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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
- Lead
- Inspection
- Quote
- LPO
- Work order
- Technician
Door motor replacement at a villa: inspection, quote, LPO, two-person job, JCR, invoice, AMC offer.
See the Technical Services template
Facilities Management
- Client
- Property
- Asset
- SLA
- PPM or reactive
- 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
- Lead or site
- Equipment
- Survey
- Estimate
- Service or install
- PPM
Chiller breakdown: ticket, nearest qualified technician, spare from van stock, report signed on site.
See the HVAC & MEP template
Security & CCTV
- Survey
- BOQ
- Quote
- Approval
- Install
- 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
- Lead
- Measurement
- Quote
- LPO
- Procurement
- 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
- Request
- Diagnose
- Assign
- Repair
- Report
- 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
- Opportunity
- Estimate or BOQ
- Project
- Procurement
- Site progress
- Variation
Fit-out project: BOQ, milestones, two approved variations, POs against budget, progress invoices.
See the Contracting template
Cleaning Services
- Contract
- Site
- Shift
- Team
- Attendance
- Checklist
Office contract: daily shifts, attendance at check-in, supervisor checklist with photos, monthly invoice.
See the Cleaning Services template
Trading & Distribution
- Lead
- Quote
- Sales order
- Stock
- Pick and pack
- Delivery
Distributor order: quote, stock reserved, delivery with signature, invoice, payment allocated.
See the Trading & Distribution template
Professional Services
- Lead
- Proposal
- Engagement
- Tasks
- Timesheet
- 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.
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Start with the template for your industry. Invite your team when you are ready.