Who it's for · Templaters
Staff templaters get jobs the office assigns. Freelancers use a dedicated portal to see offers, claim the jobs they want, decline the rest, and keep their schedule tidy - with job details and forms where they need them.
Templaters are invited by fabricators. Ask them to add you under Settings → Templaters as staff or freelance.
Why it's good for you
If you work for one shop as staff, the office assigns your templates and you use a restricted shop view. If you freelance, shops invite you to their roster and you claim work in the Templater portal - including across multiple fabricators.
Shops invite you to their templater roster. Preferred templaters see offers first; after the shop’s window, the wider roster gets a turn. First to claim wins - others can decline so nobody is left guessing.
Freelancers accept or decline in the portal, then book the visit. Staff open the job the office assigned. Site address and the job detail you need for the template sit on the job - quotes and full customer contact stay with the shop.
Use on-site job forms and checklists when the shop uses them - including signatures - so measurements and sign-off are not stuck in a notebook or a text thread.
Day to day
Staff open assigned jobs. Freelancers open the portal when they get an offer alert - preferred jobs show first when shops set it that way.
Freelancers take the jobs that fit their week and decline the rest. Staff work the assignment the office gave them.
Use job detail and forms on site; the shop sees progress without ringing round.
Run a real job from quote to done before you choose a plan. Book a demo if you'd rather walk through it first.
