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Facilities service management template

Manage requests for maintenance, moving, and event planning.

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best for

Operations

key features

Help desk

Forms

Resolve incidents

Queues

Assets

What is the facilities service management template?

The facilities service maangement template is best suited for facilities teams who need an easier way to track work and manage employee requests. This template helps teams manage requests for maintenance, moving, and event planning.

What does the facilities service management template include?

Capture relevant customer information

Use editable request types for common external support issues or create your own that are specific to your team’s external support services.

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Address requests more efficiently

Utilize a pre-built form or create your own form to get more structured information from help seekers when they raise a request.

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Customize your help center portal

Create a service portal with customizable request types and workflows to meet your employees' needs.

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Create and optimize your queues

Organize employees' requests from the help center, email, chat, and other channels into queues so you can quickly view, triage, and assign requests as they come in.

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Keep a pulse on your facilities infrastructure

Facilities teams can track all the assets they are responsible for maintaining in one convenient location with Assets.

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Fenêtre de cloche de service

Espace centralisé

Un espace central où les employés peuvent consigner les tickets de maintenance, faciliter les changements de bureau, demander des équipements et rester informés des dangers critiques.

Fenêtre du centre d'assistance

Portail personnalisable

Personnalisez le portail en fonction des types de demandes de vos employés et des besoins de votre équipe.

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Rapports et métriques

Créez des rapports et des tableaux de bord personnalisés pour suivre le type et la fréquence des incidents afin de réduire la quantité de tickets.

How to get started with the facilities service management template

Start managing and simplifying communication around maintenance and other facilities service requests.

1. Set up your help center and portal
  

The help center is where employees can submit requests and access your self-service knowledge base. Set up the welcome message, announcements, and layout.

2. Customize your request types
  

Help employees and agents with tailored request types, or create your own.

3. Organize your queues
  

Align your queue with the way your teams triage and address maintenance requests.

4. Add agents
  

It’s time to get the party started! Add agents to your service project team.

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