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> service order checklist
service order checklist
1. Order Details
Verify customer information (name, address, contact number)
Review service requested
Confirm order date and time
Check for special instructions or notes
2. Inventory Check
Confirm availability of required materials and equipment
Verify stock levels for consumables
Ensure tools needed for the service are in working condition
3. Scheduling
Allocate technician or service personnel
Confirm appointment with customer
Update schedule management system
4. Pre-Service Preparation
Gather all necessary materials and tools
Review safety protocols and procedures
Ensure all paperwork is ready for the service
5. Service Execution
Arrive at the service location on time
Communicate with the customer upon arrival
Perform the service as per the order details
6. Post-Service Actions
Conduct a quality check of the completed service
Collect customer feedback and address any concerns
Update service order status in the system
7. Billing and Documentation
Prepare invoice for the service rendered
Ensure all documentation is completed and signed
Send invoice to the customer and confirm payment method
8. Follow-Up
Schedule any necessary follow-up services
Send thank-you note or email to the customer
Review service order for improvement opportunities
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