- 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 (Equipment check record) with your logo and fields. Each PDF carries a verification code.
Routines template
Fire extinguisher and first-aid check workflow template
A monthly walk past every fire extinguisher and first-aid kit, with photos and a signed record. Anything missing or wrong goes to facilities with a deadline. Schedule it every month per location and set who takes turns.
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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Location
Whoever starts the request
Starts the check. Name the building, floor or area if you check more than one.
1 field in the request form
- Building, floor or area Text
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Check
A person or team you choose
Look at every extinguisher and first-aid kit in the location. Tick an item only when it is OK for all of them.
Due in 5 days (business time) Issues: Equipment check record7 fields
- Extinguishers checked * Number
- Every extinguisherGauge needle in the green, Pin and tamper seal intact, Accessible, nothing blocking it, No dents, rust or damaged hose, Inspection tag initialed and dated Checklist
- Every first-aid kitIn its place and easy to reach, Fully stocked, Nothing past its expiration date Checklist
- Result *Everything in order, Something missing or wrong Choice
- What is missing or wrong, and where? * Long text · when needed
- Photos *The tag of each extinguisher and the inside of each kit. Photo
- Checked by * Signature
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Facilities
A person or team you choose
Replace, refill or recharge what was reported and prove it with photos.
Due in 5 days (business time) Escalates when late Runs only when needed2 fields
- What was done * Long text
- Photos after the fix * Photo
Make it yours
More routines templates
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Clean every area to the same standard and prove it with photos of the kitchen, restrooms and meeting rooms. Schedule it every evening and set who takes turns.
Office → Cleaning → Follow-upStore closing checklist
The nightly closing routine: cash handed over, alarm set and a located photo of the locked storefront. Schedule it every evening and set who takes turns.
Store → Closing → Follow-upDaily vehicle check
The driver starts it before the first trip, from the app or a QR code in the vehicle, and checks it with photos of every side. Defects go to maintenance with a deadline, and a vehicle that is not fit to drive is flagged on the spot.
Pre-trip check → MaintenanceStart 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