- 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.
- Edit the generated document (Service report) with your logo and fields. Each PDF carries a verification code.
Customer service template
Field service visit workflow template
Schedule a technician, record the visit with located photos, collect the customer's signature and issue the service report.
4 steps
16 fields
Generates a PDFPhoto evidenceSignature
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.
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Request
Whoever starts the request
Who needs the visit, where and why.
6 fields in the request form
- Customer * Text
- Contact on site * Text
- Phone * Phone
- Address * Long text
- Service *Installation, Preventive maintenance, Corrective maintenance, Inspection Choice
- What needs to be done * Long text
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Scheduling
A person or team you choose
Pick the technician and the date with the customer.
Due in 1 day (business time)2 fields
- Technician * Person
- Visit * Date and time
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Visit
The person picked in “Technician”
Record what was done. Photos carry the date, time and location of the visit.
Issues: Service report6 fields
- Before * Photo
- After * Photo
- Work done * Long text
- Parts usedColumns: Part, Quantity Table
- Hours on site * Number
- Customer * Signature
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Review
A person or team you choose
Check the report and close the visit.
Due in 2 days (business time)2 fields
- Billable? *Yes, No Choice
- Notes Long text
Make it yours
More customer service templates
Customer complaint
Customers open a complaint through a public link, follow it on their own page and get an answer within the deadline.
Complaint → Triage → Resolution → ClosingWarranty claim
Customers send photos of the defect through a public link, the technical team inspects it and a signed warranty decision is issued.
Claim → Technical inspection → DecisionService request
A public service desk: anyone asks for something, the team answers and the requester follows it on their own page.
Request → HandlingStart 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