Equipment Evaluation/Spare Parts Request

    Equipment Evaluation Form Sender's E-Mail Company Name

  • Customer Address

    1. Customer Name

    2. Customer Phone

    3. Contact E-mail

    4. Equipment Model

    5. Equipment Serial #

    6. DEL Tech

    7. Date

    Note: This form is to be utilized when evaluating a DEL system at a customers facility.

    1. 1. How would the customer rate DEL's equipment on a scale of 1 to 10? (10 being the highest)

    2. Note: If the equipment is rated at an 8 or lower, please ask for a specific reason as to why the equipment was not rated higher and note this reason in the box below.

    3. 2. How would the customer rate DEL's overall customer service on a scale of 1 to 10? (10 being the highest)

    4. Note: If service is rated at an 8 or lower please ask for a specific reason as to why the service was not rated higher and note the reason in the box below.

    5. 3. Does the customer perform regularly scheduled maintenance on the DEL equipment? YesNoN/A

    6. 4. How often does the customer perform maintenance on the DEL equipment?

    7. 5. Has a video of the DEL equipment been taken and forwarded to customer service? Focus on any problem areas. YesNoN/A

    8. 6. Have all V-belts and drive belts been evaluated for excessive wear? YesNoN/A

    9. Note: Please list those belts that need to be replaced in the box below.

    10. 7. Have all bearings been inspected for excessive wear? YesNoN/A

    11. Note: Please list those bearings that need to be replaced in the box below.

    12. 8. Have all worn components been documented? Make a list of those components that show excessive wear. YesNoN/A

    13. Note: Please list those components that need to be replaced in the box below.

    14. 9. Have pictures of any unidentified parts been taken and sent to DEL customer service? YesNoN/A

    15. 10. Has a 'Safety Evaluation' form been completed on the customer's equipment and submitted to DEL customer service? YesNoN/A

    16. 11. Does the customer have adequate spare parts on hand? YesNoN/A

    17. 12. Would the customer like a quotation on a 'Complete Spare Parts Kit'? Please express to the customer that Purchasing a 'Kit' will save up to 30% on the price of these spare parts. YesNoN/A

    18. Note: Please note the customer contact and e-mail address of the person that should receive the spare parts kit quotation in the box below.

      19. Note: A copy of this form should be sent to DEL customer service (via website) within 24 hours of completing the sales call. All sales checklists should be reviewed during weekly sales meetings.

    Photos or Files of Unidentified Parts on Equipment

    (File size must be less than 5mb, and only .jpg, .png, and .pdf will be allowed.)

    Related Topics & Accessories:

    Daily Log ReportEquipment EvaluationEquipment Settings
    Servicetech Bonus RequestOpen Issues & Safety EvaluationPost Service Checklist
    Sales Call ChecklistService-Sales Expense ReportTraining Survey