Features · Industry templates
Pick your trade. Start working.
Twelve templates, each with the lists, fields and deal stages that kind of business uses. Pick one when you sign up, or later in Settings.
14-day free trial. No card needed.
Start with familiar words
Lists and stages that fit the work you do.
Preview what a template adds before you pick it. Existing records stay in place, and optional sample records give you something to explore.
- Lists, fields and deal stages added in one step
- Anything you already have is left alone
- Optional sample records, removable with one button
See it first. Add it in one step.
Step 1: You see what it adds
Every list, field and deal stage, before anything is added.Step 2: It's added in one step
Anything you already have is left alone, and deal stages stay as they are once you have deals.Step 3: Sample records, if you like
They're all made up, and they all go with one button.
Look around first
A made-up business, two months in.
With sample records on, a new workspace isn't empty. It has a small business in it, in your trade's own words, so Home, the board, your lists and the reports have something to show on the first day.
- Clients and companies, deals in every stage, tasks, appointments and notes, plus rows in the template's own lists.
- Overdue, due today and coming up, so Home has something to tell you.
- Every name, address and number is made up.
- One button in Settings removes every sample record and nothing you added yourself. Samples don't count toward a plan's record limit.
Make it yours
Pick how it looks, then get to work.
The last step of sign-up is yours: choose a look, a colour and how Home is arranged. Skip it, or change any of it later in Settings. Each person chooses their own, and it only changes what they see.
- Twelve looks, three of them in light and dark: Flux Original, Flux Glass, Colourful Glass.
- Your own accent colour for buttons and highlights.
- Three Home layouts: Classic, Simple, Assistant. Classic shows everything at a glance, Simple keeps three big numbers and what is on today, and Assistant puts Cybie's bar up front.
All twelve templates
Open one to see what it adds, or start your trial with it.
- Auto dealer / auto repairVehicles on the lot, repair orders in the bay, trade-ins and test drives.Try it with the Auto dealer / auto repair template
- Real estateListings, showings and transactions, from first call to closing table.Try it with the Real estate template
- Contractor / field serviceEstimates, jobs and work orders, plus the equipment you service.Try it with the Contractor / field service template
- Agency / consultantProposals, projects, retainers and deliverables for every client.Try it with the Agency / consultant template
- Credit / financial servicesCredit files, bureau disputes, enrollments and loan applications.Try it with the Credit / financial services template
- Trucking / freightLoads, trucks, trailers, drivers and lanes, all in one place.Try it with the Trucking / freight template
- RoofingInspections, estimates, insurance claims, jobs and material orders.Try it with the Roofing template
- Insurance agencyQuotes, policies, renewals and claims for every household and business.Try it with the Insurance agency template
- Law firmIntake, conflict checks, matters, court dates and deadlines.Try it with the Law firm template
- Landscaping / lawn careProperties on your route, recurring plans, jobs, estimates and treatments.Try it with the Landscaping / lawn care template
- Cleaning servicesLocations, booked cleans, recurring plans, quotes and your cleaners.Try it with the Cleaning services template
- Property managementProperties, units, tenants, leases, maintenance and inspections.Try it with the Property management template
Good to know
- Who can add one
- Owners and admins
- Changing your mind
- There's no single undo for a template: the lists it added are removed one by one
- More than one
- Add another template later from Settings; what's already there is left alone
Find your trade. Make it yours.
Start your trial with a template, explore the sample records, then add your own work.
14-day free trial. No card needed.