A service business template from booking to payment
Pre-wired for clinics, contractors, agencies, and any service company that books work and bills for it. Comes with rollups like outstanding balance per customer.
Who it's for
Clinics, contractors, agencies and any service company that books work and bills for it.
What makes it work
- Appointments linked to customers and locations, on a calendar and a map.
- Invoices and payments linked, so outstanding balance is a rollup rather than a chase.
- Job history per customer, going back as far as your records do.
What's inside
5 linked tables, arriving with sample data already in them — so you can see how the pieces fit before you add your own.
Not quite your shape?
Every template is a starting point, not a cage. Rename tables, add fields, change the relationships, delete what you don't need. Or skip templates entirely and describe your business to RowFold — it will assemble a workspace around what you actually do.