External Computer Maintenance

Template

The External Computer Maintenance Template is used for computer maintenance processes for external clients. It can be used by companies that do maintenance for other companies or individual clients.

Use template now
Pipefy

Template structure

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

Form

  1. Client’s name
  2. Client’s phone
  3. Client’s email
  4. Problem description
  5. Service visit
    • Yes
    • No
  6. Client’s address

Inbox

  1. Assigne

Diagnosing

  1. Problems checklist
    • Software misconfiguration
    • Hardware problems
    • Possible upgrades
    • Network misconfiguration
    • Virus scan
    • Data backup
  2. Problem’s root causes

Quote

  1. Services description
  2. Software installation
  3. New parts and components
  4. Labor rate
  5. Total

Awaiting quote approval

  1. Quote status

Maintenance

  1. To-do list
  2. Service log
  3. Do not forget to test the computer once you are done!
  4. Has the test been successful?
    • Yes
    • No

Return

  1. Return checklist
    • Describe all the services performed.
    • Show the issues which have been fixed.
    • Receive payment.
  2. Client satisfaction level
  3. Client’s comments

Done

Archived

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template