Field Service Management


Pipefy’s Field Service Management template will help your company’s support team organize this process more easily. With this template, you can manage services support requests by separating them into “Support requests”, “Field service dispatch” and “Work execution” to better understand what is going on. Try it now and make your business even greater.

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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. Service
  2. Customer info
  3. Name
  4. Phone
  5. Address
  6. Email
  7. Service request date

Service request

  1. Assignee
  2. Service priority
  3. Is this service in our portfolio?
    • Yes
    • No
  4. If not, state whether we can provide such service.
  5. Attach the procedure steps here.

Field service dispatch

  1. Service start date
  2. Starting time
  3. Needed tools
  4. Number of technicians needed

Work execution

  1. Service conclusion time
  2. Service cost
  3. Notes about the service
  4. Attach invoice here.


Not done

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