Customer service starter

Monthly service review

Review a key account's support each month: cases opened and closed, speed, priorities and what is still open.

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2 pages, as Docable made them from sample records with the Summit Ridge Mechanical sample brand. The company, people and figures are made up.

  1. Page 1 of the monthly service review starter, made with the Summit Ridge Mechanical sample brand.
    Page 1
  2. Page 2 of the monthly service review.
    Page 2

A service review on an Account for the days you choose (30 by default): cases opened, closed and open, the average days to close and the share closed within your target, a summary table by priority and status, a chart by where cases came from, the oldest open cases, support entitlements when the org has them and the actions agreed.

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New template › Start from a quick start › Monthly service review. The draft opens with the fields in place.

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