Templates
Start from your industry, not from an empty screen.
Pick a template and your workspace arrives with working intake questions, matching rules and sample records. Every one of them is yours to change.
12 industry templates, plus a blank setup
- Patients → Practitioners
Clinics & Healthcare
Route patient enquiries to the right practitioner by specialty, location and how soon they can be seen.Asks aboutSpecialty NeededPreferred SiteAppointment TypeUse this template - Clients → Editors
Creative Talent Agency
Match video editors, designers and motion artists to creator and brand projects.Asks aboutWork TypeNicheBudget per Video (USD)Use this template - Homeowners → Contractors
Home Services / Contractors
Match licensed tradespeople to homeowner jobs by trade, area and urgency.Asks aboutTrade NeededAreaJob SizeUse this template - Customers → Engineers
HVAC / Heating & Cooling
Triage heating and cooling calls to the right engineer by system, fault and how fast they can be there.Asks aboutSystemWork NeededAreaUse this template - Brands → Creators
Influencer Marketing
Match creators to brand campaigns by platform, niche, audience size and rate.Asks aboutCampaign GoalPlatformsNicheUse this template - Clients → Models
Modeling & Casting
Match models and performers to castings by discipline, rate and shoot dates.Asks aboutDisciplineRegionDay Rate BudgetUse this template - Buyers → Listings
Real Estate Brokerage
Match property listings to buyer and tenant enquiries by budget, area and type.Asks aboutBuying or RentingProperty TypePreferred AreasUse this template - Employers → Candidates
Recruitment / Staffing
Match vetted candidates to employer job openings across industries.Asks aboutRole TitleSkill Areas NeededIndustryUse this template - Guests → Venues
Restaurants & Hospitality
Turn booking and event enquiries into the right venue by cuisine, area, occasion and spend.Asks aboutCuisineAreaOccasionUse this template - Clients → Developers
Tech Recruiting
Match software developers to engineering roles by stack, seniority and rate.Asks aboutRole TitleStack NeededSeniorityUse this template - Travellers → Itineraries
Travel & Tour Operators
Qualify trip enquiries and match them to the itinerary that fits the region, the month and the budget.Asks aboutRegionTrip StyleTravel MonthUse this template - Students → Tutors
Tutoring & Education
Match tutors to students by subject, level, schedule and hourly budget.Asks aboutSubjectLevelModeUse this template - Your own fields
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