How do I send a survey to customers after service calls?

In the service manager console, reports, create survey list.

This will create a list for service calls between two dates. An email, fax, or letter can then be sent from the list.

To send an email, create an email template in the sales prospecting system. Any Word document can be printed or faxed.

An alternative is to send a survey directly upon call completion.  Set this up by going to Service/Contracts, Other, Options.  Select the Email Options tab.  Create or edit your call completed template.

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Category: Service Manager