- 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.
Operations template
Vehicle incident workflow template
Report an accident or damage to a company vehicle with photos from the scene, then handle insurance and repair.
3 steps
13 fields
Photo evidence
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.
-
Report
Whoever starts the request
Tell us what happened. Photos from the scene carry the location.
7 fields in the request form
- Plate * Text
- When * Date and time
- Type *Collision, Theft, Vandalism, Mechanical failure Choice
- Anyone injured? *Yes, No Choice
- What happened * Long text
- Photos of the scene * Photo
- Police report Files
-
Insurance
A person or team you choose
Open the claim with the insurer and arrange the repair.
Due in 2 days (business time)4 fields
- Claim number Text
- Repair shop Text
- Repair cost Amount
- Deductible Amount
-
Vehicle back
A person or team you choose
Confirm the vehicle is back in service.
Due in 10 days (business time)2 fields
- Back in service on * Date
- Photos after the repair Photo
Make it yours
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Report something that needs fixing, approve the cost when needed and confirm the repair.
Request → Assessment → Cost approval → Execution → Confirm the repairVehicle booking
Book a company vehicle and record mileage, fuel and any incident on pick-up and return.
Booking → Approval and vehicle → Pick-up → Return → InspectionStart 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