Install a template

Install a ready-made set of tables and dashboards, update it later, or build your own.

On this page

Browse and install

Click Marketplace in the sidebar. Under Browse, each template shows its industry and version.

Click View demo to open a live copy first. Click Install, review the tables and fields it adds, and confirm.

Install ready-made tables and fields, or publish your own for other companies to take.

Law Firm

Legalv3

Matters, trust accounting, time and fees, and a precedent library.

Up to dateConfigureUninstall

Property Developer

Propertyv3

Projects, finance models, loans and feasibility.

View demoInstall

Cafe Rostering

Hospitalityv3

Staff rostering, kiosk check-in and shift texts.

View demoInstall

An installed template shows Up to date or Update available. Click Update to pull the new version, or Configure to add parts you skipped.

Click Uninstall to remove it.

Click My templates, then New template. Type the name, industry and description.

Click Add to template to pick the tables and fields it includes. It stays a draft in My templates.

Publish is greyed out. Hover over it and it says: Only the Diract team can publish a template to every company.