Q/A Surveys?
Smart Service’s quality assurance survey screen allows users to manage Q/A surveys assigned to them. If you haven’t started using Q/A surveys yet, you have some minor setup to take care of here.
Once you have enabled the ‘Quality Assurance Module’, Smart Service will automatically generate a ‘QA Survey’ for each job that you complete. You may also manually create ‘QA Surveys’, or leave the ‘Quality Assurance Module’ disabled. Regardless of which options you choose, you will be able to manage ‘QA Surveys’ directly from the ‘Q/A & Surveys’ screen, as below.
You can use the “Sort By” option to organize your surveys by the assigned user or date. Filter the list of ‘QA Surveys’ by selecting the Smart Service user to whom they were assigned from the drop-down. This is set to show ‘<All>’ when you first open the ‘Q/A & Surveys’ screen. You may also set it to ‘<Unassigned>’ to clear and refresh the list. You can also include completed surveys in your view.
Give your customer a call and start recording their answers to your company’s survey questions. Not sure how to reach your customer? The button with the pencil and exclamation point will open the associated job record in the background.
Once the survey is complete, click the “Complete” box in the bottom left-hand corner of the window and click save to exit.
You can check in on the results of recent surveys by creating a quality assurance report via Smart Service’s reporting section. Make sure to include the customer’s contact information on your report so you can reach out to customers with surveys that need attention.