Site Visit Form
Preliminary SVF Submission?
*
Yes
No
If additional details are required select YES. You will be able to resubmit from the copy emailed to you.
Site Visit Type
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PARTIAL COMPLETION
SUBSTANTIAL COMPLETION
START-UP COMPLETE
START-UP & TRAINING COMPLETE
TRAINING VISIT
FOLLOW-UP VISIT
PRE-WIRE VISIT
SERVICE CALL
PHONE SUPPORT
SALES CALL
DMX FIXTURES
CONTRACT - SCHEDULED
CONTRACT - UNSCHEDULED
PRE-MZ
NOTE: FOLLOW-UP VISIT or SALES CALL = Non-billable & SERVICE CALL = billable
Job Name
*
Controls Project #
*
Look on Monday.com for #
MZ-TOB P.O. Number
Look on Monday.com for #
Distributor/Contractor
Start-Up Technician (pick name from list):
*
Ray Robins
Ryan Powell
Jason Jones
Tim McCray
Brad Hull
Branson Schope
Brandon Blevins
Darrell Huffman
Michael Doyle
Marco Sandoval
Mario Raymond
Adam Monahan
Michael Yoch
Justin Kaufman
Matt Pontious
Ruben Lewis
Danielle Loseke
Tyler Hougham
Brian Diltz
Other
If your name is not listed above (or include any additional technicians):
First Name
Last Name
Date Completed
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/
Month
/
Day
Year
Date
Time on Site (Hours)
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Ex. 4.5 (Note any travel time below.) (Put time on Phone for PHONE SUPPORT)
Travel Time (Hours)
Ex. 4.5 (Round Trip Travel Time)
Outline the work completed. State any issues or other important notes:
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Are replacement components required to be ordered by Mercer-Zimmerman?
*
No
Yes
Was Truck Stock used to replace the defective in the field?
No
Yes
No (Confirm where to ship replacements) - Yes (Ship to applicable MZ Territory Office)
Defective item details
Open items that require attention before a return visit can be scheduled:
Upload a Project related file.
Browse Files
DLM LMCS files, config files, other project files...
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Training Session Attendees:
*
Format for Attendee Entry (First, Last - Company)
Technician Signature
*
End User Contact Name for Follow-up (Facilities Maintenance)
Entry Format: First, Last - Position Held
End User Email for Follow-up
example@example.com
End User Phone Number for Follow-up
Ex. (555)555-5555
Owner Representative Name (On-site)
*
Entry Format: First, Last - Company Name
Owner Representative Signature
*
Date Submitted
/
Month
/
Day
Year
Today's Date
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Submit
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