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Solution Template Installation Guides
Learn how to install, configure, and use solution templates
Automotive Service Management
Improve servicing and record-keeping for automotive service requests. Ensure that all vehicle inspection tasks, including information such as vehicle parts and equipment, are accurate to provide the best customer service.
Automotive Shop Floor Management
Receive, review, and approve vehicle service bookings easier and faster and double your efficiency in shop floor management using this Solution Template.
Organize your client information according to class, address, type, and contracts.
Review, approve document submissions, and remove the risk of missing or outdated documents and document information with this solution template.
Equipment Checkout: Improve visibility in tracking and your equipment inventory using this template. Experience enhanced efficiency in updating your inventory records while reducing risk and error in managing the check-out and return process for every piece of equipment.
Keep track of the status of your assets and mitigate risks with the Facilities Management Solution Template. Minimize errors in data recording and manage equipment and service requests, including documents and permits for effective asset management.
Facilities Management: Service Booking
Streamline your scheduling processes and track each service booking for each of your available assets.
Facilities Management: Work Order Attendance (Batch)
Improve visibility in monitoring batch tasks. Keep records of work orders and tasks updated as soon as they are logged to minimize errors in work order approval.
Facilities Management: Work Order Attendance (Individual)
Improve visibility in monitoring individual tasks. Keep records of work orders and tasks updated as soon as they are logged to minimize errors in work order approval.
Facilities Management: Work Order Processing
Manage, monitor, and process ongoing work orders for Facility Management. Keep track of the tasks and progress of your work order, including the required service for your assets and additional materials for repair and maintenance.
Facilities Management: Work Order Tools Inventory
Optimize inventory tracking from created work orders. Ensure that inventory data and all material releasing information are accurate for Facility Management purposes.
Field Service Management
Provides increased efficiency with your workflow, making your business operations more streamlined by improving visibility in tracking tasks.
Field Service Management for HVAC
Manage, monitor, and process service requests for field service specifically for HVAC-related workflows.
Gain more visibility of your inventory items by keeping your item records updated and request inventory item transfers across different locations in your organization.
Improve managing and tracking inventory transfers to and from different locations such as branches or warehouses.
KYC Lending (Individual)
Improve your KYC data collection and processing through this template. The KYC Lending (Individual) Solution Template contains all the basic forms and records you will need for KYC procedures for your individual clients. This Solution Template includes basic Customer Information, such as ID Types, List of Industries, to Risk Classification.
Make submitting and tracking leave applications more convenient and efficient.
MRO Equipment Meter
Create and record different sets of meter readings according to specific types of MRO equipment.
MRO Material Management
Streamline the material request process for your MRO workflows. Make sure that the necessary materials are aligned with the correct work order details to minimize error in data handling.
MRO Purchase Request
Expedite the purchase requisition process and improve supply chain management for MRO materials with this solution template.
MRO Service Booking
Create a service boooking process that's convenient and responsive to provide the best customer service for MRO-related workflows.
MRO Work Oder Management
Improve the efficiency of work order creation for MRO-related workflows. Choose between a Basic and Advanced template for equipment and facility maintenance, repair, and operations.
Streamline the process of fling employee purchase requests and supervise every step in the submission for review and approval.
Streamline vendor interactions by ensuring that all data and record information are correct and accurate.