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.

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  1. Client´s Name
  2. Company Name
  3. E-mail
  4. Phone Number
  5. Address
  6. Request
    • Adjustments
    • 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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