Weekly Customer Journey Log

CustomerJane Smith
Service address123 Oak Lane, Portland, OR 97201
System IDSYS-AH-01
Journey stageMaintenance
Open issues (IDs)ISS-003 (duct leakage suspected)
Next action date2025-09-15
MembershipYes
All-in cost-to-date$3,420

Notes / Risk flags: Spring maint completed. Fall due Sept. Comfort, safety, IAQ OK. No frequent failures.

Customer Scorecard (0-100)

Engagement18
Plan Adoption20
Payment Reliability20
Satisfaction18
Operational Readiness18
Total Customer Score94

System Scorecard (0-100)

Safety20
Reliability18
Airflow/Distribution16
Efficiency Potential18
Maintainability18
Total System Score90

Open Issues Summary

ISS-003Duct leakage suspectedLow$450Open

Back to Journey Hub · Scorecards · Checklists · Integrations