OperationsVerified
Supplier Payments & Approvals
Supplier payments with approvals for businesses that pay many suppliers every week: distributors, retailers, restaurants, builders and service companies.
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OperationsVerified
Window Installation Management & Tracking template
Run window installation jobs from the office and the site.
by AgentUIUpdated November 13, 2026
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What's inside the Window Installation Management & Tracking template
- Each job lists its windows with a five-stage checklist (frame, sashes, glass, seal, final check), photo evidence, issues found on site and the client's signature on screen at hand-over.
- Installers sign in and see only the jobs assigned to their email.
- The office gets a dashboard, installer workload, payouts per installer with a PDF report, Excel/CSV import of jobs and a morning email of stalled jobs.
- English and Spanish.
- Control de instalación de ventanas: etapas por ventana, fotos, novedades, firma del cliente, trabajos por instalador y pagos.
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Cash & Expenses
Cash and expense book for small business owners who are not accountants: shops, bakeries, food businesses, workshops and services.
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Customer current accounts for route distributors, wholesalers and shops that sell on credit.
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Questions about this template
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Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
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