Pipefy’s Client’s Equipment Maintenance Template makes it a lot easier to control clients’ repair requests, allowing you to track the request status and keeping the client posted through automatic email templates.
See how this template is structured. As this is just an example, you can customize it.
1. Client´s Name
2. Company Name
3. E-mail
4. Phone Number
5. Address
6. Request
7. Attachments
8. Comments
1. Request Number
2. Maintenance Scheduled
3. Urgency
1. Attach pictures of the repairs to be done
2. Inspection
3. Was the repair done during the visit?
1. Will be necessary to buy any material for this repair?
2. Material Request
3. Expected date to receive the materials
4. Purchase Order
1. Checklist
1. Delivery Date
2. Repair Value
3. Comments about the repair
1. Delivery Checklist