Your landscaping company will constantly acquire new residential and commercial customers who want quality lawn and garden upkeep for their properties. You need an efficient method to gather the new client's information about their properties, the types of services they want provided on a weekly or biweekly schedule, and if they desire winter services such as snow removal. Our new customer service questionnaire will allow you to gather all the client's landscaping details during an evaluation of the property.
The new customer service questionnaire can be used by your landscaping office staff. They can collect contract information about requested landscaping services that are desired by new clients. You can gather all the important client details, property conditions, and the desired work the client is requesting. You can use the form template right on any mobile device when speaking with a client over the phone, in your landscaping office or at the location where the garden and lawn upkeep will be performed.
With the gathered information, you can create a new client record in your computer office systems. Our new customer service questionnaire form template provides a checklist format and fields where you can select answers or type in information directly into the mobile device screen.
Requested lawn and garden services
Requested winter snow removal services
Desired landscaping service schedule
Sign off information
Customize Your New Customer Service Questionnaire
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 New Customer Service Questionnaire
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.