Workspace Templates

A clean personal to-do board — statuses, priorities, and due dates. Running in under a minute.

• Statuses, priorities, and due dates out of the box
• Smart fields — category, important flag, reminder, notes
• Fits the free plan — no setup, just start adding tasks

Coordinate a small team: a request form that opens tasks, an owned task board, and a live dashboard.

• Intake form turns requests into tasks
• Owners, labels, estimates, and budget on every task
• A project + live dashboard, all on the free plan

Proposals and contracts with built-in e-signature — a Clients book, a pipeline, and three signable document templates, free.

• Three signable document templates — proposal, services agreement, statement of work
• Client signs free in the browser after email verification; you both get the executed copy
• Proposal fills itself from the engagement — value, client, title as pills

A drag-and-drop deal pipeline with linked Companies and Contacts, live win-rate analytics, and new-account automation.

• Drag-and-drop deal pipeline (kanban)
• Companies + Contacts books, linked to every deal
• Live pipeline analytics + new-account automation

Ticket intake, an SLA-tracked board, and linked client + asset inventories for a managed-services desk.

• Public ticket-intake form → drag-and-drop board
• Recurring revenue per client — seats, monthly fee, renewal dates, MRR on the dashboard
• SLA reminders + new-client onboarding automation

A public application form into a drag-and-drop candidate pipeline, linked requisitions, and one-click offer letters.

• Public application form → drag-and-drop candidate pipeline
• Salary bands on every role; offers recorded so you can report on them
• One-click offer-letter document + new-applicant alerts

Service calls, installs, maintenance plans, and inventory — everything a residential HVAC shop needs.

• Customer + equipment history with warranty tracking
• Maintenance plan tiers and renewal automation
• Parts inventory across truck and warehouse

Clients, campaigns, deliverables, and retainer hours — consolidate Asana + Toggl + HubSpot into one workspace.

• Client-by-client campaign tracking with retainer hour caps
• Cross-channel deliverable workflow (paid ads, SEO, content, email)
• Asset library + creative review pipeline

Bids, jobs, per-classification crew labour, change orders, progress billing and lien waivers for a trade sub working under GCs.

• Crew hours by worker, by day, by classification — the record certified payroll asks for
• Prevailing wage handled: one worker, two classifications, two rates, one week — priced onto a T&M billing
• Change orders pause for your approval, then draft the priced authorisation — nothing is emailed to the GC on its own

Work orders, dispatch, and invoices for any trade — set up in minutes.

• Public service-request form → jobs on your dispatch board
• Customer, equipment, and materials linked to every job
• One-click branded invoice with line items + payment follow-up