Looking for a template

I am new to Smartsheet. I am looking for a template that I can use for reserving "Pool Vehicles. I would like to have a link to a form that the customer can open fill out contact info, type of vehicle needed, and dates needed. on the admin side I would like to see the request, what vehicles are already reserved and dates that vehicles are open, reserve the date and reply

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Melissa Yamada

Hey there! That's a great question, and a very common use case for Smartsheet. I'm happy to help you get started with a solution.

The best template for what you need is the Team Travel Management template. It's a fantastic, ready-to-go solution that has all the core pieces you're looking for, and you can find it here:

Team Travel Management Template Link

Here's how it fits your request perfectly:

A link to a form: The template comes with a Team Travel Requests sheet that is already connected to a Smartsheet Form. You can easily customize the form fields to ask for the customer's contact info, the type of vehicle needed, and the dates for the reservation.
The admin side: It includes a Team Travel Dashboard. This is your command center! From here, you can see all incoming requests in one place, view a calendar of all confirmed bookings, and get a quick overview of what's already reserved.
Reserving and replying: You can manage all requests from the dashboard. When a new request comes in, you can approve or deny it on the main sheet. You can even set up automations to automatically send a confirmation email to the customer once their reservation is approved, which saves you from having to reply manually every time.

Hope this helps you get started on the right foot!

Naeem Ejaz

I have been using smartsheet for Vehicle Request forms and Driver Request forms and using generate document I have also automated the receipts in the printed form.
And a dashboard is there for the requests to view and reserved vehicles.

Dawsonmt

Thank you for your response. Would you be able to share a template? I just started looking and trying to learn spread sheet, and completely clueless where to start.

Thanks,

Coby

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