Local Business Templates

This template provides a basic structure to manage distributors, retailers, deals between them, and the products involved in those deals. You can expand upon this template based on specific needs such as adding more details to the distributors, retailers, or products, or including additional tables for invoicing, payments, etc., depending on the requirements of Ratio Coffee's Distribution business.

Our database solution aids cloud kitchen owners in efficiently managing expenses. Track fixed costs like rent and salaries, alongside variable expenses such as groceries and raw materials. Additionally, manage employee details and supplier information effortlessly

Restaurants need a boost in their content promotion now and then to promote their new products and attract new customers. Stackby’s Restaurant Marketing Calendar Template assists the business in garnering public attention to the maximum so that the restaurant’s products and services are recognized. How is the Stackby’s Restaurant Marketing Calendar Template useful for your business? This Stackby Template is the easiest way to organize the marketing means planned by the business. It allows users to plan their content, saving time and money that would otherwise be used in inefficient advertising. The Restaurant Marketing Calendar Template helps you keep track of all the posts and updates made by the business to ensure maximum customer engagement with the posts. The template allows the business to record where its content is being posted and its constituents. The links and directly accessible images make it easier for the business to navigate its growth. The Restaurant Marketing Calendar template is easily editable, allowing related content to be placed side by side for tracking and comparisons. Who will find this template useful? Restaurants looking to expand their outreach and promote their products are likely to find this template extremely useful. It can also be utilized by hospitality businesses to grow their customers.Check Out Other related Teplates : Product Catalog Visitor Management System Asset Tracker 

Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine. If that’s the case, then our Order Tracking and Invoicing template is exactly what you need. Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time. In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients.  With multiple clients and too many project orders, it’s easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do? We here, at Stackby, are committed to our goal of making your job easier. That’s why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface.  How will Stackby’s Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices? Using this template, you will be able to: Keep detailed records of all your current clients and the projects assigned by each client to your company. Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required. Add contact details of all your clients to avoid any communication gap. Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company. Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.). Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount. Track the payment due date for a project and check if the client has made payment. Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions. Record the tasks due under each project and the team member in charge of each task. Monitor, record and update the details as and when required. Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. Related Templates: Product Catalog Legal Matter Management Asset TrackerLegal Case Management 

Keeping track of a restaurant’s inventory is very crucial and keeps the business going. Tracking inventory to avoid wastage is necessary, and Stackby's Restaurant Inventory Tracking Template will help you with just that. It will allow you to be in control of your business and have a smooth flow of operations. What is a Restaurant Inventory Tracking Template? A restaurant inventory is recorded to keep track of the supplies needed to prepare meals. A restaurant inventory tracking template is a pre-made, ready-to-use format that helps you keep track of everything you have, thus making you organized. A restaurant inventory tracking template allows you to view your inventory in a calendar mode and tells you which inventory requires restocking and at what date the supplies are received, thus keeping you up to date with your business and its components. What Does the Stackby Restaurant Inventory Tracking Template Offer? It keeps a record of all the inventory you have. It keeps the record of the vendors you supply to and from, along with the status of the purchase order. It helps in effective and efficient management by keeping every item and its details separately, thus freeing you from the hassle of doing manual data entry. It records the date at which the items are reordered and the date at which they are stocked. It also records the amount at which the item has been bought and the number of items. The total cost and the tax given are also mentioned separately for your future benefit. Stackby’s restaurant inventory tracking template shows a complete overview of the purchase that needs to be made and has already been made in a calendar mode that is easy to read. Who Will Find This Template Useful? Restaurant owners or managers can use this restaurant inventory tracking template to keep track of their inventory and avoid lagging behind in business because of a shortage of ingredients. Also, apart from the managers, the warehouse staff can take help from the template to keep the warehouse in proper order and function efficiently.Check Out Other related Teplates : Product CatalogProduct Invnetory Visitor Management System Asset Tracker

Tired of juggling multiple spreadsheets to keep track of your materials? Stackby's bill of material Template is your ultimate solution. Organize every component, streamline your production process, and enhance team collaboration—all in one place. With customizable fields, automation, and real-time updates, managing your materials has never been easier. Get ready to take your production efficiency to the next level! What are the benefits of using this template? Organize Your Material Efficiently Keep track of all your materials in one place with Stackby's bill of material (BOM) Template. This centralized system ensures you have all the necessary components listed and easily accessible. Streamline Your Production Process With every material and component detailed in one template, you can streamline your production process, reducing the chances of missing items and production delays. Enhance Collaboration Across Teams Whether it's procurement, manufacturing, or engineering, everyone can stay updated and in sync with real-time collaboration features, ensuring a smooth workflow across departments. Why should you use a BOM template? Managing a bill of material can be daunting. From listing every component to tracking costs, the process can be overwhelming. That's where Stackby's BOM Template comes in handy, making the task manageable and efficient. Smart table assortment With Stackby's BOM template, you can manage all your raw material, suppliers, purchase orders, and sales orders from the same place . These tables are interlinked in a way that will directly fetch the supplier ID, raw material ID, purchase order ID, and put it in the final purchase order table where the sales data can be calculated easily. No more switching between different spreadsheets — everything is centralized for easy access and management. Customizable Fields Tailor the template to your specific needs with customizable fields. Add details such as part numbers, descriptions, quantities, costs, and suppliers to keep all relevant information at your fingertips. Real-Time Collaboration Work together seamlessly with your team, no matter where they are. Stackby's real-time updates ensure that everyone is on the same page, enhancing collaboration and reducing miscommunication. Automation Automate routine tasks such as updating inventory levels, calculating total costs, and generating purchase orders. This allows your team to focus on more critical aspects of the production process. Data Visualization Visualize your data in various formats—use high-level dashboards, Gantt charts, Kanban boards, or colorful timelines to get a clear overview of your materials and production status. Make data-driven decisions with ease. Easy Access With Stackby, all your BOM information is stored in one visually appealing and easily accessible place. Your team can access the data they need anytime, anywhere, ensuring smooth operations. Trackability Monitor the status of each component from purchase to production. Stackby's tracking features ensure you always know the location and status of your materials, reducing the risk of delays. Who can benefit from this template? This bill of material Template by Stackby is perfect for: Manufacturing Companies: Keep track of all materials and components, streamline production processes, and ensure timely production. Engineering Teams: Manage detailed component lists, track changes, and ensure accurate project execution. Procurement Departments: Simplify the process of ordering materials, manage supplier information, and ensure inventory levels are maintained. Small Businesses: Organize your materials efficiently, streamline your production process, and enhance collaboration. Operations Teams: Oversee the entire production workflow, manage resources efficiently, and ensure smooth operations. Ecommerce Companies: Track inventory levels, manage supplier information, and ensure product availability. By leveraging Stackby's bill of material Template, you can organize your materials efficiently, streamline your production process, and enhance collaboration across teams. You can get started with this template and as you go, make your own as per your business’s unique needs. This will give you complete control over your business’s operations. Give it a try and experience the Stackby advantage! Sign up for free.  

Track all your products and collect your orders automatically in your tables with this customizable order enquiry form template. Embed this form in your website and collect all details automatically in your order database.   Related Templates: Product Catalog Visitor Management System Asset TrackerCustomer Onboarding Form 

How Stackby's Visitor Management System Template will help you ?Whether you run an FMCG company, a software company, or a clothing company, there is no doubt that you get multiple visitors on any given day. From customers looking to address their queries to business associates visiting to discuss important issues, organizations receive visitors of all kinds. When you enter the premises of a company, you must have gone through some form of the visitor experience. You may have entered your details in a sign-in sheet or been given a keycard to allow access to different areas of the building. Every company installs its own version of visitor management to monitor their visitors. Keeping track of every individual visiting your premises and the purpose of the visit is extremely important.  One of the most important reasons for installing a visitor management system is to have a detailed record of who has entered your building. You should be aware of the time, purpose, and duration of their visit. From job candidates, potential clients to vendor representatives, each company receives multiple visitors regularly. It is important to ensure that everyone is treated well. This has a significant impact on your brand image and perception. Hence, visitor management can be regarded as a part of your brand identity. However, visitor management can be quite a tedious task. Are you looking for a tool to help you manage and monitor your records with the click of a single button? Well, your search is over! You have come to the right place! Stackby has developed a customizable Visitor Management System Template for just this purpose! Bid adieu to the days of maintaining manual records and multiple databases. With Stackby’s Visitor Management System Template, you can automate the entire process!  The template comes with an in-built standard visitor’s form that will allow you to streamline the entire process easily! You don’t have to maintain multiple visitor form formats. This standard form can be given to all visitors. Using our Visitor Management System Template, you will be able to: Keep a detailed record of every visitor on a single platform. Record the reason behind the visit for each visitor. Check whether it was Business or Personal. Record the name of the company that each visitor belongs to. Store the date and exact time of the visit for each visitor. Add the contact details for every visitor for any further communication. Record the name of the person whom the visitor wanted to meet during his/ her visit. Add the visitor form and import all the details from each form directly to your template. Record the names of all your team members. You can also store their contact information, including phone number and email ID, to avoid any communication gap. Monitor the total number of visitors that have visited each member of your team. Manage and update the details as and when required.  Copy the stack today and simplify your visitor management system with this user-friendly visitor management template. Check Out Other related Teplates : Product Catalog 

About the Template Managing expenses is crucial for maintaining financial stability, whether for personal use, small businesses, or large enterprises. The Expense Tracking Template in Stackby simplifies financial management by helping users categorize expenses, monitor spending patterns, and stay within budget. This easy-to-use, customizable template enables individuals and businesses to track their expenditures efficiently, ensuring better financial decision-making. With pre-built tables and automation features, Stackby’s Expense Tracking Template removes the hassle of manual record-keeping. Users can record transactions, categorize spending, analyze trends, and even integrate with APIs for real-time updates. Why Use the Expense Tracking Template? Many individuals and businesses struggle with unorganized expense management, leading to financial inefficiencies, overspending, and missed insights into spending habits. This template provides: A structured approach to financial tracking – Record every expense with proper categorization. Automated calculations and budget monitoring – Stay within financial limits. Customizable fields for personalized tracking – Adapt to personal or business use cases. Real-time insights and reporting – Get a clear view of your financial health. Whether you're managing your personal budget, tracking project expenses, or overseeing company spending, this template ensures that all financial transactions are recorded and analyzed for better decision-making. How This Template Works in Stackby The Expense Tracking Template includes well-organized tables that simplify financial monitoring. Here’s how each key component helps users: 1. Expenses Table Record every transaction, including date, amount, and payment method. Categorize expenses into predefined or custom categories (e.g., groceries, utilities, entertainment). Attach invoices, receipts, or supporting documents for reference. 2. Budget Overview Table Set monthly or yearly budget limits. Track spending against predefined budgets. Automate calculations to analyze spending trends and remaining budgets. 3. Payment Methods Table Store details of different payment sources, such as cash, credit cards, or digital wallets. Monitor transactions per payment method. 4. Vendor and Payee List Keep a record of frequently used vendors or payees. Track spending trends for specific suppliers or service providers. Key Features & Benefits 1. Easy Expense Categorization Assign expenses to predefined categories or create custom labels. This feature ensures a structured breakdown of where money is spent. 2. Budget Tracking & Overspending Alerts Set a spending limit and receive automatic notifications when approaching or exceeding the budget. 3. Data-Driven Insights & Reports Visualize spending patterns with pre-built dashboards. Identify trends and adjust spending habits accordingly. 4. API & Automation Integrations Integrate with financial tools, bank feeds, or Google Sheets to import transactions automatically, reducing manual data entry. 5. Mobile Accessibility Track expenses on the go with Stackby’s mobile-friendly interface. Enter transactions anytime, anywhere. Real-World Use Cases Personal Finance Management Individuals can track daily, monthly, or yearly expenses and manage their budgets effectively. Small Business Expense Tracking Entrepreneurs can categorize business expenditures, monitor vendor payments, and manage cash flow. Corporate Financial Oversight Finance teams in larger organizations can streamline expense tracking, ensuring transparency and accountability. Project-Based Expense Monitoring Freelancers and project managers can track costs per project, ensuring accurate financial reporting. Getting Started with the Template Sign in to Stackby and access the Expense Tracking Template. Customize fields according to your financial tracking needs. Start logging expenses, categorize them, and set budget limits. Integrate with automation to import data from bank accounts or financial tools. Analyze financial data using reports and insights for better decision-making. Check Out Other related Teplates : Legal Matter Management Product Catalog Visitor Management System Asset TrackerLegal Case Management 

You can use spreadsheet software or a database management tool to create and manage these tables. Ensure that you use appropriate formulas or queries to calculate the total income, total expenses, and net overall amount for the month based on the data entered into these tables.

Managing a gallery, museum, or digital asset collection requires a well-structured system to track artwork, exhibits, and other creative materials. The Gallery Asset Management Template in Stackby simplifies this process by offering a structured and customizable platform to catalog, store, and manage assets efficiently. Whether you’re a gallery owner, museum curator, or a creative professional, this template helps streamline operations by keeping records of assets, their locations, conditions, and associated details. With Stackby’s powerful database-spreadsheet hybrid, you can add images, categorize assets, track ownership history, and manage exhibition schedules—all in one place. Say goodbye to disorganized files and spreadsheets; Stackby makes it easier to access, update, and share essential asset information with your team. Why Use the Gallery Asset Management Template? 1. Centralized Asset Tracking Keep all your artwork, exhibits, and creative assets in a structured database. Whether you manage physical art collections, digital assets, or multimedia exhibits, this template helps you stay organized. 2. Streamlined Cataloging & Classification With predefined fields for asset details such as title, artist, year, medium, location, and condition, categorizing and retrieving information becomes effortless. 3. Image & Asset Storage Attach high-resolution images of each artwork or digital file, ensuring every asset is well-documented with visual references. 4. Exhibition & Loan Tracking Stay on top of exhibit schedules, asset movements, and loaned-out items. Manage which artworks are on display, in storage, or out for restoration. 5. Collaboration & Access Control Share your asset inventory with team members, curators, or stakeholders while maintaining control over who can edit or view specific data. 6. Customization & Automation Use custom columns, tags, and API integrations to tailor the template to your workflow. Automate reminders for asset maintenance, upcoming exhibitions, or loan return deadlines. How This Template Works in Stackby The Gallery Asset Management Template consists of essential tables to help you organize and manage assets efficiently: 1. Assets Table This table serves as the core inventory database, storing critical details such as: Asset Name – Title of the artwork or digital asset Artist/Creator – The individual or entity responsible for the piece Category – Painting, sculpture, photograph, video, or digital media Acquisition Date – When the asset was acquired Current Status – Whether the asset is on display, in storage, or on loan Condition Report – Notes on the asset’s condition, restoration needs, or damages 2. Exhibition Log Table A dedicated section for tracking exhibitions and gallery displays, allowing you to: Plan future exhibits and allocate artworks accordingly Record past exhibitions for reference and historical tracking Track which assets were featured in each event 3. Loan & Transfer Records For art collectors, gallery owners, and museums, tracking asset movement is crucial. This table helps you: Maintain records of assets loaned to galleries or institutions Set due dates for returns and conditions for lending Track ownership history for valuable assets Real-World Use Cases 1. Art Galleries & Museums Track valuable artworks, their history, and display locations Manage exhibition schedules and loan agreements with other galleries Document maintenance and restoration work for historical pieces 2. Digital Asset Management for Creative Agencies Store and categorize digital artwork, media files, and brand assets Assign assets to different projects or campaigns Set permissions to control who can access or modify files 3. Corporate Art Collections Maintain records of company-owned art pieces and their placements Schedule asset rotations between office locations Monitor conservation needs for high-value collections Getting Started with the Template Add Assets – Enter details such as artwork name, artist, category, and acquisition date. Upload Images – Attach high-quality images for easy visual reference. Classify & Organize – Use categories, tags, and filters to streamline asset retrieval. Track Exhibitions & Loans – Assign assets to exhibitions, record loan details, and set return deadlines. 5. Collaborate & Automate – Share data with your team, set up reminders, and connect to external tools via Stackby integrations. Check Out Other related Teplates : Product Catalog Sales Pipeline Sales Asset Management Visitor Management System Asset Tracker

Every online, B2C, retail, or e-commerce business must ensure that its products are accessible online, trusted, and convert well. This is possible with an effective product catalog. If your products are not described well, it will be hard to find potential customers. Stackby’s product catalog template is a streamlined way to organize your product catalog management and track what’s working for you and what’s not. What is Product Catalog Management? Product catalog management is the process of managing your product catalog so that all your marketing and sales channels contain high-quality product data. It includes how you organize, standardize, and publish your product across each sales channel. Why do you need a Product Catalog? Memorizing information about every product’s features is a difficult task. Making a product catalog and scribbling all the information related to the product helps the sellers and the customers make a purchasing decision. A product catalog template can help you keep track of all your products and the related information. You can use it to have easy access to all the products you have, the ones you have ordered, and those you still need to order. You can easily pull up information about any and all the products you have or sold. You can add images, add notes, and customize it. You can also use a product catalog template to categorize the products according to their build, vendor, or any way you like. Challenges Businesses face in Product Catalog Management and Tracking 1. Involvement of team and stakeholders It often becomes difficult for sales and marketing teams and other stakeholders to collaborate and ensure a smooth product catalog management process. This might lead to serious consequences such as differences in the units of measurement etc. 2. High-quality description & imagery Since there is no streamlined process, it often becomes difficult for businesses to create simplified, easy-to-understand product descriptions and add the right images/files to depict it. They need to consider the customers’ perspectives here. 3. Scope of growth When you are not tracking your product catalog efficiently, it often becomes tough to analyze the gaps in your efforts. This problem multiplies when you are trying to expand your catalog. Stackby’s Product Roadmap template can also be of good use here. 4. Finding the right catalog management tool Many businesses suffer because they are unable to find the right platform where their team can connect and collaborate to work upon the product catalogs, and share it with the right people (clients, vendors etc.) Stackby’s product catalog template helps overcome all the challenges that businesses often face while creating and managing product catalogs. How to Fix your Product Catalog Management? 1. Organize the descriptions If your product attributes are messy, it will become much more difficult to intrigue customers. So, first, you need to ensure that all your team and stakeholders are on the same page. If you are building your own product, check out our Product Launch template. 2. Manage your product data Make sure all your product data, descriptions, and other related information is organized if you want to expand your product line and business. This way you will be able to identify which strategies have worked in the past. 3. Specify roles and authorization flows Make sure your team members know their exact roles and responsibilities when changing the product catalog database. This way you can ensure data quality and minimum redundancy. Who can use Stackby’s Product Catalog Template? Stackby’s Product Catalog template can be used by e-commerce or online business owners, retailers, traders, suppliers, product managers, sales and marketing teams, or anyone who manages the creation and management of product catalogs for a business. How is Stackby's Product Catalog Template Helpful for You? Our product catalog template can streamline how your team works. It can help you keep track of all your products, their description, features, benefits, price, and more. With this template, you can do the following: Keep a track of all your products, their types, and images. Keep a record of price, color, and size for every product. Track the inventory for each product such as the number of items available, whether a product is in stock or not. Add and manage the description of the products. Record the total sale of every product and the number of items sold. Monitor the clients and dealers for every product Add and track client details like the order number, order ID, billing address, phone number, product bought, etc. Track every order detail such as order ID, order date, item name, status, invoice, bill number, price per unit, quantity, total cost, client name, etc. Track and monitor the dealer details such as name, address, rating, phone number, year established, email, products, price, quantity, invoice, etc. Other templates you can use along with Product Catalog Template: Multiple Product CRM Template Product Inventory Template Product Competitor Analysis Template. Agile Product Planning Template Product Roadmaps

If you're in the match-making business or doing just for social work, this template is perfect to manage the matrimonial database for both bride and grooms. In this template - Bring matrimonial information & data via customized forms  Connect any two profiles  Even embed the profile gallery & database in your website so that everyone in your community can see and access.  Manage status of all the connections and keep track of your matchmaking activities.  Just copy this template and start using in less than 2 minutes. Checkout other related Templates :Asset Tracker

Simplify Your Billing Process with the Invoice Creator Template Managing invoices can be a tedious task for businesses, freelancers, and entrepreneurs. Keeping track of payments, due dates, and customer details manually can lead to inefficiencies and errors. The Invoice Creator Template by Stackby is designed to simplify and automate your invoicing process, helping you create professional invoices while tracking all essential payment details in one place. Whether you are a small business owner, a service provider, or a finance manager, this template ensures a seamless invoicing workflow. With built-in customization, automated calculations, and easy tracking, you can enhance efficiency and focus on growing your business. Why Use the Invoice Creator Template? Eliminate manual errors and ensure accurate calculations. Save time by automating invoice creation and financial tracking. Ensure timely payments by keeping records of due dates and follow-ups. Improve professionalism with clean, structured, and branded invoices. Stay organized by maintaining all invoice records in a structured database. How This Template Works in Stackby The Invoice Creator Template is structured with essential tables to track invoices, clients, payment statuses, and more. Here is how you can use it efficiently: Invoices Table This is the core table where all invoices are stored. You can add: Invoice number as a unique identifier for each invoice. Client name to specify the customer or business being billed. Invoice date and due date to track deadlines and avoid overdue payments. Items and services with detailed pricing information. Total amount with automatic calculations for accuracy. Payment status to mark invoices as paid, unpaid, or pending. Clients Table Keep a record of all your customers with details like: Client name and contact information. Billing address. Invoice history for easy reference. Payment Tracking Table Monitor payment statuses and ensure timely follow-ups: Invoice number and client name. Payment date and amount paid. Payment method such as bank transfer, credit card, or online payments. Balance due for outstanding invoices. Products and Services Table Store all the details of the products or services you offer: Item name and description. Unit price for accurate billing. Tax and discount rates, if applicable. Key Features and Benefits Automated invoice creation for quick and accurate billing. Customizable fields to tailor the template to specific business needs. Easy payment tracking to monitor pending, paid, and overdue invoices. Seamless client management with structured customer records. Real-time updates for collaboration with team members. Export and share invoices as PDFs or via direct links. Real-World Use Cases Freelancers can easily bill clients for completed projects. Small businesses can manage multiple customer invoices effortlessly. Service providers can track payments for consultations, repairs, or subscriptions. E-commerce stores can maintain records of product sales and customer transactions. Getting Started with the Invoice Creator Template Open the template in Stackby to access the pre-built invoice tracker. Customize fields by adding branding, tax rates, and additional columns. Enter invoice details including client names, item descriptions, and pricing. Generate and share invoices as PDFs or direct links. Track payments and update statuses for outstanding balances.

Managing a rental car business requires seamless coordination of bookings, customer information, vehicle availability, and payment tracking. The Free Rental Car Template by Stackby simplifies this process, helping businesses streamline their workflow, improve efficiency, and enhance customer satisfaction. Whether you run a car rental agency, a corporate vehicle fleet, or a peer-to-peer car-sharing service, this template is designed to help you stay organized and optimize your operations. Why Use This Template? Handling car rentals manually can be time-consuming and prone to errors. Tracking reservations, checking vehicle availability, and managing customer details are critical aspects that require an efficient system. This template helps you: Automate Bookings – Keep track of reservations in real-time. Monitor Fleet Availability – Prevent overbooking and maintain accurate car status records. Improve Customer Management – Store essential customer details and rental history. Enhance Operational Efficiency – Organize rental agreements, payments, and return dates in one place. How This Template Works in Stackby This Free Rental Car Template is structured to provide a comprehensive solution for rental car businesses. It includes key tables to manage all aspects of your rental process, ensuring a smooth workflow. 1. Bookings Table Track new and existing car rental bookings. Store customer details, rental duration, and pickup/drop-off times. Use filters to view current, upcoming, or past reservations. 2. Vehicles Table Maintain a record of available, rented, and under-maintenance cars. Track vehicle condition, mileage, and insurance details. Assign cars to customers based on availability. 3. Customers Table Store essential customer information, including name, contact details, and rental history. Manage customer preferences and eligibility criteria. Easily reference past bookings and payment history. 4. Payments Table Record rental charges, payment methods, and due amounts. Track security deposits and refunds. Set up automated reminders for pending payments. Key Features & Benefits Customizable Views – Use Grid, Calendar, and Kanban views to manage data efficiently. Automation & Integrations – Automate reminders, integrate with payment systems, and connect with APIs. Collaborative Access – Allow team members to update data in real-time. User-Friendly Interface – Easily navigate and update records without complex software. Real-World Use Cases Car Rental Businesses – Streamline fleet management, bookings, and customer relations. Corporate Vehicle Leasing – Manage company-owned cars, employee rentals, and lease agreements. Peer-to-Peer Car Sharing – Track personal vehicle rentals and ensure smooth operations. Getting Started with the Template Sign Up for Stackby – If you don’t have an account, create one for free. Use the Template – Import the Free Rental Car Template into your workspace. Customize It – Add or modify columns, set up automation, and personalize workflows. Start Managing Rentals – Enter bookings, update car availability, and track payments effortlessly.

Navigating the world of grants can be complex and time-consuming, but with the right tools, it doesn't have to be. Stackby's Grants Management Template is designed to simplify the process of managing grants, from application to reporting. This template helps you stay organized, track deadlines, and ensure that every detail is covered. Whether you're a nonprofit organization, a researcher, or an educational institution, this template will make managing grants a breeze. Why Use the Grants Management Template? Streamline Your Grant Process Managing multiple grants can quickly become overwhelming. Stackby’s Grants Management Template provides a structured framework to streamline your entire grant process. From tracking application deadlines to managing grant funds, everything is organized in one place, making your workflow more efficient. Stay on Top of Deadlines Missing a deadline can mean losing crucial funding. This grant tracker template includes built-in reminders and deadline tracking, ensuring you never miss an important date. Stay ahead of the curve and keep your grant applications and reports on schedule. Enhance Collaboration Grant management often involves multiple team members. Stackby’s template facilitates seamless collaboration, allowing everyone involved to access and update information in real-time. This ensures that all team members are on the same page and can work together effectively. Customizable to Fit Your Needs Every grant is different, and so are the requirements for managing them. Stackby’s template is fully customizable, allowing you to tailor it to fit the specific needs of each grant. Add custom fields, track specific metrics, and organize your data in a way that works best for you. Comprehensive Financial Tracking Keeping track of grant funds is crucial for compliance and reporting. This template includes features for detailed financial tracking, helping you manage budgets, expenditures, and financial reports. Ensure that every dollar is accounted for and used efficiently. Who Can Benefit from This Template? #1. Nonprofit Organizations Nonprofits often rely on grants for funding their projects and initiatives. This grant management tracker helps nonprofits manage multiple grants, track application progress, and ensure compliance with funding requirements. Focus more on your mission and less on administrative tasks. #2. Researchers Researchers applying for and managing research grants will find this template invaluable. Keep track of application deadlines, funding statuses, and reporting requirements. Stay organized and focus on your research rather than administrative details. #3. Educational Institutions Schools, colleges, and universities often apply for various grants to support educational programs and infrastructure. This template helps educational institutions manage grant applications, track funding, and ensure that all reporting requirements are met. #4. Government Agencies Government agencies responsible for distributing and managing grants can use this grant analysis template to streamline their processes. Track applications, manage funds, and ensure compliance with regulatory requirements. #5. Grant Writers Professionals who specialize in writing and managing grant applications will benefit from the organizational features of this template. Keep track of multiple clients, applications, and deadlines in one centralized location. Managing grants doesn’t have to be a daunting task. With Stackby’s Grants Management Template, you can streamline your processes, improve organization, and enhance collaboration. Whether you’re a nonprofit, researcher, educational institution, government agency, or grant writer, this template provides the tools you need to manage grants efficiently and effectively. Start using Stackby’s Grants Management Template today and take the hassle out of grant management!

Efficient supply order management is essential for businesses handling inventory, procurement, and vendor relations. The Supply Orders Template in Stackby simplifies the entire process, helping teams organize, track, and manage supply orders effortlessly. From monitoring order status and vendor details to managing payments and delivery schedules, this template ensures your procurement workflow runs smoothly. With a structured database, automation options, and real-time collaboration, this template is ideal for businesses, procurement teams, and warehouse managers looking to improve efficiency. Why Use the Supply Orders Template? Managing supply orders manually can be time-consuming, prone to errors, and difficult to track. This template eliminates those challenges by offering: Centralized Order Tracking: Keep all supply orders in one place, ensuring transparency and easy access. Vendor Management: Store vendor details, contact information, and order history. Status Monitoring: Track the progress of each order, from pending to completed. Automated Notifications: Set up alerts for order approvals, stock updates, and delivery reminders. Customizable Fields: Adapt the template to suit your specific business needs. Key Tables & Features 1. Orders Table Stores all supply order details, including order number, description, quantity, and cost. Tracks order status (Pending, Approved, In Progress, Completed). Assigns orders to relevant team members for efficient processing. 2. Vendors Table Maintains vendor details, including name, contact information, and past transactions. Helps build strong supplier relationships and negotiate better deals. 3. Inventory Table Links supply orders to stock levels, ensuring you never run out of essential materials. Automatically updates stock levels when new supplies arrive. 4. Payments Table Tracks payment status for each supply order (Paid, Pending, Overdue). Maintains invoices, payment terms, and transaction records for easy financial tracking. How This Template Enhances Workflow in Stackby Automated Data Entry: Integrate with APIs to pull real-time order and vendor data. Collaboration & Access Control: Assign permissions to team members for secure data sharing. Real-Time Reporting: Use built-in views to visualize pending, completed, and overdue orders. Custom Views: Filter orders by vendor, date, status, or priority for a clear overview. Real-World Use Cases Retail Businesses: Manage supplier orders for store inventory. Manufacturing Companies: Track material procurement for production lines. Hospitality Industry: Ensure a steady supply of kitchen ingredients and housekeeping materials. Healthcare Facilities: Manage medical supply orders for hospitals and clinics. Getting Started with the Supply Orders Template Set Up Your Orders Table – Add your supply order details and track statuses. Input Vendor Information – Store supplier contacts for easy access. Link to Inventory Management – Ensure stock updates are reflected in real-time. Monitor Payments & Due Dates – Keep track of invoices and payment records. Customize Views & Automations – Set up workflow automation for better efficiency.

Are you tired of struggling with your restaurant's financial management? Do you want to gain better control over your costs and maximize your profitability? Look no further than Stackby's Restaurant Budget Template! This robust tool can help you effectively plan, track, and manage your expenses, ensuring that your budget stays on track and your business thrives. From tracking equipment and supplies to monitoring marketing expenses, rent, labor, insurance, and more, this template provides a clear overview of your financial health. Say goodbye to financial stress and hello to financial success with this Restaurant Budget Template! How to Create a Budget Template? Creating a budget template is essential for effective financial management. Here are the key steps that you need to follow: Start by identifying your goals and breaking down expenses into categories. Choose a reliable tool like Stackby's Restaurant Budget Template and customize it to fit your needs. Enter data, track expenses, and regularly review and analyze your budget. Adapt it as your business evolves. With this comprehensive approach, you can take control of your restaurant's finances and pave the way for success. A Brief Overview of Stackby's Restaurant Budget Template Stackby's Restaurant Budget Template is a comprehensive tool designed to help restaurant owners and managers effectively manage their finances. It provides a structured framework to track and analyze expenses, including equipment and supplies, marketing expenses, rent, labor, insurance, etc. With features like budget calculations, variance tracking, and summary sections, this template empowers users to control their restaurant's budget better and make informed financial decisions. So, it's the ultimate solution for cost management in the food service industry. Who is This Restaurant Budget or Cost Management Template for? Ideal for restaurant owners, managers, and financial professionals, Stackby's Restaurant Budget Template simplifies budgeting and cost management for the food service industry. Whether you're a small eatery or a large chain, this template is designed to meet your budgeting needs. Why Do You Need Stackby's Restaurant Budget Template? Streamline your restaurant's financial management by easily tracking and analyzing expenses. Make informed decisions about cost control and resource allocation. Gain a comprehensive view of your restaurant's budget and financial performance. Identify areas for cost-saving and optimize your spending. Plan for future growth and expansion by effectively managing your budget. Ensure financial stability and profitability for your restaurant. Stay organized and in control of your restaurant's finances. Maximize your restaurant's financial potential with this intuitive budgeting solution. Ways to Customize Our Restaurant Budget Template Add or remove expense categories based on your restaurant's specific needs. Customize budget targets and allocation for each expense category. Modify formulas and calculations to align with your preferred budgeting methods. Incorporate additional tables or sheets to track specific financial metrics or performance indicators. Utilize Stackby's integration capabilities to link the budget template with other relevant tools or data sources. Implement conditional formatting or data validation rules to ensure accurate data entry and analysis. Create charts or visualizations to present budget data more engaging and informatively. Add dedicated columns to easily monitor the variance between the budgeted and the actual amount for each category. Table Included in Our Restaurant Budget Template Equipment and Supplies: This table allows you to track expenses related to purchasing and maintaining equipment and supplies needed for your restaurant operations. Salaries: It helps you manage and monitor your restaurant staff's salaries and wages. You can link tables together using the Link Column Type to establish relationships between different data points. For example, you can link specific equipment or supplies to the related expenses in the budget table. You can even use the Lookup column type to fetch and display data from one table to another based on a common identifier. Additionally, the Aggregation column type helps you perform calculations on data from multiple rows or tables. It allows you to summarize and aggregate information, such as calculating total expenses or average salaries, to gain insights and make informed decisions. Ready to Serve Up Success in Your Restaurant? Gain complete control over your expenses, track budgets effortlessly, and watch your bottom line thrive. It's time to dish out financial clarity and elevate your restaurant's success. Get started with Stackby's Restaurant Budget Template today!

Our Silent Auction Bid Sheet template streamlines the process of managing bids and auction items. With easy tracking and clear organization, you can ensure successful auctions with minimal hassle.

Managing vendors effectively is crucial for any business, whether you're handling suppliers, service providers, or contractors. Keeping track of vendor details, contacts, pricing, and agreements can be overwhelming without the right system in place. The Vendor List Template in Stackby simplifies vendor management by providing an organized, customizable database to store and track all essential vendor information in one place. This template is designed for businesses of all sizes to streamline procurement, maintain vendor records, and improve operational efficiency. Whether you're managing a supply chain, running an event, or handling procurement for your company, this template ensures that you always have up-to-date vendor information at your fingertips. Why Use the Vendor List Template? 1) Centralized Vendor Information Store all vendor details, including contact information, pricing, payment terms, and contract details, in one structured database. 2) Improved Vendor Management Track vendor performance, categorize suppliers, and ensure smooth operations with clear records. 3) Seamless Collaboration Share vendor details with your team and ensure everyone has access to the latest updates. 4) Customizable to Your Needs Modify columns, add automation, and integrate with third-party tools to enhance efficiency. How This Template Works in Stackby This Vendor List Template is structured into tables that help you manage vendor information effectively. Vendors Table:- The core table where you store vendor details such as: Vendor Name Contact Information Service/Products Offered Payment Terms Contract Expiry Dates Vendor Categories TableOrganize vendors into different categories based on their services, reliability, or contract terms. This helps in filtering and selecting vendors quickly. Transaction Log TableMaintain a history of past transactions, purchase orders, and payments to track vendor performance and spending. Performance Tracking TableAssess vendor reliability and efficiency by tracking ratings, delivery timelines, and service quality. Key Features & Benefits Organized Vendor Database: Keep all vendor details structured for easy access. Customizable Views: Use filters, categories, and automation to tailor the template to your needs. Automated Reminders: Set up reminders for contract renewals or vendor evaluations. Collaborative Access: Share with teams for better decision-making and transparency. Integration-Friendly: Connect with APIs, email systems, and other procurement tools. Who Can Use This Template? Procurement teams to manage supplier relationships and track expenses. Event planners who work with multiple vendors for different services. Retailers and wholesalers to organize supplier lists and pricing. Small business owners who want a structured way to manage vendors and expenses. Getting Started with the Vendor List Template Add VendorsEnter vendor details, including names, contacts, and service descriptions. Categorize VendorsAssign them to relevant categories for easy filtering. Log TransactionsRecord payments, invoices, and past purchases. Monitor PerformanceTrack vendor ratings, delivery schedules, and service quality. Set AlertsUse automation to receive reminders for contract renewals or payment deadlines.

Managing client information is crucial for businesses of all sizes. A well-structured Client Database Template helps keep track of essential details, interactions, and transactions, ensuring businesses can maintain strong relationships and deliver personalized services. Why Use a Client Database Template? Manually tracking clients across multiple spreadsheets or documents can be time-consuming and prone to errors. A centralized Client Database Template offers a more efficient solution by enabling businesses to: Store and organize client contact details. Track interactions and communication history. Manage transactions and service requests. Improve customer relationships with personalized follow-ups. Streamline workflows and collaboration across teams. How This Template Works in Stackby Stackby provides a dynamic and customizable structure to store and manage client data efficiently. The Client Database Template includes multiple tables to ensure all essential client information is easily accessible and well-organized. Key Tables in the Client Database Template Clients Table – Maintain detailed client profiles, including names, contact details, and company information. Interaction Log Table – Track client interactions such as calls, emails, meetings, and follow-ups. Transactions Table – Store details of client purchases, service requests, or financial transactions. Client Status Table – Categorize clients based on relationship status (active, potential, past clients). Each table is fully customizable, allowing businesses to modify fields based on their unique requirements. Key Features & Benefits Centralized Client Information Store all client data in one place for easy access. Include essential details like names, emails, phone numbers, and company information. Track Client Interactions Log every interaction, including meetings, calls, and emails. Schedule follow-ups to maintain strong customer relationships. Manage Transactions & Deals Record sales, invoices, and pending payments. Link transactions to specific clients for easy reference. Client Segmentation & Filtering Categorize clients based on engagement level, industry, or sales potential. Use filters and views to quickly find high-priority clients. Automation & Integration Automate reminders for follow-ups and meetings. Integrate with email or CRM tools for seamless communication tracking. Who Can Benefit from This Template? This Client Database Template is perfect for: Small Businesses & Startups – Keep track of clients, leads, and deals in one place. Freelancers & Consultants – Manage client contacts, interactions, and service history. Sales & Marketing Teams – Store customer details, track outreach efforts, and monitor sales progress. Service-Based Businesses – Maintain records of client inquiries, service requests, and appointments. How to Get Started with the Client Database Template Import the Template – Add the template to your Stackby account. Customize Fields – Modify columns to suit your business requirements. Add Client Data – Input client details, past interactions, and transaction history. Track & Update Information – Keep the database up-to-date with real-time changes. Automate Workflows – Set up notifications and reminders for better client management.

Managing personal finances is essential for financial stability and achieving long-term goals. Whether you want to track expenses, set a savings plan, or stay on top of your monthly budget, a structured system helps you manage money effectively. The Personal Budget Template in Stackby simplifies budgeting by allowing you to categorize expenses, monitor income, and analyze spending patterns effortlessly. Why Use the Personal Budget Template? Keeping track of finances manually can be overwhelming and prone to miscalculations. With Stackby’s Personal Budget Template, you can: Organize your income and expenses in one place. Get a clear breakdown of where your money goes. Set financial goals and track your savings progress. Avoid overspending by monitoring monthly expenses. Plan for upcoming expenses with forecasting tools. How the Personal Budget Template Works in Stackby This template provides an easy-to-use structure with key tables that allow for efficient financial tracking and management. Key Tables in the Personal Budget Template Income Tracker – Keep a detailed record of your income sources, including: Salary Freelance Earnings Investments Other Income Sources Date Received Expense Tracker – Categorize and record all your expenses with details such as: Expense Category (Rent, Groceries, Utilities, Entertainment, etc.) Amount Spent Payment Method (Cash, Credit Card, Bank Transfer) Due Date Notes Savings & Goals – Plan and track your savings and financial goals, including: Goal Name (Emergency Fund, Vacation, Education, etc.) Target Amount Amount Saved Progress Percentage Monthly Budget Summary – A consolidated table that provides an overview of: Total Income Total Expenses Net Savings Budget Balance Key Features & Benefits Categorized Expense Tracking – Easily sort expenses by category to see where you spend the most. Real-Time Budget Monitoring – View current expenses vs. budget limits to prevent overspending. Automated Calculations – Total income, expenses, and savings are updated automatically. Visual Insights – Use charts and tables to analyze spending trends. Multi-View Options – Grid View for data entry, Calendar View for due dates, and Form View for easy input. Customizable & Scalable – Adapt the template to fit personal, household, or family budgeting needs. Who Can Benefit from This Template? Individuals & Families – Stay on top of household expenses and financial goals. Freelancers & Self-Employed Professionals – Track irregular income and manage business expenses. Students & Young Professionals – Plan monthly budgets and savings effectively. Anyone Looking to Improve Financial Habits – Gain better financial awareness and avoid unnecessary debt. How to Use the Personal Budget Template Add Income Details – Record all sources of income in the Income Tracker. Log Your Expenses – Enter daily or monthly expenses with relevant categories. Set Savings Goals – Plan your financial goals and update progress in the Savings & Goals table. Monitor Budget Balance – Use the Monthly Budget Summary to compare income, expenses, and savings. Analyze & Adjust – Review spending trends and adjust your budget accordingly.

Maintaining a clean and organized space is essential for homes, offices, hotels, and commercial spaces. However, keeping track of cleaning schedules, tasks, and progress can be challenging without a structured system. The Cleaning Log Template in Stackby helps individuals, businesses, and cleaning teams efficiently log cleaning activities, manage schedules, and document completed tasks in one place. Whether you are managing housekeeping teams, office cleaning routines, or personal cleaning checklists, this template ensures everything stays on track. Why Use This Cleaning Log Template? Many organizations struggle with: Disorganized cleaning records – Difficulty tracking what has been cleaned and when. Lack of a structured cleaning schedule – No clear visibility into upcoming cleaning tasks. No proof of completed work – No way to document cleaning progress with photos or reports. Inconsistent cleaning practices – Tasks are missed due to lack of oversight. This Cleaning Log Template helps address these issues by providing a centralized, customizable system to monitor and manage all cleaning activities efficiently. How This Template Works in Stackby The Cleaning Log Template consists of a single table: Cleaning Table This table logs all cleaning-related activities, schedules, and task details. It includes four views to organize and filter cleaning tasks effectively: Master View – Displays all cleaning tasks, including assigned areas, dates, and status. Types View – Categorizes cleaning tasks by type (e.g., deep cleaning, daily maintenance, sanitation). Schedule View – Shows upcoming cleaning tasks based on a pre-set schedule. Photos View – Allows users to attach images as proof of completed cleaning tasks. Key Features & Benefits Track Cleaning Activities – Log every cleaning task and mark progress. Organized Cleaning Schedule – Plan and manage upcoming cleaning routines. Categorized Cleaning Types – Differentiate between routine, deep cleaning, and special tasks. Photo Documentation – Upload images of cleaned areas for verification. Collaboration & Automation – Assign tasks, set reminders, and track team progress. Customizable & Scalable – Adapt to different cleaning needs, whether for homes, offices, or businesses. Who Can Benefit from This Template? Hotels & Hospitality – Track housekeeping tasks and ensure cleanliness standards. Offices & Workspaces – Maintain a clean environment with scheduled cleaning routines. Cleaning Service Providers – Manage client cleaning tasks and provide proof of service. Homeowners & Renters – Organize personal cleaning schedules and reminders. Facility Managers – Ensure maintenance and sanitation compliance. Getting Started Copy the Cleaning Log Template into your Stackby workspace. Add cleaning tasks under the Cleaning Table and categorize them by type. Use the Schedule View to plan upcoming cleaning tasks. Upload images in the Photos View to track completed tasks.

Brilliant ideas often get lost without a structured system to track them. Whether you're an entrepreneur, a creative professional, or a team brainstorming innovative projects, you need a reliable way to capture, organize, and manage your ideas from start to finish. With Stackby’s Idea Tracking System Template, you can document your ideas, store assets, set due dates, assign priorities, and monitor progress—all in a single, customizable workspace. This template functions like an advanced to-do list but with powerful features that help you visualize your creative workflow and ensure that no idea is left behind. Using Stackby’s Gallery View, you can add images, attach assets, and track your idea's evolution over time. Whether it's a business strategy, a creative concept, or a product development plan, this template helps you track every stage—from brainstorming to execution. Why Use This Idea Tracking Template? Ideas come and go quickly, and without a structured system, it’s easy to lose track of them. Manually managing ideas through scattered notes, emails, or spreadsheets can be frustrating. This template provides an efficient, centralized solution to capture and refine your ideas effectively. Organize your ideas – Store every idea with images, assets, and key details in one place. Track progress easily – Move ideas from concept to completion using status markers. Never miss a deadline – Assign due dates and priorities to stay on track. Visualize the creative process – Use the Gallery View to see how ideas evolve over time. Collaborate effortlessly – Share with team members and work together in real-time. How This Template Works in Stackby This Idea Tracking System Template is built to help you systematically document and develop ideas. Here’s how you can use it: Gallery View – A visual database where you can add new ideas, upload images, and track assets. Headlines & Descriptions – Clearly define each idea with a title and supporting details. Due Dates & Priorities – Set deadlines and categorize ideas based on urgency and importance. Progress Tracking – Mark ideas as ‘In Progress,’ ‘Completed,’ or ‘On Hold’ to monitor execution. Asset Storage – Attach relevant files, links, or design elements to each idea. Collaboration & Workflow Management – Share with teams, assign responsibilities, and track execution in real-time. Key Features & Benefits Customizable & Flexible – Adapt fields, categories, and workflows to fit your needs. Visual Tracking with Gallery View – See all your ideas in an interactive, organized layout. Easy Progress Monitoring – Update statuses and track milestones at a glance. Seamless Collaboration – Work with teams to refine and implement ideas efficiently. Cloud-Based & Accessible Anywhere – Keep your ideas safe and accessible from any device. Who Can Benefit from This Template? Entrepreneurs & Startups – Organize business ideas, validate concepts, and track execution. Creatives & Designers – Store design inspirations, client ideas, and creative projects. Marketing & Strategy Teams – Plan and manage campaigns, content ideas, and business strategies. Innovators & Researchers – Keep track of insights, research ideas, and experimental concepts. Getting Started Copy the template into your Stackby account. Customize fields to match your workflow. Add ideas with images, due dates, and descriptions. Track progress with status updates and deadlines. Collaborate with your team to bring ideas to life. Final Thoughts Great ideas deserve great execution. Whether you’re working solo or with a team, this Idea Tracking System Template ensures every idea is documented, refined, and successfully implemented. Start using this template today and bring your ideas to life with Stackby. 

Guest Experience Management

Track Customer Loyalty and Improve Retention with Stackby’s Net Promoter Score (NPS) Template Understanding what your customers truly think about your brand can be the difference between business growth and stagnation. That’s where Net Promoter Score (NPS) comes in. Stackby’s Net Promoter Score Template is designed to help you effortlessly collect, analyze, and act on customer feedback. Whether you're a startup, SaaS company, agency, or enterprise team — this template gives you a clear snapshot of customer satisfaction and loyalty, all in one place. What is Net Promoter Score (NPS)? Net Promoter Score is a customer loyalty metric that gauges how likely your customers are to recommend your product or service to others. Customers are categorized into three groups based on their rating (0–10): Promoters (9–10): Loyal enthusiasts who will keep buying and refer others. Passives (7–8): Satisfied but unenthusiastic customers. Detractors (0–6): Unhappy customers who can damage your brand. The score is calculated by subtracting the percentage of Detractors from the percentage of Promoters. What’s Inside the Template? This Net Promoter Score Tracker in Stackby helps you: Collect customer responses via forms or integrations. Categorize responses into Promoters, Passives, and Detractors. Auto-calculate your NPS using formula columns. Add follow-up notes or action plans based on feedback. Visualize your data through charts and dashboards. Pre-built columns include: Customer Name and Email Survey Date NPS Rating (0–10) Category (auto-calculated: Promoter, Passive, Detractor) Feedback or Comment NPS Score (formula) Assigned Team Member Status and Follow-up You can also connect it with your CRM, email automation tool, or feedback platform using APIs or third-party tools like Zapier. Key Features Automated Categorization: Based on the score entered, customers are auto-labeled as Promoters, Passives, or Detractors.Real-time Score Calculation: Instantly calculates your current NPS based on active responses.Customizable Views: Filter and group data by rating category, date, or customer segment.Action-Oriented Tracking: Assign team members to follow up and track resolution status.Visual Analytics: View charts for NPS trends over time to spot customer sentiment patterns. Benefits of Using Stackby’s NPS Template Streamline Feedback Collection: Import survey data directly or link Stackby forms with your email campaigns. Improve Customer Relationships: Quickly identify unhappy customers and take action to improve retention. Data-Driven Decisions: Understand what’s driving loyalty and where you need to improve. Cross-Team Collaboration: Assign follow-ups to support, product, or customer success teams. Simple & Scalable: Works whether you're surveying 10 or 10,000+ customers. Who Should Use This Template? This template is ideal for: SaaS businesses measuring user satisfaction post-onboarding or after support. Product teams seeking feature feedback and sentiment analysis. Marketing and customer success teams identifying brand advocates. Agencies or service providers who want to track satisfaction across projects. Ecommerce businesses looking to enhance post-purchase experience. Use Case Example Imagine you're a customer success manager at a growing SaaS startup. You’ve just rolled out a major update and want to see how customers respond. With this template, you can collect user feedback, tag their sentiment, and track changes in your NPS over time. It helps you spot if the new release delighted or frustrated your users — and make smarter decisions going forward. Get Started Today Ready to improve your customer feedback process? Use this free Net Promoter Score template by Stackby to measure what matters most — your customers' loyalty. Customize it to your needs, integrate it with your favorite tools, and start turning insights into action. Try it now — no coding required, fully customizable, and free to use.   

Vendor Assessment Template

Whether you're running a business, managing personal assets, or overseeing inventory, staying on top of asset management can be a challenge. Assets can vary from physical items like equipment and machinery to intangible assets such as intellectual property and software licenses. Proper asset tracking is essential to ensure everything is accounted for, properly maintained, and used effectively. The Asset Tracker Template in Stackby makes it easy to track, organize, and manage all your assets in a single place. With features such as customizable tables, real-time tracking, and powerful reporting capabilities, this template is designed to streamline asset management and provide insights into your asset performance. Why Use the Asset Tracker Template? Managing assets, whether for a business or personal use, requires careful attention to detail and organization. Some of the common challenges faced include: Loss or misplacement of assets Difficulty in tracking asset maintenance schedules Inability to monitor asset usage and depreciation Limited visibility over the status and location of assets With the Asset Tracker Template in Stackby, you can tackle these challenges and improve your asset management process. This template allows you to track various asset details in one centralized platform and provides visibility into their status, location, and other critical information. How the Asset Tracker Template Works in Stackby This template consists of multiple tables, each designed to help you track and manage different aspects of your assets. 1. Asset Information Table This table serves as the core of the Asset Tracker Template, where all essential asset information is stored. Key columns include: Asset Name – The name of the asset Asset Type – Categorize assets (e.g., office equipment, machinery, intellectual property) Asset ID/Serial Number – Unique identifier for each asset Purchase Date – Date when the asset was acquired Value – Original cost or market value of the asset Location – Where the asset is currently stored or located Status – Current status (active, in maintenance, decommissioned, etc.) Assigned To – Person or department responsible for the asset 2. Maintenance & Service Log Table This table helps you track the maintenance and service schedules for your assets. Key columns include: Maintenance Date – Date when maintenance was performed Service Provider – The company or individual who performed the service Service Details – Description of the maintenance or repair conducted Next Service Due – Date when the next service or check-up is due 3. Depreciation & Value Over Time Table Track how your assets depreciate over time, which is particularly useful for businesses handling fixed assets for tax or financial reporting. Key columns include: Depreciation Start Date – When the asset starts depreciating Depreciation Method – The method used for depreciation (e.g., straight-line, declining balance) Annual Depreciation – The yearly depreciation amount Current Value – The current book value of the asset after depreciation 4. Asset Disposal/Transfer Table Keep track of assets that are no longer in use, either by being disposed of, sold, or transferred to another location. Key columns include: Disposal/Transfer Date – When the asset was disposed or transferred Reason – The reason for disposal or transfer (e.g., end of life, upgraded) Value at Disposal – The value of the asset when it was disposed of Key Features & Benefits Centralized Asset Management – All asset details, including purchase, maintenance, and status, are tracked in one place. Customizable Asset Categories – Organize assets based on your needs (e.g., equipment, software, vehicles). Real-Time Tracking – Keep an up-to-date record of asset status, location, and ownership. Maintenance & Service Schedules – Stay on top of asset servicing and maintenance deadlines. Depreciation Tracking – Monitor asset depreciation for financial planning and tax purposes. Easy Collaboration & Sharing – Share asset records with team members, departments, or stakeholders for seamless collaboration. Automated Reports – Generate custom reports and visualize data for insights on asset performance. Who Can Benefit from This Template? Business Owners – Keep track of company assets such as equipment, machinery, and office supplies. Facilities Managers – Ensure assets like HVAC systems, security equipment, and vehicles are properly maintained. Finance Teams – Monitor asset depreciation for accurate accounting and tax filings. IT Managers – Track software licenses, hardware, and IT infrastructure for efficient use and upgrades. Individuals – Personal asset management, such as tracking valuable items or household assets. Getting Started with the Asset Tracker Template Copy the template to your Stackby workspace and set up asset categories that match your needs. Enter asset information including name, value, purchase date, and status into the Asset Information Table. Track maintenance schedules and assign service tasks in the Maintenance & Service Log Table. Monitor depreciation over time in the Depreciation & Value Over Time Table. Log asset disposal or transfers in the Asset Disposal/Transfer Table. Customize views and automate reminders for key events like maintenance or service due dates.