Green Valley Customer Service History

Profile

Initial Conversation Customer History

Intake Form Move Assessment Moving Form Move Assessment Move Schedule Move Service Complete Service Completion Form Invoice Form

Intake Form Auction Assessment Auction Schedule Auction Service Order Auction Pick Up Form Appraisal Service Order Inventory Add Inventory Complete Service Completion Form Consignment Contract Invoice Form

Create Service Edit Service Ticket

Scheduling

Customer Name

Service Being Scheduled:

Potential Dates

Option 1

Option 2

Option 3

Final Date

Notes:

Customer History

Customer:

Engagement Date:

Completion Date:

Review:

Current Status:

Note Title

Employee history

1 2

Note Body:

Return to Customer