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 authorized 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 template, the way the person you send it to fills it in.
In this template
What is on the page.
- About you: 7 fields
- The work: 7 fields
- Signature: 2 fields
- For technician use: 4 fields
It is your own copy in your workspace. Change any of it before you send.
Send it from code
Send the service request or work order template from your own code.
Make your own copy once, then send it to the person you name. A test key sends only to you.
npx docustay templates customize service-request-work-order --name "Service request or work order"
# prints the new template's id; then send it as a test:
npx docustay send --test $DOCUSTAY_TEMPLATE_ID --party 'signer=Name <email>'curl -X POST "$DOCUSTAY_URL/api/v1/documents/send" \
-H "Authorization: Bearer $DOCUSTAY_API_KEY" \
-H "Idempotency-Key: $(uuidgen)" \
-H "Content-Type: application/json" \
-d '{"templateId":"$DOCUSTAY_TEMPLATE_ID","parties":[{"seat":"signer","name":"Name","email":"name@example.com"}]}'What you keep
A sealed copy and its record.
Each person who signs gets the sealed PDF with a certificate of completion, and so do you. Search them in your workspace and read each one by its own record.
Questions
Quick answers.
Who fills it in?
The person you send it to. They are the customer in this template: they 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 send it to many people at once?
Yes. Send to a list sends your own copy to each person on it, and each person signs their own copy.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then send it. The original is never changed.
Can people attach files?
16 fields make up the service request or work order template. Where it has a file box, people may attach a PDF or a picture, and it is stored exactly as they upload it and never converted.
Is this legal advice?
No. The service request or work order template is a starting point in plain words. Change what does not fit before you send it.
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