COURTESY CALLS

Delegated Staff:
Service Controllers & Field Engineers.

The Engineer visits the client to do a courtesy call and on his arrival first takes the serial number and calls the Service Controller to confirm if the client is on purchase hold or not.
 

If the client is on Purchase Hold the service controller must sort out the account before the call can be done.

The Service Engineer can complete the task once the customers account is off purchase hold.

If the machine required parts, the engineer must try to get the machine up and running and inform the client of his return date and if the part is currently available. The service engineer must put the task "On Hold,  Awaiting spares" with the correct part number so that the parts can be ordered.

If the part is not in stock, find out the urgency of the part in question and then order it with Parts Co-Ordinator as per schedule. A task is then created for the engineer to replace the spares once they arrive.    

If the part is available the Engineer services the machine and logs off the task. 


Document Retention List