Outbound form(OB) format
Please note the following scenarios where we need to fill out the OB form:
Sending Payment Summary to the Customer: If the customer requests a detailed breakdown of the service charges and material details, fill out the OB form accordingly.
RRN and CMS Generated but Refund Not Received: If the customer reports that they have not received the refund despite RRN and CMS being generated, fill out the OB form.
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Invoice Requests:
- If the customer requests an invoice, download it from the dashboard and verify the details.
- If the invoice is incorrect, please send an email to Sajan for further action.
- If the invoice is correct, guide the customer on how to download it from the application. If the customer is still unable to do so, fill out the OB form.
Please fill out the OB form in the below-mentioned format whenever we are sending a payment summary to the customer for proof of payment.
· Team - CX escalation (Appliance/ AC)
· Request ID - 65dc4d848eaeb7a13d4123a2
· Customer's Email ID - Mail id
· Description (Content)- Work Done by Professional:-
· Spare part XYZ Amount
· Repair Work- XYZ Amount
· Labor Charges- XYZ Amount
· Taxes and Fees- XYZ Amount
· Total Amount Paid- XYZ Amount
We will share that TAT of 24hrs and ticket will be parked for 24hrs. We will ask the customer to check the Spam box as well.
Response Sheet: https://docs.google.