- 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.
- Edit the generated document (Warranty decision) with your logo and fields. Each PDF carries a verification code.
Customer service template
Warranty claim workflow template
Customers send photos of the defect through a public link, the technical team inspects it and a signed warranty decision is issued.
3 steps
14 fields
Public request formGenerates 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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Claim
Whoever starts the request
Tell us about the product and the defect. Clear photos speed up the analysis.
7 fields in the request form
- Product * Text
- Serial number * Text
- Purchase date * Date
- Invoice number * Text
- Describe the defect * Long text
- Photos of the defect * Photo
- Invoice * Files
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Technical inspection
A person or team you choose
Check the photos, the warranty period and the cause of the defect.
Due in 3 days (business time)4 fields
- Covered by the warranty? *Yes, No Choice
- Cause *Manufacturing defect, Misuse, Wear, Transport damage Choice
- Solution *Replace the product, Repair, Refund Choice · when needed
- Technical report * Long text
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Decision
A person or team you choose
The service manager confirms the decision. The customer receives the warranty decision document.
Approval: Approvers you choose Due in 2 days (business time) Issues: Warranty decision3 fields
- Decision *Approved, Denied Choice
- Notes for the customer Long text
- Responsible technician * Signature
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 → ClosingField service visit
Schedule a technician, record the visit with located photos, collect the customer's signature and issue the service report.
Request → Scheduling → Visit → ReviewService 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