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Browse by industry or workflow, from purchase requests to employee onboarding.
Expense reimbursement
Receive individual expense claims, review receipt references against saved per-expense limits, and record approval or reimbursement.
Security exception management
Track time-limited security exceptions with a risk owner, compensating controls, recorded assessment and remediation evidence.
Employee probation reviews
Coordinate employee probation reviews using role-specific periods, manager feedback, competency scores and documented confirmation or extension decisions.
Contract obligation tracking
Keep contract-linked obligations, due dates, evidence references, verification notes and recorded waivers in one shared workspace.
Warranty claims management
Receive product warranty claims, review coverage and proof, coordinate repair or replacement, and retain the decision history.
HVAC service management
HVAC service management template for small teams: manage service jobs, customer approvals, technicians, work evidence and recorded payments in ToolJet.
Landscaping job management
Landscaping job management template for small teams: manage landscape jobs, customer approvals, crews, work evidence and recorded payments in ToolJet.
Pest control operations
Pest control operations template for small teams: manage treatment visits, customer approvals, technicians, work evidence and recorded payments in ToolJet.
Pool service management
Pool service management template for small teams: manage pool visits, customer approvals, service teams, work evidence and recorded payments in ToolJet.
Appliance repair management
Appliance repair management template for small teams: manage repair orders, customer approvals, engineers, work evidence and recorded payments in ToolJet.
Solar installation management
Solar installation management template for small teams: manage installation projects, customer approvals, install crews, work evidence and recorded payments in ToolJet.
Roofing estimate management
Roofing estimate management template for small teams: manage roofing projects, customer approvals, roofing crews, work evidence and recorded payments in ToolJet.
Home inspection management
Home inspection management template for small teams: manage inspections, customer approvals, inspectors, work evidence and recorded payments in ToolJet.
Catering order management
Catering order management template for small teams: manage catering orders, customer approvals, kitchen teams, work evidence and recorded payments in ToolJet.
Bakery production management
Bakery production management template for small teams: manage bakery orders, customer approvals, production teams, work evidence and recorded payments in ToolJet.
Print shop management
Print shop management template for small teams: manage print orders, customer approvals, production cells, work evidence and recorded payments in ToolJet.
Laundry order management
Laundry order management template for small teams: manage laundry orders, customer approvals, care teams, work evidence and recorded payments in ToolJet.
Pet grooming management
Pet grooming management template for small teams: manage appointments, customer approvals, groomers, work evidence and recorded payments in ToolJet.
Tutoring center management
Tutoring center management template for small teams: manage learning sessions, customer approvals, tutors, work evidence and recorded payments in ToolJet.
Driving school management
Driving school management template for small teams: manage driving lessons, customer approvals, instructors, work evidence and recorded payments in ToolJet.
Fitness studio management
Fitness studio management template for small teams: manage training sessions, customer approvals, coaches, work evidence and recorded payments in ToolJet.
Tailoring shop management
Tailoring shop management template for small teams: manage alteration orders, customer approvals, tailors, work evidence and recorded payments in ToolJet.
Photography studio management
Photography studio management template for small teams: manage photography projects, customer approvals, photographers, work evidence and recorded payments in ToolJet.
Wholesale quote management
Wholesale quote management template for small teams: manage quotes & orders, customer approvals, fulfilment teams, work evidence and recorded payments in ToolJet.
Calibration lab management
Calibration lab management template for small teams: manage calibration jobs, customer approvals, lab benches, work evidence and recorded payments in ToolJet.
Resource & capacity planning
Plan project staffing with a weekly capacity grid, skill-specific requests, tentative bookings, leave and allocation changes.
Major incident management
Coordinate major incidents with service context, response ownership, dependent recovery tasks, an internal timeline and post-incident review.
Internal audit management
Manage internal audit engagements, scoped control tests, findings, remediation, retesting and revision-aware review evidence.
Capital expenditure management
Track capital investment proposals from cost planning and budget decisions through recorded commitments, actual spending and completion.
Business continuity planning
Connect critical services, recovery targets, dependent runbooks, exercise evidence and readiness review in one continuity planning app.
IT change management
Coordinate service changes with UTC maintenance windows, shared-service overlap checks, revision-aware reviews, dependent runbooks and post-change outcomes.
Access request management
Coordinate policy-aware access requests, revision-bound reviews, provisioning checks and periodic access certification.
Supplier corrective actions
Manage supplier responses, full-lot containment, occurrence and detection causes, dependent corrective/preventive actions and revision-specific effectiveness review.
Financial close management
A financial close workspace for reconciliation preparation, revision-aware manual reviews, prerequisite tasks, exceptions and archived close decisions.
Customer implementation
Manage customer implementation from dependent delivery work through scope decisions, revision-specific acceptance, go-live and support handover.
Equipment rental management
Coordinate reservations, equipment handovers and returns. Keep booked dates, agreed rates, inspection notes and unit readiness together.
Fleet maintenance
Track fleet vehicles, mileage, service thresholds, workshop tasks and maintenance costs in a connected fleet maintenance app.
Recruitment pipeline
Manage roles, candidates, interview feedback and hiring decisions in a connected recruiting workspace.
Event operations
Coordinate event run-of-show cues, owners, vendor commitments and readiness checks, then manage event-day execution and closeout.
RFP response management
Coordinate RFP questions, answer ownership, reviews and a documented submission decision in one response workspace.
Inventory management
Know what is on the shelf and what needs replenishing. Record receipts, issues, and stock counts, then follow reorders through arrival.
Vendor onboarding
Turn supplier intake into a clear qualification process. Track evidence, resolve review gaps, and record the decision to activate a vendor.
Order management
Keep orders moving from the first line item to delivery. Coordinate picking, packing, dispatch, and the final handover.
IT asset management
Keep equipment accounted for from registration to return. Track who has each device, its condition, and the next service decision.
Ecommerce returns management
Bring return intake, inspection, and refund decisions together. Keep each item’s condition and approved quantity connected to the final outcome.
Accounts receivable
See what is owed and what needs a follow-up. Track invoice balances, partial payments, and the next customer conversation.
Construction punch list
Bring site defects, trade ownership, and verification into one closeout workspace. Know what still stands between the project and handover.
Customer support
Give every request an owner and a next step. Keep triage, conversation notes, and resolution history together.
Cleaning business operations
Give every cleaning visit a clear plan. Coordinate site instructions, crew assignments, area checklists, and follow-up work.
Contract renewal management
Make renewal decisions before the notice window closes. Keep contract dates, review tasks, and prior terms in one workspace.
Auto repair shop management
Keep the service desk focused on the next repair. Track vehicle work orders, technicians, estimates, and promised pickup times in a shared workshop view.
Moving company dispatch
Bring the customer, route, crew, and next handover together. Coordinate moving jobs from booking through delivery with a clear shared dispatch view.
Purchase request management
Keep the request, department, reviewer, and decision together. Review proposed purchases before placing an order, with clear amounts and working notes.
Property maintenance request tracker
See which buildings need attention and keep every repair connected to its assigned vendor, status, and latest handover note.
Employee onboarding management
Give every new hire a prepared start. Create their checklist, coordinate owners and deadlines, resolve blockers, and carry onboarding through completion.
Manufacturing quality inspection
Record batch inspections, see quality holds, and give corrective actions an owner. A customizable workspace for manufacturing quality teams.
Boutique hotel operations
Give your front desk and housekeeping team a shared view of room readiness, expected arrivals, and guest requests. Shape the design and workflows around your property with AI.
Explore the apps we’ve built, with screenshots from each template.
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