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Sender's E-Mail
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Customer Name
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Sales Order#
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Serial #
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.
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1. Document the equipment settings that are applicable as noted on the Equipment Setting Form and submit the form on-line
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2. Complete the Service/Sales Expense Form and submit the form on-line.
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3. Complete all Service Trip Daily Log Forms and submit the forms (should be done daily) on-line.
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4. E-mail or download all pictures and video of equipment to the Customer Service Manager via on-line.
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5. Latest copy of the PLC program (if applicable) submitted to Customer Service Manager via on-line.
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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.
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7. Have all the receipts relating to this trip been stored in the proper folder on network?
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8. Has a copy of the 'Unresolved/Safety Issues' form been submitted to the Customer Service Manager for review?
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.
