Looking for a template

Dawsonmt

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

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!