43 templates, ready once installed
Preview before installing, then change the fields, pages and steps as you like
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43 templates
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Architecture projects and drawings
Manage architectural projects, drawing revisions, RFIs, material submittals and site issues
About this template
Request client signatures on design engagement agreements and keep signed PDFs
Clients see only their own projects and drawings under review or issued
DWG files are stored without preview
External email is not sent
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Bookkeeping firm
Monthly periods, document requests, manual receipt checks and client PDF review
About this template
Opens up to 100 clients per batch and continues every five minutes
Service defaults are fixed in the workflow
Reference edits must be mirrored there
No OCR, invoicing-platform integration, tax filing, e-signatures or external email
Anonymous uploads require manual matching
Internal working papers stay in a separate private table
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Business trips
Applicants request trips and managers approve them
About this template
Administration books travel from a desk highlighting departures within 7 days, with records and calendars in the trips table
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Content calendar
Track my content and releases within 7 days, with list, board and calendar tabs in one shared table
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Contracts
Manage contracts and payments, see agreements ending in 90 days on the overview, and automatically calculate received and outstanding amounts
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Customers and deals
See my open deals, contacts due today and deals closing in 30 days
About this template
One entry each for customers and deals, with customers shared across Apps
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Daily sales report
Submit sales reports and check the stores I reported today, with list and calendar tabs in one table
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Department budgets
Submit budgets, review approvals and track your requests from home
About this template
Finance records funding in the budget table and managers see the overview
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Brand design studio
Brand design cases from brief, quotes and materials to internal drafts, client proofs and delivery
About this template
Request client signatures on design agreements and keep signed PDFs
Clients see only their own cases, quotes and proofs
Internal drafts and costs stay with the team
Clients sign in with a DSM account
External email is not sent
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Announcements and policies
Read announcements, confirm reading and find documents due for review from one overview
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Expense reimbursement
Submit expenses and track your requests from home
About this template
Cashiers handle payments in the expense table and managers see the overview
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Facility repairs
Anyone reports a fault with photos
About this template
Dispatch a technician, track to fixed, and tell the reporter
The home page shows waiting and open repairs, cost and charts by type, technician and urgency
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Field service
Repair jobs from report to dispatch, on-site photos, labor hours and parts (stock is deducted and low stock is flagged), client sign-off and billing, plus quotes and change orders
About this template
Technicians see only their own jobs
Clients with their own DSM account report faults, see their own jobs and accept finished work
Not included: offline use, GPS or route planning, electronic signatures (photograph a signed paper form), issuing invoices or emailing outside clients
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Asset register and loans
See overdue loans at a glance, log equipment loans and track company assets and keepers
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General approvals and seals
Applicants submit requests, managers approve them, and administration tracks approved requests due within 7 days from its document-handling desk
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Interior design projects
Manage interior design projects, rooms, materials, quotes, changes, purchases and inspections
About this template
Request client signatures on design agreements and keep signed PDFs
Clients see only their own project materials, quotes, changes and inspections
Purchases and costs stay private
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Inventory in and out
Record goods received and shipped
About this template
Stock updates itself and warns when it runs low
The home page shows items, total stock and sold-out items with stock and movement charts
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Invoices
Register receivable and payable invoices with scans, track overdue receivables on the overview, and find all invoices and the payment calendar in the invoice tabs
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IT access requests
Applicants request access, managers approve, and IT provisions it from a desk showing access expiring within 7 days
About this template
App managers have a separate overview
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Law firm matters
Request client signatures on engagement agreements and keep signed PDFs
About this template
Each matter opens on its own tabs for parties, evidence, filing reviews, deadlines and time entries
Partners approve conflict checks
Clients see only their own matter progress, hearings, requests and delivered files
Internal evidence, drafts and time stay private
Statutory deadline calculation, court e-filing, trust accounts and external email are not included
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Leave, quotas and clock-in (advanced)
Role-specific leave, allowances and web clock-in with holidays and adjusted working days
About this template
See personal allowances and those expiring within 30 days, without payroll or time-clock integration
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Leave and overtime
Employees request leave and overtime from their home, managers approve in My work, and app managers see the leave overview
About this template
Records and calendars live in table tabs
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Tasks and issues
See my open, overdue and upcoming tasks and requests, with shared table, board and calendar tabs
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Support tickets
Track customer questions, returns, exchanges, repairs and refunds in one place, assign handlers and remind them on the due day, with a progress board, ticket counts by type and refund totals
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Marketing campaigns
Propose campaigns and track your requests from home
About this template
Marketing staff use tables for current campaigns, calendar and results, with an overview for managers
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Media and partners
Manage contacts and interactions, with my contacts and follow-ups due today on the overview
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OKR tracking
Update my open key results, then explore objectives, key results and the team overview
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Onboarding and offboarding
Handlers see assigned items and deadlines within 7 days in My onboarding tasks, managers approve requests, and HR tracks onboarding and offboarding progress
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Photo delivery
Bookings by start and end time that may not overlap (cancelled ones free their time), client questionnaires, JPEG/PNG batch upload and picking, and proof approval marking a case ready for final files
About this template
RAW files stay in a private table
Each client needs a DSM account
Questionnaires use an action form and background processing, only while booked
Bookings lock one studio calendar, not separate photographers or venues
Case dates and bookings are maintained separately
No anonymous enquiries, conditional questions, e-signatures, external email or RAW previews
One approved proof marks ready
This does not certify all proofs or delivery
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Projects and milestones
Track my milestones and deadlines within 7 days, with one entry for shared projects and milestones
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Purchase requests
Submit and track your own purchases from home
About this template
Purchasing staff track orders, deliveries and items needed within seven days
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Quotes
Create quotes and track your requests from home
About this template
Sales handles replies and quotes expiring within seven days in the table, with an overview for managers
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Recruiting
Manage openings and candidates, see my interviews today and in the next 7 days on the overview, and use table tabs for lists, the pipeline and the interview calendar
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Resource booking
Book meeting rooms, equipment and vehicles by time slot
About this template
One resource is never booked twice, and weekly series take one submission
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Inspections and fixes
Log inspections and track my open and overdue corrective actions, with board and deadline calendar tabs
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Seats and equipment
Put seats and equipment on each floor plan, colored by in use, vacant or under repair
About this template
Search a name or extension to find it
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Shelf life
Start with batches expiring within 30 days and unhandled expired stock
About this template
Log receipts and get expiry reminders
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Suppliers
Supplier directory and delivery ratings, with contracts ending in 30 days on the overview
About this template
Share suppliers with other Apps
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Supplies requests
Employees request supplies and track their own requests from home
About this template
Administration handles issuing and stock, with an overview for managers
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Team weekly report
Write and review my weekly reports, recent reports and requests for team help
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Video production & sponsorships
Sponsorships, shots, assets, license reminders, timecoded brand reviews and approved publication links
About this template
Upload H.264 MP4 review cuts
No proxy conversion, automatic captions, social posting, external email or e-signatures
Keep internal drafts in the private production table
Review comments are shared
Masters over 64 MiB are not guaranteed to archive
Uploads cannot resume
Review round limits are tracked manually
Masters may be staged before approval
Publication requires the approved current cut
Choose the brand contact’s DSM account when adding a sponsorship
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Weekly meeting
Track my action items and overdue work, with meetings, boards and calendars in their table tabs
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Timesheets
Log time and review my last 7 and 30 days, with date ranges for weekly and monthly analysis
See it before you install
Preview with sample rows
Click around before installing
Install wizard
Match roles to DSM groups and choose the currency
Filter by industry
Browse on a phone
Questions
Can I change a template
Yes, fields, pages, steps and permissions can all be changed after installing
Do templates include sample data
You can preview with sample rows before installing, an installed template starts empty with reference data such as leave types
How do I set the currency
Choose it during installation
Can templates share customer data
Yes, customers and suppliers are shared tables
The template I need is missing
Describe it in one sentence and let AI build it, or adapt the closest template