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Operations template

Equipment loan workflow template

Lend a tool or device, record its condition with photos and get a reminder on the return date to check it back in.

3 steps 9 fields Photo evidenceSignatureWaits automatically
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Loan

    Whoever starts the request

    What is being lent, to whom and until when.

    6 fields in the request form
    • Equipment * Text
    • Asset tag Text
    • Borrower * Person
    • Return date * Date
    • Condition when lent * Photo
    • Borrower * Signature

  2. In use

    Nobody, it continues on its own

    Waits until “Return date”

  3. Return

    A person or team you choose

    Check the equipment back in and record its condition.

    Due in 2 days (business time)
    3 fields
    • Condition *Good condition, Damaged Choice
    • Condition when returned * Photo
    • Describe the damage * Long text · when needed

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

Guides on this process

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Supplier → Documents → Finance check → Registration

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Request → Assessment → Cost approval → Execution → Confirm the repair

Vehicle booking

Book a company vehicle and record mileage, fuel and any incident on pick-up and return.

Booking → Approval and vehicle → Pick-up → Return → Inspection

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template