About this template
Maintaining high standards across service delivery and internal operations is critical for any growing organization. This Quality Assurance Check Form template provides a structured method for managers, team leads, and quality analysts to audit employee performance, track adherence to standard operating procedures, and evaluate customer interactions.
Designed for seamless data collection, the form captures essential details such as agent feedback, call outcomes, consultation helpfulness, recommendation statuses, and detailed inspector comments. Whether you are conducting routine service evaluations or reviewing specific customer accounts, this template helps centralize your QA metrics in one organized spreadsheet.
Using Doc2Form, you can instantly turn this document structure into a fully functional Google Form, allowing your team to submit evaluations on the go from any device. Streamline your quality control workflows, eliminate messy paperwork, and turn performance data into actionable insights without manual data entry.
Key features
- Track employee adherence to standard operating procedures in real-time.
- Evaluate customer service calls, consultations, and support interactions.
- Capture structured ratings for report formats, recommendations, and agent helpfulness.
- Standardize QA review processes across remote or on-site teams.
- Export and analyze inspection data directly within Google Sheets.
Use cases
- Routine customer support and call center quality audits.
- Evaluating technician consultations and energy assessment reports.
- Internal compliance checks and standard operating procedure reviews.
- Managerial assessments of new hire performance and training progress.
What this form collects
- Evaluator Email (Short answer)Enter your work email address.
- Evaluator Full Name (Short answer)Enter your first and last name.
- Customer Phone Number (Short answer)Enter the contact number associated with this customer interaction, if applicable.
- Close Date (Date)Select the date when the interaction or deal was closed.
- Deal Owner / Agent Name (Short answer)Enter the name of the employee or agent being evaluated.
- Bill Attachment Status (Multiple choice)Confirm the status of the required billing documentation.
- Bill-to-Address Match Status (Multiple choice)Did the billing address match the customer account details?
- QA Call Outcome (Dropdown)Select the overall outcome of the audited interaction.
- Expert Experience Rating (Linear scale)Rate the expert's knowledge and professionalism during the interaction.
- Consultation Helpfulness Status (Multiple choice)Was the consultation informative and beneficial to the customer?
- Report Information Helpfulness (Linear scale)Assess the clarity and usefulness of the provided report information.
- Report Format Rating (Linear scale)Rate the layout, readability, and formatting of the generated report.
- Recommendation Action Status (Multiple choice)Indicate whether the recommended action items were clearly defined.
- Planned or Current Actions (Paragraph)Detail any next steps, corrective measures, or action items agreed upon during the review.
- Agent Feedback (Paragraph)Provide specific constructive feedback to be shared with the agent.
- Further Contact Status (Multiple choice)Is any follow-up contact required with the customer or agent?
- General Comments (Paragraph)Share any additional notes, observations, or context regarding this quality audit.
FAQ
What is a Quality Assurance Check Form used for?
It is used by supervisors and quality analysts to evaluate employee performance, ensure adherence to standard operating procedures, and review the quality of customer interactions or reports.
How can I customize this form for my business?
With Doc2Form, you can instantly convert and customize this template into a Google Form, allowing you to add, edit, or remove evaluation criteria to match your exact operational requirements.
Where are the form responses saved?
All submissions are automatically saved to a connected Google Sheet, making it easy to track scores, filter by evaluator or agent, and run performance analytics.
Can I use this form on mobile devices?
Yes. Google Forms work seamlessly on smartphones and tablets, allowing supervisors and auditors to complete evaluations directly from the floor or while listening to calls.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.