Instance Report

Client Complaint or Internal Issue?*

What type of instance was this? - Client Complaint: A customer had an issue with a service that was done. - Internal instance: Any other issue that didn't involve a service. An example would be last-minute changes to a teams schedule.

Number of Providers*

How many people were at the job? This will email/text multiple addresses.

Instance Details

Customers Name*

Provider Name*

Second Provider Name*

Let the Providers know?*

Is it important to send information to the Providers about this instance? Marking "Yes" will send them a note about this instance.

Provider Phone*

We'll text a copy of the instance report for their record. Be firm but constructive. Avoid any accusatory or offensive language.

Provider Email*

We'll email a copy of the instance report for their record. Be firm but constructive. Avoid any accusatory or offensive language.

Second Provider Phone*

We'll text a copy of the issues report for their record. Be firm but constructive. Avoid any accusatory or offensive language.

Second Provider Email*

We'll email a copy of the issues report for their record. Be firm but constructive. Avoid any accusatory or offensive language.

Type of instance*

Which category best describes this instance?

Provider at Fault*

Are the providers at fault for this instance?

Instance Details*

What was the nature of the complaint or instance? Be as detailed as possible. These records are crutial for problem solving

Frustration Level*

How frustrated is the effected party with this instance? Select 1-3. 1 is the least frustrated, 3 is the most frustrated.

Service Date*

What was the date of the service the complaint is about?

Complaint Date*

When were we made aware of the complaint or issue?

Appointment URL*

Paste the URL for the related appointment in Launch 27.

Related Ticket URL

Paste related email tickets here.

Did we get related photos?*

Have we gotten any photos from the cleaners or customers?

Provider feedback*

Feedback WILL BE DIRECTLY SHARED WITH PROVIDERS, be constructive and supportive. Be precise and direct. Feedback may include paying more attention to detail or communicating better.

Have we added a star rating to Booking Koala?*

Add a star rating to Booking Koala with issue notes, if that makes sense for this type of issue.

Other Notes

Anything else we should know about this issue?

Whos Filing This Report*

If there are questions about this report it's important to know who filled it out. 🙂

Instance Details

Phoenix

Tucson

Oro Valley

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