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Questionnaire template

Service Request (Request forms)

Captures a customer's service type, problems, severity, urgency and contact preferences to route a technical service request.

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Other · Request forms. All Other templates

Questions in this template

Your Service Need

  1. Please tell us about the service you need. Your answers help us send the right people and arrange a suitable time.

  2. What type of service do you need?

    Choose one:

    • Maintenance
    • Installation
    • Upgrade
    • Consulting
    • Other
  3. What service do you need?

    Condition: Shown when Other is selected

    Open answer

  4. Which problems are you experiencing?

    Choose any that apply:

    • Slow performance
    • Frequent breakdowns
    • Compatibility problems
    • Unreliable service
    • Something else
  5. Please add any detail about the problems you selected.

    Condition: Shown when at least one problem was selected

    Open answer

About the Problem

  1. Overall, how serious is the problem?

    Choose one:

    • Mild
    • Moderate
    • Severe
    • Very severe
    • Critical
  2. Describe what is happening, including when it started.

    Open answer

  3. How soon do you need this resolved?

    Choose one:

    • Very urgent
    • Urgent
    • Moderately urgent
    • Slightly urgent
    • Not urgent

Contact and Scheduling

  1. Which phone number is best for reaching you?

    Open answer

  2. On which date would you prefer the service team to help you?

    Open answer

  3. Which time of day suits you best?

    Choose one:

    • Morning
    • Afternoon
    • Evening
    • Any time