Templater portal
The issue
Template work runs on WhatsApp - no clear accept or decline.
Staff templaters get assigned jobs; freelancers claim work in the portal - so the office stops chasing.
Included on Starter and Pro. Freelance templaters are invited separately and do not use up billable team seats. Staff templaters count as seats.
Invite templaters as staff or freelance - or mix both in one shop. Staff templaters get jobs the office assigns on a restricted dashboard. Freelancers land in the Templater portal; mark preferred people first so they see offers before the wider roster.
Freelance templaters sign in to see available offers and their own jobs. They accept or decline, then book the visit. Site address and what they need for the template sit on the job - quotes and invoices stay with the shop.
The job shows whether the offer is open or claimed, and who took it. Once someone accepts (or you assign a staff templater), they are on the job - so scheduling and the workshop can see the template is booked without a WhatsApp chase.
Claimed or assigned work connects back to the job and templating date. The shop calendar stays the source of truth for the week; the portal is how freelancers see offers and lock in their visits. Templaters can also subscribe their personal appointments to Outlook, Google, or Apple with a private link - so the visit shows on their phone without connecting a Google account.
Who it helps
Assign staff templaters or offer template work to freelancers without WhatsApp chaos - see who is on the job.
Know when templating is claimed or assigned and scheduled before fabrication starts.
Freelance templaters see offers, claim or decline, and schedule the visit from the portal; staff work from assigned jobs.
Run a real job from quote to done before you choose a plan. Book a demo if you'd rather walk through it first.
