Manual Note Templates
Decision Desk Note Template
Notation is extremely important for the Decision Desk process. Writing understandable and clear notes is required to help the agents that come behind you know what is happening in the job in order to relay accurate information to the customer. Note ...
Escalations Note Templates
Notation is extremely important for the Escalations process. Writing understandable and clear notes is required to help the agents that come behind you know what is happening with the job in order to relay accurate information to the customer. Note ...
Parts Procurement Note Template
These Note Templates are used when a Parts Procurement job needs to be created due to Sears, GE, or Whirlpool not being able to locate the needed part, the part was NLA through their suppliers, or are recommending a replacement. Customer Service ...
Entering Notes- TIMX
Entering Notes Notes are entered to document every contact with a customer or any other party. In TIMX SCM, the Communication History Log is used to record notes and related procedural dispositions, and to review historical notes. To review ...
Note Prefixes
Use the note prefixes below in the Subject Line of the CEC Note Pad when entering comments: Note Prefix Created By When to Use Status Update Authorizations, Support Services, Parts Sourcing Used when updating information on a Service Job. Research ...
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 ...
Authorizations Note Templates
Notation is extremely important for the Authorizations Process. Writing understandable and clear notes is required to help the agents that come behind you know what the next steps for the job are. Authorizations use Note Templates to make it easier ...
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. Note Template: Name: Reason: Details: Action: Closing: The ...