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Heating
Furnaces
Furnace Installation
Furnace Maintenance
Furnace Repair
Boilers
Boiler Installation
Boiler Maintenance
Boiler Repair
Heating Heat Pumps
Garage Heaters
Radiant Floor Heat
Mitsubishi Ductless Split System
Nest Elite Pro
Heating Advice & Tips
Cooling
Air Conditioners
Air Conditioner Installation
Air Conditioner Maintenance
Air Conditioner Repair
Cooling Heat Pumps
Mitsubishi Ductless Split System
Nest Elite Pro
Cooling Advice & Tips
Indoor Air Quality
Air Filtration
Humidifiers
Dehumidifiers
Home Ventilation
Comfort Controls
Zoning
Radon Mitigation
GPS – Bipolar Ionization
Air Duct Cleaning
Indoor Air Quality Advice & Tips
Water Heaters
Water Heater Models
Water Heater & Softener Maintenance
Water Softeners
Specials
Special Offers: HVAC Repair & Installation
Energy Rewards & Federal Tax Credits
Refer-A-Friend
Goldstar Program
Financing
Financing
Tax Credits
Energy Rewards & Federal Tax Credits
Bill Pay
Commercial
Portfolio
Harker Controls
Commercial Account Setup
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HVAC Services
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Join our Team
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Annual Review of Company Performance – Service Department
Annual Review of Company Performance – Service Department
Annual Review of Company Performance - Service-Department
Employee Name
*
Position Held
*
Department
*
Current Year
*
2016
2017
2018
On a scale of 1 to 5, 5 being the best, how well do they get you the proper customer information (contact person, address, etc) and what the task is?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well do they get the correct information as far as equipment, filter & belt list, etc.?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well do they problem solve for you?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well do they follow through with items for you?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well do they communicate with you?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well do they communicate with the customer?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how knowledgeable are they with items you need?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well do they schedule service that you are capable of doing?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well do you feel they keep you scheduled with the least amount of travel time?
Barb
1
2
3
4
5
N/A
Tina
1
2
3
4
5
N/A
Cheryl
1
2
3
4
5
N/A
Other Staff
1
2
3
4
5
N/A
Brian
1
2
3
4
5
N/A
Oscar
1
2
3
4
5
N/A
Your ideas are important to us. What ideas do you have to improve the performance of the service department management?
Purchasing Department Review
On a scale of 1 to 5, 5 being the best, how well does the purchasing dept. fulfill a material or parts order in the requested time?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well does the purchasing dept. fulfill a complete and accurate order?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well does the purchasing dept. communicate in a professional, positive manner?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well does the purchasing dept. communicate back orders and delays on your requests?
1
2
3
4
5
N/A
Again, your ideas are important to us. What ideas do you have to improve the performance of the purchasing department?
Shipping Department Review
On a scale of 1 to 5, 5 being the best, how well does the shipping dept. deliver in the requested time frame?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well does the shipping dept. accommodate alterations and changes to your delivery requests?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well does the shipping dept. communicate in a professional and positive manner?
1
2
3
4
5
N/A
What ideas do you have to improve the performance of the shipping department?
Sheet Metal Shop Departmental Review
On a scale of 1 to 5, 5 being the best, how well does the shop fulfill your orders within your requested time frame?
1
2
3
4
5
https://harkerheating.wpengine.com/annual-review-of-company-performance-service-department/
On a scale of 1 to 5, 5 being the best, how well does the shop produce quality duct-work with minimal mistakes?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well does the shop communicate in a professional, positive manner?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well does the shop make sure S&D, TDC, bolts, etc., are sent with the order?
1
2
3
4
5
N/A
What ideas do you have to improve the performance of the sheet metal shop department?
Other questions for your consideration
On a scale of 1 to 5, 5 being the best, how well informed are you about scheduling and where you are going to be the next day?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well equipped do you feel you are with the necessary tools to perform your job well?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well equipped do you feel you are with the necessary safety gear to perform your job?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well equipped are the helpers assigned to assist you with your daily tasks?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, how well informed are you when sent out to do a start-up project?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, in your opinion, how does the company strive to achieve maximum customer satisfaction?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, in your opinion, how well are you provided with the necessary training classes?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, in your opinion, how well are you provided with technical materials and apps for equipment (like Carrier, Comfortmaker, Trane, etc.)?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, in your opinion, how well are you provided with necessary van stocking list?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, in your opinion, how well are you provided with necessary parts pricing?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, in your opinion, how do you feel the required uniforms are professional looking?
1
2
3
4
5
N/A
On a scale of 1 to 5, 5 being the best, in your opinion, how do you feel taking a van or truck home is a better option than leaving it at the shop?
1
2
3
4
5
N/A
Lastly, what ideas do you have to improve the overall performance of the company, and make Harker a more enjoyable place to work? We value your opinion.
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