Quick guide
The job at a glance
Read this page first. The rest of the guide has the detail.
Take the call
Write down the problem. Check the account, the job age and the warranty.
Check and book a visit
Decide if someone must go to site. The client agrees to any call-out fee first.
Inspect the problem
Look, test and take photos. Write down the facts. Do not blame anyone.
Report and decide
Send the report. Get approval in writing. Tell the client what happens next.
Repair and close
Check the parts. Repair it. Test it. Get the client to sign. Then close the job.