The Rowbase templates
Eleven templates, one per job. Each creates a table with its columns already typed: a closed status list where you need one, a date where you need to sort by deadline, a number where you need to total. You start from a structure rather than an empty grid.
A template is a starting point, not a cage: add a column, rename one, change its type, delete what you don't use.
Pick your template
- Simple CRM for small businesses: company, stage, value, follow-up date. A closed stage list, continuous export to Google Sheets.
- Order tracking: reference, customer, dates, status, payment. Typed fields, a closed status list, continuous export to Sheets.
- Simple inventory management: SKU, quantity on hand, reorder threshold, location, supplier. Two numbers surface what is about to run out.
- Overdue invoice tracking: due date, chasing step, last chased, channel. The amount is a number, so your exposure comes out right.
- Job scheduling: customer, slot, technician, status, invoicing. Status and date stay two separate fields, so neither breaks.
- Construction project tracking: package, task, progress, blockers, snags. Status, date and observation stay three separate fields.
- Lead tracking: source, status, assignment, next action. A closed source list, so your cost per lead actually holds up.
- Customer database: customer code, contact details, type, account manager, active. The clean reference list your tables need.
- Applicant tracking: candidate, role, status, interview, replied. Free viewer access, and data hosted in the European Union.
- Equipment inventory: asset code, assignment, location, condition, next check. Typed dates, so they actually sort and filter.
- Supplier directory: category, contact, lead time, payment terms, approval. Lead time is a number, so suppliers actually compare.
Three families that look alike, and what separates them
Three templates touch on sales and are easy to confuse. Lead tracking holds the top of the funnel: is this person worth calling back. Simple CRM holds open deals: how much, at what stage, chased when. Customer database is the reference list: who is a customer, with what details, and nothing that shifts weekly.
Two templates touch on orders and money. Order tracking stops at delivery. Overdue invoice tracking starts when the invoice goes out.
Two templates touch on stock. Inventory management covers what you sell or consume. Equipment inventory covers company assets, the ones you assign and inspect.
What a template gives you, and what it doesn't
A template gives you typed columns, a closed choice list where that makes sense, and the grid's sorting and filtering on top. What stays in Google Sheets is the calculation: every row you add or edit goes back into your sheet, and your formulas, charts and pivot tables don't move.
Nine euros per editor per month, viewers free and unlimited, data hosted in the European Union.