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.

The new workflow dialog in Lattney, with "Choose a template" selected
Start with a Template

BROWSE OUR TEMPLATES

Find the closest match

Take a look at what we have. You can customize any template to fit your needs.

A business owner shaking hands with a new client across a desk

Client Onboarding template

Run client onboarding from first contact to first check-in. Keep call notes, documents, and approvals with each client. Clients send their details through a public link.

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A candidate being interviewed across a desk

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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A technician servicing an outdoor air conditioning unit

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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A planted garden bed beside a curved brick path

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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A consultant and a client looking at a laptop together in an agency studio

Consultant Agency template

Take on a new agency client from first enquiry to the day work starts. Screen the request, agree the brief, collect the signed agreement, and gather the files and access in one place.

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An agent showing a tablet to a couple on the porch of a home

Buyer Onboarding template

Take on a new buyer from first enquiry to first showing. Collect the wish list, the budget, the signed agreement and the pre-approval letter, then send property options and get feedback back.

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A contractor and a homeowner looking at a tablet in a half-renovated kitchen

Renovation Project template

Run renovation projects from intake to final review. Collect the scope, the proposal, the cost, the start date, and the final documentation as the job moves. Clients approve the proposal through a public link.

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Stacks of paper documents and open file folders on a wooden desk beside a laptop

Document Intake template

Collect documents from any client without chasing them. Your client uploads through a secure link, your team reviews what came in, and every file stays on the client's record.

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