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Customer service template

Service request workflow template

A public service desk: anyone asks for something, the team answers and the requester follows it on their own page.

2 steps 7 fields Public request form
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. Request

    Whoever starts the request

    Tell us what you need.

    5 fields in the request form
    • Subject * Text
    • Type *Question, Request, Problem, Suggestion Choice
    • Urgency *Can wait, This week, Today Choice
    • Details * Long text
    • Attachments Files

  2. Handling

    A person or team you choose

    Answer the request. Messages marked for the requester reach them by email.

    Due in 2 days (business time)
    2 fields
    • Answer * Long text
    • Resolved? *Yes, No Choice

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.
  • Share the public form so people outside the company can start a request without an account, and follow it on a tracking page.

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 → Closing

Warranty 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 → Decision

Field service visit

Schedule a technician, record the visit with located photos, collect the customer's signature and issue the service report.

Request → Scheduling → Visit → Review

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