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Template marketplace

Install a template, try it safely, or publish your own.

Browse templates other companies have published, try one in a sandbox before installing it, and publish your own setup for other companies to use.

  1. 01

    Open the marketplace and pick a template

    From the sidebar, open Marketplace. Every published template lists which tables, fields, and dashboards it adds before you install it.

    Template marketplace

    BrowseMy templates

    Australia Law Firm Seed Template

    Legal

    Matter fields on Projects, plus Invoices, Time & Fee Entries and a trust ledger.

    Latest version (v4)

    Australian Property Developer

    Real Estate

    Feasibility, loan phases and budget lines for a development.

    Try itInstall

    Cafe Rostering

    Hospitality

    Staff rostering and kiosk check-in for a cafe, restaurant or retail floor.

    Try itInstall

    The row is a summary. The full manifest appears when you click Install

  2. 02

    Try it in a sandbox first

    One click spins up a separate sandbox company with the template already installed and loaded with sample data, so you can see whether it fits before installing it on your real company.

    Trial workspace

    Trial workspace: try out the template, then decide.Keep itEnd trial

    Trial: Australia Law Firm Seed Template

    Matters4 sample records
    Invoices4 sample records
    Time & Fee Entries4 sample records
    Trust Transactions4 sample records

    A separate company, not a preview mode

  3. 03

    Publish your own setup as a template

    If you have built a table or a dashboard that works well, switch to the My templates tab and publish it. It stays a draft until you choose to release it, and other companies install it the same way you installed anyone else's.

    My templates

    Conveyancing setup

    Draft

    Matter fields, a settlement board and two saved views.

    PublishManage
    Add to templateNew template

    Publishing is immediate. There is no review step