Candidate Hiring template
Track candidates through application, screening, interviews, and offer approvals. Document feedback at each stage and keep every hiring decision in one place.
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WORKFLOW TEMPLATES
Don't start from scratch
Ready-to-use workflows for common service company processes. Each template includes the stages, approvals, and fields already set up. Start with one, then change any step to match how your team works.
Whether you are onboarding a new client, reviewing a proposal, or signing off on a completed job, each workflow gives you a clear, repeatable process to follow.
Pick a template and run your process today.
HVAC Service template
Run service jobs from request to invoice. Assign technicians and document the work at each visit. Clients submit requests and follow progress through a public link.
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Landscaping template
Run landscaping projects from site visit to sign-off. Document measurements, proposals, and scope changes at each stage. Clients submit info and follow progress through a public link.
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WORKFLOWS + CRM
One platform. All your workflows.
- No credit card required
- Fast and easy onboarding