Client´s Equipment Maintenance

Template

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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Client´s Name

  • 2. Company Name

  • 3. E-mail

  • 4. Phone Number

  • 5. Address

  • 6. Request

    • Ajustments
    • Failure
    • Missing Pieces
  • 7. Attachments

  • 8. Comments

Requests

  • 1. Request Number

  • 2. Maintenance Scheduled

  • 3. Urgency

Inspection

  • 1. Attach pictures of the repairs to be done

  • 2. Inspection

    • Manufacturing Failure
    • Improper Use
    • Incorrect Instalation
  • 3. Was the repair done during the visit?

    • Yes
    • No

Analysis

  • 1. Will be necessary to buy any material for this repair?

    • Yes
    • No
  • 2. Material Request

  • 3. Expected date to receive the materials

  • 4. Purchase Order

Waiting on Materials

  • 1. Checklist

    • All requested material received
    • We have all the resources to start the repair

Repairs

  • 1. Delivery Date

  • 2. Repair Value

  • 3. Comments about the repair

Delivery

  • 1. Delivery Checklist

    • Material delivered
    • Client´s signature

Done

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