Onsite Customer Contact and Site Survey in the Service Industry

Onsite Customer Contact and Site Survey Process

• Cones should be placed around the company vehicle upon arrival.
• Customer contact and site survey process is used to re-confirm sales expectations and walk the customer through the installation process.
• Wearing WeLink issued shoe covers is required prior to entering a customer's home.
• Site survey is critical to the success, speed, and safety of any service work performed.
• The primary objectives of a site survey include customer expectations, identifying safety hazards, and formalizing an installation plan.
• The technician should consider the customer's needs and review their current internet service location.
• The technician will communicate a full overview of the work to be performed and consult with the customer if there are any changes to the installation plan.
• Prior to performing any installation work, the technician should walk the work area, identify hazards, and determine the safest and most efficient location for ladder and safety anchor placement.
• When creating an installation plan, the technician should identify the location, line of sight (LOS), and optimal equipment location for best LOS.
• The technician should also determine the line run path, UPS location, available power outlets, and secondary base station location (if applicable).
• For leaf site survey, the technician should verify LOS to the access point, determine optimal equipment location, and identify the line run path and router location for optimal wireless coverage.
• Technicians are expected to have the customer online before leaving the appointment.

Test your knowledge on the critical process of onsite customer contact and site survey in the service industry. From identifying safety hazards to formalizing an installation plan, this quiz will cover all the essential steps that technicians need to take to ensure the success, speed, and safety of any service work performed. Whether you're a seasoned professional or just starting your career in the service industry, this quiz will help you understand the importance of customer communication, equipment placement, and safety procedures during a site survey.