Work Order Intake Form (Mobile-first)
Reduce repeat visits and speed technician dispatch with a mobile-first intake form designed for plant floors. This pack includes a fillable mobile HTML/JSON schema for field entry plus a printable PDF version, both built to capture the critical details CMMS admins and planners need: asset ID, priority, photos, safety/LOTO flags, parts required and acceptance criteria. Enter your email to get the pack.
3 Quick Benefits
- Reduce miscommunication: structured fields force required technical details (asset_id, fault code, photo).
- Faster dispatch: priority + skill_level + parts list lets planners assign the right technician the first time.
- Mobile-first capture → CMMS: JSON/CSV-ready payloads map directly to your CMMS intake endpoints.
What the templates give you
- Mobile HTML + JSON schema: ready-to-deploy form and a JSON schema for mobile apps or web; includes validation rules and required fields.
- Printable PDF intake form: a one-page, supervisor-friendly version for kiosks or desk intake.
- CMMS mapping guide & CSV sample: header examples and a sample payload for direct import (or API POST).
- Implementation notes: recommended validation rules, picklists (priority, skill, work_type) and photo sizing/attachment guidance.
- Safety & LOTO fields: mandatory safety checklist items and permit flags to prevent unsafe dispatch.
Who does this help
- Operations: faster triage and clearer SLAs.
- Technicians: fewer return visits because requests include needed parts & access info.
- CMMS Admins: clean, mapped inputs that reduce manual rework and improve data quality.
Frequently Asked Questions
What fields are essential on a mobile intake form?
Keep required fields: requester_name, requester_contact, asset_id, location_id, problem_description (short), priority, skill_level, parts_required (optional), photos (at least one on fail), and safety_flags (LOTO / permit required). These reduce back-and-forth and speed dispatch.
How do I ensure the intake form creates usable CMMS work orders?
Use the included JSON schema and CSV sample to map fields to your CMMS. Enforce asset_id and priority as required, normalise picklists (skill_level, work_type) to CMMS values, run a 10–25 row test import, then iterate mapping before production import.
Should photos be mandatory, and how do I store them?
Require at least one photo for safety or ambiguous faults (leaks, damaged guards, burnt wiring). Store images on a shared server or cloud storage and include the image URL in the JSON/CSV payload so the CMMS can link attachments to the work order.
How do I handle safety/LOTO on intake?
Include a short, mandatory safety checklist in the intake (Is LOTO required? Is confined space involved? Permit obtained?). If safety flags are set, route the request to the appropriate safety reviewer or block auto-dispatch until sign-off is recorded.
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Field Service Features
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