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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

Manage requests

Resolve incidents

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.

On-call screenshot

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.

Assets screenshot

Customize your help center portal

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

Change requests screenshot

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.

Backlog screenshot

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.

Backlog screenshot
서비스 호출 창

중앙 집중식 위치

중앙 집중식 위치에서 직원들은 유지 관리 이슈를 기록하고, 자리를 쉽게 변경하며, 장비를 요청할 수 있고, 관리자는 직원들에게 중대한 위험 요소를 알릴 수 있습니다.

지원 센터 창

사용자 지정 가능한 포털

직원들의 요청 유형과 팀의 요구 사항에 맞게 포털을 사용자 지정하세요.

여러 문서

보고서 및 지표

이슈를 줄일 수 있도록 사용자 지정 보고서 및 대시보드를 만들어 인시던트의 유형과 빈도를 추적하세요.

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.

Ready to use this template?

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