Explain in notes

Pictures taken and sent to group chat? *

Yes
No; Explain in notes

Space is clean and All of your tools accounted for! *

Yes
No; Explain in notes

Attempt Upsell = Does customer need any additional product or services. (Cameras , Phones, Wiring, WiFi) *

Yes; Explain in notes
No; Explain in notes
Customer declined

Talk to customer contact or Ctac Manager at: 303-750-7732 to check out and confirm all problems are fixed before leaving site. *

Yes
No; Explain in notes