External Machine Maintenance

Template

The External Machine Maintenance Template is used to manage the maintenance process of machines for companies or individual clients. It is also useful for companies that perform this kind of job for external clients.

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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 email

  • 3. Client's phone

  • 4. Machine

  • 5. Problem description

  • 6. Service visit

    • Yes
    • No
  • 7. Client's address

Inbox

 

  • 1. Assignee

Diagnosing

 

  • 1. Problems checklist

    • Misconfiguration
    • Mechanical problems
    • Electrical problems
    • Defective parts
  • 2. Problem's root causes

Quote

 

  • 1. Services description

  • 2. New parts

  • 3. Labor rate

  • 4. Total

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 date

  • 2. Return checklist

    • Describe all the services that were performed.
    • Show that the issues have been fixed.
    • Receive payment
  • 3. Client satisfaction level

  • 4. Client's comments

Done

 

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