1. Calm first acknowledgment
Hi [First Name], thanks for letting us know. I’m sorry there may be an issue after the [service/job]. We’re going to review the details and point you to the right next step.
Review: Do not admit fault or deny coverage before checking facts.
2. Photo or short video request
Could you please send 2–3 clear photos or a short video of what you’re seeing, plus the best time to reach you today? That will help us route this correctly.
Review: Ask only for useful evidence; avoid asking the customer to do unsafe troubleshooting.
3. Job-detail lookup
To pull up the job, can you confirm the service address, approximate service date, and the name the appointment was booked under?
Review: Keep private customer details inside the CRM or approved job system.
4. Policy check without overpromising
We’re checking the job notes and warranty terms now. Once we confirm what applies, we’ll reply with the next step: troubleshooting, a follow-up visit, or the correct contact for this issue.
Review: Never let AI invent warranty coverage or exclusions.
5. Schedule a follow-up visit
We can have someone review this at [Option 1] or [Option 2]. Which works better? If neither works, send two preferred windows and we’ll check availability.
Review: Offer real windows only; mention any dispatch or diagnostic fee only if approved.
6. Not covered, but still helpful
After reviewing the job notes and warranty terms, this specific issue is outside the warranty because [approved reason]. We can still help with [paid visit / referral / next step] if you’d like.
Review: Use only approved policy language and have a manager review before sending.
7. Customer-update while waiting
Quick update: we’re still reviewing [photos/job notes/vendor info]. You have not been forgotten. We’ll follow up by [time/date] with the next step.
Review: Set only a deadline the team can meet.
8. Close-the-loop after resolution
Thanks for giving us the chance to review this. Are things working as expected now, or is there anything else we should note before we close this out?
Review: Do not ask for a review until the customer confirms the issue is resolved.
9. CRM handoff note
Warranty issue: [customer summary]. Job/date: [details]. Evidence received: [photos/video/none]. Policy status: [needs review/covered/not covered]. Owner: [team member]. Next customer update due: [time/date].
Review: Mark unknowns clearly instead of guessing.