Customer Complaint & Issue Resolution for Site Preparation
The Customer Complaint & Issue Resolution workflow provides site preparation contractors with a dependable method for managing client concerns. It covers recording complaints, inspecting excavation or grading work, assigning corrective actions, and verifying resolution. Managers confirm completion and document each step for accountability. By standardizing this process, site prep companies reduce conflicts, enhance customer trust, and prevent recurring issues. Clients benefit from timely communication and effective corrective actions. Teams gain accountability through documented follow-ups. With this workflow in place, site preparation contractors can strengthen professionalism, improve service quality, and deliver projects more reliably while handling complaints consistently.
Receive complaint via phone, email, or in person
Acknowledge the issue and thank the client for bringing it up
Document the details: who, what, when, where, and any supporting info
Assign the issue to a project manager or designated team lead
Contact the client to clarify the concern and confirm expectations
Investigate the issue (site visit, photo review, team discussion, etc.)
Determine root cause and whether it's warranty, scope-related, or performance-based
Decide on appropriate corrective action and timeline
Communicate proposed solution to the client and get confirmation to proceed
Complete the corrective work or service promptly
Follow up with client to ensure satisfaction with the resolution
Log the issue, response, and outcome in project or CRM system
Review internally to identify any trends or process improvements
Use feedback to strengthen future communication and quality controls
Receive complaint via phone, email, or in person
Acknowledge the issue and thank the client for bringing it up
Document the details: who, what, when, where, and any supporting info
Assign the issue to a project manager or designated team lead
Contact the client to clarify the concern and confirm expectations
Investigate the issue (site visit, photo review, team discussion, etc.)
Determine root cause and whether it's warranty, scope-related, or performance-based
Decide on appropriate corrective action and timeline
Communicate proposed solution to the client and get confirmation to proceed
Complete the corrective work or service promptly
Follow up with client to ensure satisfaction with the resolution
Log the issue, response, and outcome in project or CRM system
Review internally to identify any trends or process improvements
Use feedback to strengthen future communication and quality controls
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