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Solution Template Guides
Learn how to install, configure, and use the solution templates
Automotive Service Management
Improve servicing and record-keeping for automotive service requests. Ensure that all vehicle inspection tasks, including information such as vehicle parts and equipment, are accurate to provide the best customer service.
Automotive Shop Floor Management
Receive, review, and approve vehicle service bookings easier and faster and double your efficiency in shop floor management using this Solution Template.
Organize your client information according to class, address, type, and contracts.
Improve visibility in tracking your inventory using this Equipment Checkout Solution Template. It also improves efficiency in updating your inventory records while reducing risk and error in managing the check-out and return process for every piece of equipment.
Keep track of the status of your assets and mitigate risks with the Facilities Management Solution Template. Minimize errors in data recording and manage equipment and service requests, including documents and permits for effective asset management.
Facilities Management: Service Booking
Streamline your scheduling processes and track each service booking for each of your available assets.
Facilities Management: Work Order Attendance (Batch)
Improve visibility in monitoring batch tasks. Keep records of work orders and tasks updated as soon as they are logged to minimize errors in work order approval.
Facilities Management: Work Order Attendance (Individual)
Improve visibility in monitoring individual tasks. Keep records of work orders and tasks updated as soon as they are logged to minimize errors in work order approval.
Facilities Management: Work Order Processing
Manage, monitor, and process ongoing work orders and track customer service efficiently. This template can be used by customers or customer service representatives, as well as the service manager, inspector, technician, and quality control manager.
Facilities Management: Work Order Tools Inventory
Optimize inventory tracking from created work orders. Ensure that inventory data and all material releasing information are accurate for Facility Management purposes.
Field Service Management
Provides increased efficiency with your workflow, making your business operations more streamlined by improving visibility in tracking tasks.
Field Service Management for HVAC
Manage, monitor, and process service requests for field service specifically for HVAC-related workflows.
PREREQUISITE(S) Create a record for List of Transaction Location. This will be used to call data from in the form builder. USER(S) INVOLVED IN THE PROCESS Requestor Approver TEMPLATE SELECTION Step 1: Use Template for Inventory Management. You can also search and filter a template when you click on the types of s
USER(S) INVOLVED IN THE PROCESS Requestor Branch / Site Manager Warehouse Manager Warehouse Staff TEMPLATE SELECTION Step 1: Use Template for Inventory Transfer. You can also search and filter a template when you click on the types of solutions and category. !(https://storage.crisp.chat/users/helpdesk/website/d49e020e5
KYC Lending (Individual)
Improve your KYC data collection and processing through this template. The KYC Lending (Individual) Solution Template contains all the basic forms and records you will need for KYC procedures for your individual clients. This Solution Template includes basic Customer Information, such as ID Types, List of Industries, to Risk Classification.
Make submitting and tracking leave applications more convenient and efficient.
USER(S) INVOLVED IN THE PROCESS Employee Manager Finance Purchasing TEMPLATE SELECTION Step 1: Use Template for Requisition Management. You can also search and filter a template when you click on the types of solutions and category.
TEMPLATE SELECTION Step 1: Use Template for Vendor Management. You can also search and filter a template when you click on the types of solutions and category. Step 2: Fill-out the Information Setup: You can add a short Description to your