Forms for operations teams
Operations forms exist to turn scattered requests into a queue. The failure mode is not a form nobody fills in — it is a form that arrives without the one detail needed to act, so every request costs a round of clarifying messages. These templates ask the triage questions up front: what, where, how urgent, and a photo.
8 templates · free plan includes 500 responses a month · no card
Location, issue type, urgency triage, and a photo for the facilities team.
Category, impact, an asset-tag branch for hardware, and a screenshot upload.
Reserve shared gear with pickup and return dates and a responsibility signature.
Budget line, vendor, items, estimated total, and the approval status.
Company details, service category, business address, and a tax-document upload.
Pick a space and a time slot, headcount, and the setup you need in the room.
What happened and where, an injury branch, witnesses, and a signed confirmation.
A pass / fail matrix for the walk-through, corrective actions, and hazard photos.
What to get right
Make urgency self-describing
High, Medium and Low gets everything marked High. "Safety hazard, needs attention today" and "Routine, whenever you get to it" get honest answers, because people can see which one describes their situation. Write the levels as sentences and the queue sorts itself.
Ask for a photo before you ask for a description
One picture of the leak, the error screen or the damaged equipment answers half the diagnostic questions before anyone walks over. File uploads are on the free plan, so this costs nothing but a question.
Route by answer, and say what happens next
A request-type dropdown plus conditional logic turns one form into several queues, and the Slack integration on Pro puts each one in the channel that owns it. Then state the turnaround time on the ending page. Most chasing messages are not impatience — they are uncertainty about whether the request landed at all.
Questions people ask
Can I build an inspection checklist in a single question?
Yes. The matrix question type gives you rows of checks against columns such as Pass, Fail and N/A, which is how the safety inspection template is built. It keeps a twenty-point walkthrough to one screen instead of twenty.
Can tickets go straight into Slack or a spreadsheet?
Both. Google Sheets, webhooks, Zapier and email notifications are on the free plan; Slack, Notion and Airtable are on the $14.99 Pro plan. The Slack channel is set per form, so facilities and IT requests do not land in the same place.
Can staff book a room or a piece of equipment?
The scheduler question handles time-slot booking against your Google or Outlook calendar and prevents double-booking with a unique database constraint. For equipment, the checkout template pairs a request with an e-signature so there is a name attached to the item — e-signature needs the Pro plan to publish.
Is there an API for pushing responses into our own systems?
Webhooks are on the free plan and are the right tool for pushing each submission somewhere as it arrives. A public REST API for reading and managing forms is on the Business plan at $24.99 a month, which also adds a custom domain and 25,000 responses.
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