Überblick
The template library contains industry-proven templates for common tasks. This saves you the effort of building a template completely from scratch.
Schritt für Schritt
Open and filter the library
Open the template library and filter by trade or task, such as 'handover', 'maintenance', or 'inspection'. Use the search bar to find matching templates even faster.
Preview the template
Open the detailed view to review the fields and layout. This allows you to check beforehand if the template fits your workflow.
Import to your workspace
Import the template into your workspace. This creates your own copy, meaning any changes you make will only affect your version.
Customize for your business
Open the copy in the builder to customize fields, logos, and labels. Once updated, the template is ready for your team to use in the field.