Complete the Attendance Form:

• Fault/Root cause
• Actions taken
• Work Breakdown
• Parts
  • Tick the box if no part was used.
  • Click Add Part if you used part(s).
• Notes: Add notes for what actions you performed on site, what you observed, etc.
• Asset Condition
• Next Steps

Then, save or submit:

• Save Draft if you need to makes changes.
• Submit to capture signature.

Confirm Finish:

• Edit the attendance if relevant
• Customer to enter their name
• Customer to sign in the box

Click on Sign Off; this will notify the service team as well as the customer.

Rate the Customer out of 5 stars and optionally add a comment.

• 1 = Very bad
• 2 = Poor
• 3 = Average
• 4 = Good
• 5 = Excellent

Click on Rate.