READY-MADE WORKFLOWS + FULL CUSTOMIZATION

Start with a ready-made industry.
Or build your own.

Choose one of 11 ready-to-use workflows, or define your own customer fields, services, prices and follow-up schedule.

01
Vaccines and wellness on schedule

Veterinary Clinics

Track pet, owner, microchip, vaccination and preventive-care history. Send the owner a prepared follow-up before the next visit is due.

Vaccines · Rabies · Parasite prevention · Wellness
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02
Stay ahead of compliance dates

Fire Safety

Track extinguishers, cabinets and safety equipment by type, location and last inspection. Contact each business before recharge or renewal is due.

Recharge · Pressure · Equipment · Compliance
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03
Never miss a filter replacement

Water Filtration

Record systems, filters, membranes and prices. Bring customers back on their 6–12 month replacement cycle.

Filters · Membranes · Maintenance · Replacement
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04
Bring customers back before the season

HVAC

Save equipment, location, maintenance and replaced parts. Follow up before annual service or seasonal checks are due.

Annual service · Refrigerant · Filters · Cleaning
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05
Keep technical maintenance on track

Generator & UPS

Track generator and UPS maintenance, batteries, oil, filters and load-test history, with every upcoming inspection clearly scheduled.

Battery · Oil and filters · Load test · UPS
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06
Manage every recurring treatment

Pest Control

Record treatments for restaurants, hotels and workplaces, then follow up on monthly, quarterly or business-specific service intervals.

Treatment · Rodent control · Gel · Follow-up
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07
Renew certificates on time

Calibration & Inspection

Manage serial numbers, locations, inspections and certificate dates for scales, meters and other equipment.

Calibration · Verification · Certificates · Labels
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08
Keep security systems maintained

Security & Alarm

Record camera, alarm panel, sensor and battery work, then bring the business back before its annual system check.

Cameras · Alarms · Sensors · Batteries
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09
Plan performance service

Solar Maintenance

Document panel cleaning, inverter, connection and performance checks, and schedule the next annual service.

Panels · Inverters · Performance · Thermal checks
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10
Keep sanitation dates visible

Water Tank Cleaning

Record capacity, location, cleaning and disinfection history, then contact the property when periodic service is due.

Cleaning · Disinfection · Seals · Sampling
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11
Keep periodic work documented

Elevator Maintenance

Track building, elevator and stop details with completed work and the next planned inspection date.

Preventive service · Brakes · Doors · Emergency systems
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DON'T SEE YOUR INDUSTRY?

Build your own workflow

Define what you track, your fields, services, prices and repeat schedule without changing the product.

Custom fields · Service list · Prices · Follow-up schedule
Build a sample workflow →
BUILT AROUND YOUR BUSINESS

Use a ready workflow
or create your own.

Try the live demo →