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Start with the template for your industry.

Each template sets up the stages, roles, checklists, approvals and documents your industry uses. Same platform, different starting point.

Technical Services

  1. Lead
  2. Inspection
  3. Quote
  4. LPO
  5. Work order
  6. Technician

Door motor replacement at a villa: inspection, quote, LPO, two-person job, JCR, invoice, AMC offer.

See the Technical Services template

Facilities Management

  1. Client
  2. Property
  3. Asset
  4. SLA
  5. PPM or reactive
  6. Team

Tower with 140 assets: monthly PPM visits generated, reactive tickets timed against SLA, one invoice per contract.

See the Facilities Management template

HVAC & MEP

  1. Lead or site
  2. Equipment
  3. Survey
  4. Estimate
  5. Service or install
  6. PPM

Chiller breakdown: ticket, nearest qualified technician, spare from van stock, report signed on site.

See the HVAC & MEP template

Security & CCTV

  1. Survey
  2. BOQ
  3. Quote
  4. Approval
  5. Install
  6. Device register

64-camera install: BOQ quote, staged installation, serials captured per camera, handover pack, annual maintenance.

See the Security & CCTV template

Doors & Gate Automation

  1. Lead
  2. Measurement
  3. Quote
  4. LPO
  5. Procurement
  6. Install

Sliding gate automation: measurements on site, quote with operator options, PO to supplier, install, warranty starts at handover.

See the Doors & Gate Automation template

Maintenance

  1. Request
  2. Diagnose
  3. Assign
  4. Repair
  5. Report
  6. Recurring service

Villa maintenance request: logged from the portal, diagnosed on first visit, parts reserved, repair report sent same day.

See the Maintenance template

Contracting

  1. Opportunity
  2. Estimate or BOQ
  3. Project
  4. Procurement
  5. Site progress
  6. Variation

Fit-out project: BOQ, milestones, two approved variations, POs against budget, progress invoices.

See the Contracting template

Cleaning Services

  1. Contract
  2. Site
  3. Shift
  4. Team
  5. Attendance
  6. Checklist

Office contract: daily shifts, attendance at check-in, supervisor checklist with photos, monthly invoice.

See the Cleaning Services template

Trading & Distribution

  1. Lead
  2. Quote
  3. Sales order
  4. Stock
  5. Pick and pack
  6. Delivery

Distributor order: quote, stock reserved, delivery with signature, invoice, payment allocated.

See the Trading & Distribution template

Professional Services

  1. Lead
  2. Proposal
  3. Engagement
  4. Tasks
  5. Timesheet
  6. Deliverable

Consulting engagement: proposal accepted, tasks and timesheets, monthly invoice from logged hours.

See the Professional Services template

Different kind of service business? Choose “Other service business” at signup for a general template you can shape yourself.

Set up your workspace in minutes.

Start with the template for your industry. Invite your team when you are ready.