Has anyone created a pre field form/sheet/process for the customer to complete BEFORE a tech goes to site? I hate it when a tech goes to site to set up voice mail with little or no direction. Wastes everybody's time.
Arr, I have a couple of spreadsheets what we use for data collection before the installation. Sure saves on mis-spelled names too. For AA and CCR portions we kind of wing it because the customer usually is not sure what they want until we discuss options. Once they decide, we then draw out a flow diagram of the call processing.
We send our tech out for a pre-install meeting. That way he gets to look at the install location and discuss any possible problems. They discuss the options for AA & CCR and then they have to fax or email us the resulting name list, if they don't have it ready.
Hello,
We have a spreadsheet that has drop down boxes on it. We e-mail it to the customer and have them enter the names on the port numbers(This always confuses them because they think it is the extension number. No matter how many times you tell them it is not the extension.)With the dropdown they can enter yes or no for voice mail. It also has drop downs for what device is on the port. We usually enter that.
Dmac,
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