Form Template Library

Customer Visit Log

Try our free customer visit log to your mobile device to keep track of clients who come to your office.

Never lose track of who comes into your office as you can perform follow-up work and provide additional services with help from this customer visit log. Have the customer's name and contact information available as well as the reason for their visit so you can cut down on their wait time while providing services in a timely fashion.

Try our customer visit log for free on any mobile device with a free trial of IntouchCheck mobile form software. Sign up for a free trial today and ask your Intouch specialist to load this pre-built form into your account.

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Try & share this form on mobile devices with IntouchCheck mobile form software. Sign up for a free trial today and ask your Intouch specialist to load this pre-built form into your account.

 

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If you have a busy office environment, sometimes customers and clients can get lost in the shuffle of moving bodies while waiting to receive services, attend meetings or speak with certain staff members. There may be delivery workers, service workers and employees from other departments coming and going through the room.

You want to ensure your customers are waited on quickly while understanding the reason for their visit. Our mobile customer visit log helps you know who has come to the office and why they are visiting during that particular time.

 

Form Details

A customer visit log ensures that the clients that come to your office are sufficiently tracked for business purposes. You can find out who they have a scheduled meeting with, if they need to reschedule an appointment, or if they are there to provide any services to your company. You can use the customer visit log for a wide range of purposes. You can double-check booked appointments, perform follow-up contact after their visit if the client requires additional information or services, and provide extra security to the building as you know who has come into your business and who they are meeting with during a certain time frame.

Our customer visit log can be viewed on your mobile smartphone, tablet, iPhone or iPad device. Clients can quickly place in their information so you have accurate log records. Available template categories in the customer visit log include:

  • Date
  • Visitor's name
  • Visitor's address
  • Visitor's phone number
  • Visitor's email address
  • Time when the visitor arrived at the office
  • Reasons for the visit
  • Time when the visitor checked out of the office

Customize Your Digital Customer Visit Log

We know that every business is unique, and your forms should reflect that. Our ready-to-use template is a comprehensive list of industry standard fields, but it is most useful when customized to reflect your own needs. The IntouchCheck platform makes it simple to quickly customize the mobile form template to meet the individual needs of your company and goals; questions, fields, or sections can be quickly removed, and new queries or fields can be added in the appropriate places to fit your project.

 

Create Your Own Customer Visit Log Template

Already have processes and procedures in place? IntouchCheck’s straightforward interface makes it fast and easy to create your own forms, where you can customize the sections, categories, questions, and types of data/image capture fields. We’re here to help you get started! Try IntouchCheck for free, and see how easy it is to streamline your business processes.

 

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