Post Service Checklist

Post Service Checklist
  1. Sender's E-Mail
  2. Customer Name
  3. Sales Order#
  4. Serial #
  5. Note: All employees that travel to a company and work at a customer’s plant are required to complete this document and return to the Customer Service Manager within four days of returning from a service call.


  6. 1. Document the equipment settings that are applicable as noted on the Equipment Setting Form and submit the form on-line
  7. 2. Complete the Service/Sales Expense Form and submit the form on-line.
  8. 3. Complete all Service Trip Daily Log Forms and submit the forms (should be done daily) on-line.
  9. 4. E-mail or download all pictures and video of equipment to the Customer Service Manager via on-line.
  10. 5. Latest copy of the PLC program (if applicable) submitted to Customer Service Manager via on-line.
  11. 6. Make a courtesy Phone Call or Email to the customer to check on the status of the equipment and to follow up on any outstanding issues.
  12. 7. Have all the receipts relating to this trip been stored in the proper folder on network?
  13. 8. Has a copy of the 'Unresolved/Safety Issues' form been submitted to the Customer Service Manager for review?

  14. Note: A copy of this form will be placed in the SO job folder by the Customer Service Manager. A copy of this form should also be filed on the network with the equipment manual by the Customer Service Manager.