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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