Templates-Header.jpg

TEMPLATES

Customizable Workflow Templates for Every Process

Use QuickReach's ready-to-use, customizable templates to swiftly start digitizing and automating your internal processes - no coding needed!

Department Specific Templates

HR

Disciplinary Memo Request 

HR Document Request 

Work from Home Approval 

Documentation Control 

Leave Request 

Work Log 

Employee Information Update 

Undertime Request 

Vehicle Request 

Overtime Authorization 

FINANCE

Accounts Payable 

Loan Application 

Reimbursement

Collection Management 

Petty Cash (Advanced) 

Request for Payment 

Liquidation Report 

Petty Cash (Basic) 

 Salary Advance 

Travel Expense 

PROCUREMENT

Business Card Management 

Inventory Transaction (transfers, etc) 

Employee Purchase Request 

Inventory Stock Request 

Inventory Management 

  • Equipment Checkout 

  • Warehouse Lot Management 

  • Material Request 

SALES

Lead Conversion

Industry Specific Templates

AGRICULTURAL PRODUCTION

Farm Dispatch & Delivery

Warehouse Receiving & Storage

Quality Inspections

Sourcing & Procurement

AUTOMOTIVE

Automotive After Sales Service Management 

Vehicle Service Booking 

BANKING/FINANCE

KYC Lending (Basic) 

KYC Lending (Individual) 

CONSTRUCTION

Materials Management

  • Site Materials Requisition

  • Order Processing

  • Site Materials Inventory

  • Site Waste Tracking

  • Waste Movement Tracking

  • Environmental Compliance

Operations Management

  • Task Management

  • Equipment Scheduling

  • Operator Scheduling

  • Concrete Pouring Management

  • Testing and Commissioning

Design & Change Management

  • Plan View & As-Build

  • Design Clarification Workflow

  • Change Order

  • Punch List/De-snagging

DISTRIBUTION

Order Processing 

Replenishments & Transfers

Pick & Pack to Dispatching

Inventory Monitoring

FACILITY MANAGEMENT/ PROPERTY MANAGEMENT

Service Booking 

Work Order Processing

Work Order Attendance (Batch Processing) 

Facilities Management: Work Order Material Request 

FIELD SERVICE MANAGEMENT

Equipment Metering 

Preventive Maintenance 

Service Booking 

Work Order Management