
Customer Account Management Quiz
Authored by margaret garcia
Professional Development
Professional Development

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15 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should you identify when pulling up a customer account?
The customer's active service
The type of account and pest issue
The customer's payment history
The customer's location
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should be reviewed to determine active services on an account?
Customer's feedback
Recurring Services or One Time Services in History
Customer's billing history
Previous service tickets
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should be done if a recent service ticket has not been created or modified?
Move to Step 4: Handling Service Requests
Move to Step 3: Review Account Notes
Create a new service ticket
Contact the customer
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should be included in the note format according to CRM Interaction Templates?
Customer's payment method
Callback number added or verified
Customer's favorite service
Customer's address
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should be checked if a service has been scheduled or a pending Service Ticket has been modified?
Customer's feedback
Service Ticket Protocols and Scheduling Sections
Customer's billing history
Previous service tickets
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If a Previous Service was performed and another appointment has been created -What is the time lapse that should occur from the last service appointment to the new one being scheduled?
After 5 days have passed
After 10 days have passed
After 15 days have passed
After 20 days have passed
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should be checked regarding the Service Code in the ticket audit process?
If it is the correct service for this visit
If it matches the customer's name
If it includes the technician's initials
If it is written in bold
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