Customer Satisfaction
Customer Satisfaction Forms (CSF) enable organizations to gather structured feedback on service delivery, task completion quality, and overall client experience (for example, "How satisfied were you with the repair quality?", "Was the technician professional?", "How quickly was your issue resolved?"). Create reusable questions in the CSF Question Library (for example, rating scales 1-5, Yes/No questions, free-text comments), then build CSF Templates that combine multiple questions into complete surveys. Assign templates to specific Task Categories or Purchase Order types—when triggered (through configured workflows), templates generate feedback forms that can be distributed to client contacts for completion. Responses are captured in Evolution, allowing managers to track satisfaction trends over time (for example, average rating by technician, department, or building), identify service quality issues (for example, repeated low scores for electrical tasks), and demonstrate accountability to stakeholders. Use this data to recognize high-performing teams, target training for improvement areas, and support continuous service enhancement aligned with client expectations.
Available from 7.0.0.0
The Purchase Key licence dependency for this specific element of the system has been removed and is now included as standard in the core MRI Evolution product the feature has been turned on for all systems by default.
Note: Other restrictions, such as User licence type restrictions and / or any restrictions to underlying functionality that is dependent upon Purchase Key licences will remain in place.
| Icon | Feature | Description |
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CSF Question Library | Set up CSF Questions that can be used in multiple Templates. |
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CSF Templates | Set up CSF Templates that can then be assigned to Tasks or Purchase Orders. |