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IT template

Equipment request workflow template

Ask for a laptop, monitor or accessory and follow it until it is in your hands.

5 steps 18 fields
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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. Request

    Whoever starts the request

    Tell us what you need.

    7 fields in the request form
    • Equipment *Laptop, Monitor, Mobile phone, Headset, Keyboard and mouse, Other Choice
    • Reason *New employee, Defect, Loss or theft, Upgrade Choice
    • What is wrong with the current one? * Long text · when needed
    • What do you need it for? *Helps IT choose the right model Long text
    • Needed by Date
    • Delivery *Office, Home address Choice
    • Address * Long text · when needed

  2. IT assessment

    A person or team you choose

    IT checks the stock and picks the model.

    Due in 2 days (business time)
    3 fields
    • Recommended model * Text
    • Available in stock? *Yes, No, it has to be bought Choice
    • Estimated cost * Amount · when needed

  3. Purchase approval

    A person or team you choose

    Only when the equipment has to be bought.

    Approval: Approvers you choose Due in 2 days (business time) Runs only when needed
    2 fields
    • Cost center * Text
    • Notes Long text

  4. Prepare and deliver

    A person or team you choose

    IT sets up the equipment and hands it over.

    Due in 5 days (business time)
    4 fields
    • Asset tag * Text
    • Serial number Text
    • Delivered on * Date
    • Signed liability term Files

  5. Confirm receipt

    The requester

    The requester confirms the equipment arrived and works.

    2 fields
    • Equipment * Checkbox
    • Notes Long text

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.

More IT templates

Access request

Ask for access to a system, get the right approvals and keep a record of who can do what.

Request → Manager approval → Security approval → Grant access → Confirm access

Incident report

Report something that is down or broken, follow the fix and learn from the serious ones.

Report → Triage → Resolution → Post-mortem → Confirm the fix

Software license request

Ask for a new tool, have IT and security check it and get the recurring cost approved.

Request → IT review → Security and privacy review → Budget approval → Purchase and setup

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