Customer Service Note Templates

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 Request

Description

N/A

Preventative Maintenance Service Request

Reimbursement Service Request

Description

N/A

Reimbursement Service Request

Potential Recall

Description

N/A

Warranty/Repair Service Request. This is a recall service request and is covered under the workmanship guarantee.

​

Special Instructions

N/A

 This is a recall service request, is covered under a workmanship guarantee, and requires Cinch authorization review.

Multi-item Service Job (First Item)

Description

N/A

Warranty/Repair Service Request. This request includes multiple items and will have related service jobs.

Special Instructions

N/A

This request includes multiple items and will have related service jobs.

Multi-item Service Job (Additional Items)

Description

N/A

Warranty/Repair Service Request. This request includes multiple items and will have related service jobs.

Special Instructions

N/A

This request includes multiple items and will have related service jobs.

Multiple Service Job (Plumbing/Electrical Grouping)

Description

N/A

Warranty/Repair Service Request. This request includes multiple items listed on the same service job for the same service visit.

Special Instructions

N/A

Plumbing and Electrical Item Grouping :

This request includes multiple items:

<item>, <location>, <problem> (for each individual item)

General Inquiry

CEC Notepad

N/A

Note Subject:

Inquiry-<insert primary item/subject>

Second Box:


Document full call interaction.

All Interactions

Comments

Private

Name:

Reason:

Details:

Action:

Closing:

 

 


    • Related Articles

    • 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 ...

    • 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 ...

    • 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 ...