Launch processes in days, not weeks.

Pre-built templates give you enterprise-grade workflows, data models, and dashboards from day one - then flex to fit as you grow.

Thanks Mel AFG Rural AI Business Plan Block 5 Consulting Torsion Homes EDL Energy Guardian Childcare Parklands Christian College Zalt Grant Wealth Managment

What's in a template?

Pre-built data structures

No database modelling from scratch.

Online Forms

Efficiently capture clean data the first time.

Workflows & Actions

Effective operations straight out of the box.

Dashboards & Reports

Instant access to reporst and visibility on progress.


How it works - in three quick steps


  1. Pick a template.
  2. It gets deployed.
  3. Login and Go.



Template Catalogue

Explore the process templates that you can access below:

Financial Management

Accounts Payable

Take control of spending — track invoices, approvals, and payments effortlessly with our Accounts Payable template.

Accounts Receivable

Get paid faster — manage billing, track outstanding invoices, and automate follow-ups with ease.

Budgeting

Plan with confidence — build, adjust, and visualize budgets to stay on top of your financial goals.

Purchase Requests

Streamline procurement — submit, approve, and track purchase requests with full visibility and control.

Quoting

Create and send professional quotes in minutes — track approvals and win more business with less hassle.

Conveyancing

Simplify property transactions — manage documents, deadlines, and stakeholders all in one streamlined template.

Human Resources

Applicant Tracking

Simplify selection processes with our Applicant Tracking template—manage candidates, stages, and decisions in one clear view.

Blue Card Management

Stay compliant with ease — track Blue Cards, renewals, and forecast expiries all in one secure location.

COI Register

Promote transparency — log, monitor, and manage conflicts of interest with smart, searchable registers.

Leave Requests

Easily manage time off with our Leave template — track requests, approvals, and leave balances all in one place.

OKRs

Stay aligned and on target — our OKR template helps you set, track, and visualize goals with clarity.

Performance Reviews

Streamline feedback and growth with our Performance Review template — automated, organized, and insight-driven.

Staff Index

Keep your team info at your fingertips — organize, update, and access staff details in one central place

Staff On/Offboarding

Make every transition smooth — automate onboarding and offboarding tasks for a seamless staff experience.

Asset Management

Asset Tracking

Know what you own — track asset location, status, and value with total clarity.

Inventory Management

Stay stocked and in control — manage inventory levels, movements, and receive alerts in real time.

IT Assets

Keep your tech in check — monitor hardware, software, and lifecycle data all in one place.

Software Licences

Never miss a renewal — track software licences, usage, and compliance effortlessly.

Vehicle Register

Manage your fleet smarter — log fuel cards, maintenance, and availability with ease.

WHS Assets

Stay safe and compliant — track safety gear, inspections, and WHS equipment in one reliable system.

Projects & Processes

Agile Management

Plan, prioritize, and deliver work efficiently — manage backlogs, sprints, and team collaboration with ease.

Document Archiving

Keep records, not clutter — archive data securely for easy retrieval and peace of mind.

Bug Tracking

Squash bugs fast — log, assign, and resolve issues with a clear, collaborative workflow.

Business Processes

Optimize workflows end-to-end — design, automate, and monitor processes for maximum efficiency.

Form Builder

Create custom forms in minutes — capture data seamlessly with no coding needed.

Management Reporting

Turn data into decisions — generate clear, insightful reports that drive smarter business moves.

Product Roadmap

Chart your product's path — align priorities, timelines, and teams with a clear, strategic roadmap.

Project Management

Drive projects forward — manage tasks, resources, and deadlines seamlessly from start to finish.

Release Cycles

Ensure smooth launches — track releases, approvals, and deployment steps with full control.

Complaince & Records

Business Continuity

Prepare, respond, and recover — help your business stay running smoothly, whatever comes your way.

Insurances

Manage policies and renewals — keep your coverage up-to-date and easily accessible.

Licence Register

Track licences and certifications — stay compliant with automated reminders and records.

Non-Disclosure Agreements

Manage confidentiality — create, track, and store NDAs with ease and security.

Policies

Keep everyone aligned — organize and share company policies clearly and accessibly.

Procedures

Standardize success — document and streamline your business procedures for consistent results.

Rapid Advantage

Accelerate decision-making — quickly capture and act on key insights and opportunities.

Requests

Simplify submissions — track and manage all types of requests in one efficient system.

WHS - Incidents

Report and resolve workplace incidents swiftly to maintain a safer environment.

WHS - Saftey Data Sheets

Organize Safety Data Sheets for easy access and compliance at your fingertips.

Risk Management

Identify, assess, and mitigate risks to protect your business proactively.

RIA Requests

Streamline information requests — manage, track, and respond efficiently and transparently.

Customer Egagement

CRM

Build better relationships — track interactions, manage pipelines, and grow customer value in one place.

Client Onboarding

Welcome clients with ease — automate tasks and ensure a smooth, professional start every time.

Communication Campaigns

Plan, launch, and track campaigns — Automatically send bulk emails, texts, or media to your audience lists — fast, targeted, and hassle-free.

Enquiries

Capture and respond to enquiries fast — stay organized and never miss a follow-up.

Event Management

Organize and execute events seamlessly — manage schedules, attendees, and logistics in one central hub.

Feedback Collection

Collect meaningful input — automate feedback gathering to drive smarter decisions.

Leads & Opportunities

Track and nurture leads — turn interest into action with a clear view of every opportunity.

Surveys

Design and distribute surveys easily — gather data and insights to fuel better outcomes.

Account Management

Keep every client relationship on track — centralize contacts, communications, and key account details.

Facilities & Operations

Building Maintenance

Stay on top of upkeep — schedule, track, and manage maintenance tasks with ease.

Force Org

Visualize your structure — organize teams, roles, and resources for operational clarity.

Logistics Logbooks

Record and review movements — track vehicle and equipment usage with detailed digital logbooks.

Looking for something new?

Our team are always exploring new industries and building towards the future. Talk to your Customer Sucess Manager about what's next on our roadmap, or reach out with your new template idea so we can add it to the list.


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