FORM TEMPLATE · Operations
Service request or work order
Request work: what needs doing, where, how urgent, access arrangements, photos, and the technician's sign-off on completion.
Tell us what needs doing. We will confirm the timing and any cost before we start.
About you
- Full nametext
- Emailemail
- Phonephone, optionalOptional. Used only to reach you about this form.
- Street addresstext
- Citytext
- State or regiontext
- ZIP or postal codepostal code
The work
- Description of the worktext
- LocationtextThe room, floor or area.
- UrgencychoiceEmergency · Within 24 hours · This week · When convenient
- Preferred timestext, optional
- Accesstext, optionalWho will let us in, keys, parking, pets.
- Photosfile (PDF or picture), optionalA PDF or a picture (PNG or JPEG). It is kept exactly as you upload it.
- I am authorised to request this work, and I understand any cost will be agreed with me before work starts.tick box
Signature
- Customer signaturesignature
- Customer date signeddate signed
For technician use
- Decisionchoice · TechnicianWork completed · Part completed · return visit needed · Not completed
- Notetext, optional · TechnicianOptional. Shown on the signed copy.
- Technician signaturesignature · Technician
- Technician date signeddate signed · Technician
What people see
The form, the way the person with the link fills it in.
Service request or work order
Tell us what needs doing. We will confirm the timing and any cost before we start.
About you
The work
Signature
For technician use
16 fields for the person filling it in, plus 4 for the team member.
What people agree to
The wording beside each box.
- I am authorised to request this work, and I understand any cost will be agreed with me before work starts.
When you publish
It starts with these settings.
- People sign without an email check.
- Someone on your team counter-signs each response.
- No limit on responses.
- After signing, people can start another response.
- You get an email for every signed response.
- The person gets an email with their signed copy.
Change any of them on the Publish step before the link goes live.
Questions
Quick answers.
Who fills it in?
Anyone with the link. They are the customer in this form, type their own name and email, fill in each box and sign. Then the technician you choose on your team adds a decision and counter-signs.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then publish it. The original is never changed.
Can people attach files?
Where the form has a file box, people may attach a PDF or a picture. It is stored exactly as they upload it and never converted.
Is this legal advice?
No. It is a starting point in plain words. Change what does not fit before you publish it.
More like this
More operations forms.
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