Customer handover and sign-off

Skills you'll practise

• Demonstrate the completed work to the customer and confirm it meets what was asked
• Explain the work, any limits of the repair and follow-ups in plain language
• Record outstanding items, recommendations and customer decisions accurately before sign-off
• Handle disagreements at sign-off without pressuring the customer or overpromising

Course outline

1. 1.Customer handover and sign-offVideo · 2 min
2. 2.What a good handover coversLesson · 14 min
3. 3.Handover in practiceLesson · 14 min
4. 4.Leaving equipment safe: tags, isolation and unsafe conditionsLesson · 15 min
5. 5.Customer handover and sign-off: knowledge checkKnowledge check · 20 questions
6. 6.Customer handover and sign-off: practical exerciseKnowledge check · 1 question
7. 7."It's not finished"Scenario
8. 8.Final exam7 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• General field service practice for job completion and customer sign-off
• Your company's job sheet, sign-off and warranty terms