Simple Order Form Template

Efficient onboarding is vital to ensure new hires are equipped with the tools and information they need to become productive from day one. While HR handles the cultural and administrative aspects, IT departments are responsible for enabling access, provisioning hardware, and setting up the necessary systems. The IT Employee Onboarding Tracker by Stackby is designed to bring order, clarity, and collaboration to this process. This fully customizable template enables IT and HR teams to work together in a centralized space—tracking assets, credentials, onboarding progress, and documentation for every new employee. Whether you're onboarding a single hire or managing multiple joiners across departments, this solution provides a structured and scalable approach.  Key Elements Tracked in the Template 1. New Hire Details Start with the essential information: employee name, department, role, start date, manager, work location, and onboarding status. Use filters or grouping to organize hires by department or joining month. 2. Device & Asset Allocation Keep a detailed log of IT hardware assigned to each employee—laptops, monitors, headsets, phones, and more. Track issue date, serial numbers, condition, expected return date, and return status for efficient asset management. 3. Access and Tools Setup For each employee, list all required software and system credentials such as email, Slack, VPN, project management tools, and CRM platforms. Record the setup status, provisioning date, and the IT personnel responsible for each item. 4. Training and Orientation Track mandatory onboarding sessions and technical training. Include training names, dates, trainers, completion status, and comments. This ensures new hires are equipped with the necessary knowledge for their roles. 5. Documentation and Acknowledgment Ensure compliance by logging document submissions like NDAs, IT usage policies, data protection acknowledgments, and ID verification. Each entry includes submission date, file attachment, and approval status.  Template Capabilities and Views Status-Based WorkflowsAssign onboarding stages such as “Pending IT Setup,” “Access Granted,” “Device Delivered,” and “Onboarding Complete.” View team-wide progress in a Kanban layout or Grid view. Calendar & Timeline ViewsVisualize start dates, task deadlines, or asset return dates using calendar and timeline views. Ideal for planning ahead and avoiding last-minute issues. Linked RecordsConnect employee records with asset allocation, system credentials, and training schedules using linked columns. This creates a relational structure that enhances visibility and data management. Reminders and AutomationsUse Stackby’s automation features to set reminders for incomplete tasks or due dates for access setup and device returns, reducing manual follow-ups. Attachment SupportUpload offer letters, signed documents, ID proofs, or onboarding guides directly to each record, making it easy to retrieve key documents in one place. Benefits and Use Cases Unified Workspace for IT and HRCoordinate across departments in a single platform to reduce gaps in communication and task handoffs during onboarding. Improved AccountabilityAssign individual responsibilities and track the progress of each task, from issuing hardware to setting up accounts. Standardized Onboarding ProcessDefine and follow a consistent onboarding process regardless of department, location, or role—ensuring all employees get what they need. Remote Onboarding ReadySupport distributed teams by organizing shipping schedules, remote access setup, and virtual training in a central system. Auditable Records and ComplianceMaintain accurate records for audits, IT policy adherence, and equipment accountability. Who Should Use This Template? IT Managers overseeing employee technology provisioning HR and People Operations teams managing onboarding logistics Startups and growing companies aiming to standardize their onboarding process Remote-first organizations managing distributed hires With the IT Employee Onboarding Tracker, your team can bring structure and visibility to one of the most critical moments in an employee’s journey. It’s more than just a task list—it’s your all-in-one workspace to ensure a successful and stress-free onboarding experience. 

A cleaning schedule is a list of things to be done in cleaning the house and the workplace at a specific time. This cleaning schedule Template can be daily, weekly, or monthly. Cleaning schedules are important. Through these, tasks are equally divided into assigned cleaners and sanitize all things on time.

Managing IT operations in any organization can quickly become overwhelming without the right systems in place. From tracking hardware and software assets to handling support tickets, managing vendors, and ensuring compliance, IT teams must juggle a wide range of responsibilities daily. To help streamline these operations, the IT Management Dashboard Template in Stackby offers a centralized, collaborative platform that brings together all critical IT functions. This template is designed for IT teams, system administrators, and infrastructure managers who need to track, manage, and report on their technology stack with accuracy and clarity. Whether you're part of a growing startup or an established enterprise, this flexible, no-code template adapts to your workflows and helps maintain full visibility over IT resources.  Key Areas Covered in the Template 1. IT Asset Tracker This module logs every piece of hardware in your organization—from laptops and desktops to routers, monitors, and mobile devices. Each entry includes: Asset ID and type Assigned user or department Purchase date and warranty expiration Status (In Use, Available, Under Repair, Retired) Vendor and serial number The asset tracker ensures every piece of IT equipment is accounted for and can be easily monitored through views like “Assets by Department” or “Warranties Expiring Soon.” 2. Ticket Management Support requests are tracked through a dedicated ticket log. IT team members can use this table to: Record issue details and requestor information Assign tickets to technicians Set priority and current status (Open, In Progress, Resolved) Track resolution time and feedback Tickets can be visualized in Kanban view for workflow clarity or filtered by urgency for triaging. 3. Software License Monitoring Stay compliant by maintaining an accurate record of all software used across the organization. This section includes: Software name and license type Expiration and renewal dates Number of active users License keys and documentation Never lose track of a license renewal again with built-in reminders and calendar views. 4. Vendor Directory Manage all IT vendors in one place—hardware suppliers, cloud service providers, software resellers, and more. Each entry captures: Vendor contact details Services provided Contract periods and renewal terms Assigned point of contact This helps with centralized relationship management and streamlines procurement decisions. 5. Project and Implementation Tracker Keep tabs on all ongoing and planned IT projects—like infrastructure upgrades, cybersecurity implementations, or new software rollouts. Each record allows you to track: Project owner and team members Timeline and milestones Budget, progress status, and notes Linked tickets and assets involved View projects on a timeline to monitor deadlines or filter by status for reporting purposes. Template Features and Custom Views Grid, Kanban, and Calendar ViewsCustomize views to match your workflow—track open support requests in Kanban or view asset return dates on a calendar. Relational LinkingLink software licenses to assigned employees, tickets to projects, and vendors to assets to create a relational database-like experience. Automation ReadySet up alerts for upcoming renewals, overdue tickets, or asset audits using Stackby’s built-in automation tools. Attachments and CommentsUpload supporting documents such as invoices, contracts, screenshots, and user guides directly into each record. Customizable FieldsTailor each table to your organization’s specific needs—add dropdowns, checkboxes, date pickers, or URL fields.  Who Is This Template For? IT Managers & AdministratorsGain visibility into assets, workloads, licenses, and support pipelines. Startups & Mid-Sized BusinessesEstablish scalable IT processes as your business grows. Enterprise Tech TeamsStandardize IT workflows across multiple teams or departments. MSPs (Managed Service Providers)Monitor and manage client systems in one dashboard with ease. The IT Management Dashboard Template for Stackby gives you a real-time overview of your entire IT ecosystem—improving response times, reducing errors, and enabling smarter decisions. With the flexibility of no-code customization and the power of collaboration, you can run IT operations more efficiently than ever before. Let us know if you’d like help adding sample data, formulas (e.g., tracking asset ROI or SLA breaches), or setting up views for your organization. 

Managing IT procurement efficiently is crucial for maintaining smooth operations across any organization. From sourcing hardware and software to tracking vendor quotes, approvals, and deliveries, the process often involves multiple stakeholders and moving parts. That’s why Stackby’s IT Procurement Tracker Template is designed to help IT teams organize, automate, and streamline their purchasing workflows—all in one centralized workspace. This flexible and customizable template enables you to log procurement requests, manage vendor relationships, monitor budgets, and ensure timely deliveries. Whether you’re part of an internal IT department, a procurement team, or a managed service provider, this tool is tailored to simplify your IT acquisition process and keep everyone aligned. What This Template Helps You Manage 1. Procurement Requests Tracker Start by capturing procurement needs from various teams. Each entry includes a request ID, requestor name, department, item description, quantity needed, required date, and priority. The status field keeps you informed whether the request is “Under Review,” “Approved,” “Ordered,” or “Delivered.” 2. Vendor List Maintain a detailed list of approved vendors, including contact details, categories supplied (hardware, software, networking), ratings, and terms of service. You can link vendors to specific procurement requests to ensure transparency in sourcing. 3. Quotes and Pricing Store multiple quotes for each procurement item and compare vendor pricing easily. Track quote numbers, item breakdowns, pricing, taxes, and expiration dates to select the best value options. 4. Order & Delivery Status Once a request is approved, track the purchase order ID, order date, expected delivery, shipping status, invoice number, and total cost. This section helps ensure timely follow-ups and identifies delays early. 5. Budget Monitoring Integrate procurement entries with department budgets or cost centers. Compare estimated vs actual spending per item or vendor using custom formulas. This ensures better forecasting and accountability. Key Functional Capabilities Custom Workflows:Move items seamlessly through various stages—Requested, Approved, Ordered, Delivered—using dropdowns or Kanban views. Vendor Comparison:Link multiple quotes to each procurement item and use formulas to automatically highlight the lowest price. Timeline Tracking:Use calendar views to track expected delivery dates or procurement cycles by week or month. Automated Reminders:Set alerts for pending approvals, quote expiration, or delayed deliveries through Stackby’s automation tools. Attachments & Documentation:Upload invoices, purchase orders, product specs, and quote PDFs directly to each record for centralized documentation.  Use Cases for This Template Internal IT DepartmentsManage employee requests for laptops, software licenses, monitors, or cloud services with clear visibility and approval workflows. Procurement & Finance TeamsStreamline communication between IT and finance by maintaining cost records, budgets, and vendor history in one place. Startups & Growing CompaniesBuild a scalable procurement process from day one to avoid miscommunication or overspending. Education, Healthcare, and GovernmentMaintain compliance, documentation, and audit trails for all IT acquisitions.  Why Use Stackby for IT Procurement? Traditional procurement systems can be overly complex or expensive. Stackby offers the flexibility of a spreadsheet with the power of a database, allowing you to adapt the template to your specific needs—whether that’s adding approval workflows, calculating taxes, or integrating with communication platforms like Slack or Microsoft Teams. The template also works well in collaborative environments. Procurement managers, IT staff, department heads, and finance officers can all contribute, review, and update information in real time, ensuring transparency and coordination. With built-in views like “Pending Orders,” “High-Priority Requests,” and “Vendor Comparison,” you can manage the full lifecycle of procurement in a visual, efficient way. Would you like help generating: Sample formulas (e.g., calculating total cost with tax)? Dashboard summaries (e.g., open orders by vendor or cost category)? Column-by-column descriptions? Let me know and I can create those next. 

Efficient IT support is essential to keeping your organization running smoothly. Stackby’s IT Ticket Management Template provides a comprehensive, customizable solution to track, manage, and resolve internal IT issues with clarity and speed. Designed for IT help desks, system administrators, and technical support teams, this template gives you a structured way to streamline your ticketing workflow—from issue reporting to resolution. Whether your company handles a handful of support tickets or dozens per day, organizing them efficiently can prevent SLA breaches, reduce response time, and boost internal satisfaction. With this template, you can not only log each support ticket but also track key details like requestor information, ticket priority, issue categories, assigned agents, resolution status, and SLA timelines. What This Template Offers This template is structured into multiple connected views to offer full visibility into your support process. Here’s a breakdown: 1. Support Tickets View Capture all incoming IT issues in a central table. Each ticket can be logged with an auto-generated ID, priority, description, requester details, department, and issue category. You can assign tickets to specific agents, update their status, and track SLA deadlines and resolution time. 2. Agent Directory Keep a centralized list of your IT support team members. Track their contact info, skill levels, roles (Level 1, 2, or 3), and total tickets assigned. This ensures that requests are always routed to the right person based on issue type or expertise. 3. Requester & Department Directory Know who raised each issue and from which department. This makes follow-up easier and gives insights into recurring problems in specific teams like HR, Finance, or Marketing. 4. Issue Categories Classify each ticket based on predefined issue categories like Hardware, Software, Network, or Access. Assign default SLA durations to each category to help your team stay accountable and prioritize effectively.  Key Functional Highlights Priority & Status TrackingInstantly view the status of every ticket—whether it’s Open, In Progress, Resolved, or Closed—along with priority levels from Low to Urgent. SLA & Resolution MetricsUse built-in date and formula columns to track SLA due dates, measure actual resolution time, and flag overdue tickets. Agent Assignment & WorkloadLink each ticket to an agent from your support team. Analyze individual workloads using formulas to ensure even distribution and fast response. Automated Views & FiltersCreate filtered views like “High Priority Tickets,” “Tickets Due Today,” or “Resolved This Week” to keep your team focused on what matters most. Attachment & Communication LogsAdd screenshots, documents, or logs to each ticket. Use long text fields to track back-and-forth conversations with requesters. Use Cases In-House IT TeamsTrack internal requests across all departments, improve SLA compliance, and ensure quicker turnaround. Managed IT Service Providers (MSPs)Use the template to manage client tickets in a white-labeled workspace and report on resolution times. Startups & SMEsImplement an easy-to-use IT help desk system without the cost of complex software. Educational or Government InstitutionsLog and resolve tech issues from faculty, students, or staff while maintaining audit trails. Why Use Stackby for IT Ticket Management? Unlike rigid help desk software, Stackby lets you fully customize the template to your needs. You can: Build ticket submission forms for employees Create automated reminders and status updates Visualize workload via Kanban boards or calendar views Integrate with tools like Slack or Gmail to trigger alerts or auto-create tickets This flexibility makes Stackby ideal for businesses that need a lightweight yet powerful IT management system. Get started instantly, adapt the fields as you grow, and centralize your ticket lifecycle in a collaborative workspace. Would you like me to now help create: A visual layout or screenshot mockup? Help text for each column in the template? Dashboard metrics (e.g., ticket status summary, agent workload charts)?

Product inventory is used to record and monitor a company's inventory and manage sales effectively and efficiently. Using product inventory is necessary for any company's smooth functioning, and the best way to achieve that is by using a product inventory template! A product inventory template would make things easier for the company to comprehend and make informed decisions. What is the Product Inventory Template? A Product inventory template is used to record and monitor a company’s inventory of products and manage sales. Product inventory template also makes it easier for companies to realize their best-selling product and the company's least performing product. Using a product inventory template, companies can manage their warehouses in a more organized and efficient manner. Why do you need a Product Inventory Template? Product Inventory Template will help companies to replenish their stocks in time to avoid running out of in demand products. By using a product inventory template, companies can easily manage the rise and fall of demand. They would know exactly how much inventory they have and start acting in advance to prepare themselves. Having a good product inventory system would lead to happy and loyal customers because they know you would fulfil their demands. Having a proper product inventory would lead to cost-cutting and would reduce human error issues. Fewer errors results in less money and time spent fixing the problems. Who is this template for? The inventory manager of a company can use this template to get the entire process automated, have all the information at one glance, and make important and effective inventory management decisions. How will Stackby’s Product Inventory Template help you? With a single glance, you can get an overview of all your products. Our Product Inventory template will make your job easier in the following ways: Our template lets you see a detailed summary of all the inventory your company has, in an easy and accessible way. Our template provides you with all the information required by your company to make informed decisions. Information like product name, product photo, type of product, can be easily entered to keep track. You can enter their product ID, stock left with the company, their unit price, total inventory value of every individual product, and supplier name. If required, you can also keep details about the shelf where the product is stored under stock or not indicator and a notes section, for additional comments. This template lets you individually track the inventory of individual products. You also get the option to view the inventory in a gallery view option on our template for easy analysis. You also get the options to filter through all your products and look at specific products and our template; the option to sort it using different options is also available. You can also hide certain columns for a better inspection of certain aspects of your product's inventory. You Will Also Find These Templates Useful: Product Roadmap Product Launch Agile Product Planning Template  Product Operations 

Managing your company’s software inventory is a complex but critical task. From tracking licenses to ensuring compliance, the stakes are high for IT teams and procurement managers alike. The Software Asset Management template by Stackby brings clarity and structure to your entire software lifecycle—so you can focus on efficiency, reduce overspending, and stay audit-ready. Whether you're part of an enterprise IT team, a small business managing digital tools, or a procurement specialist reviewing vendor contracts, this template provides an all-in-one hub to manage every aspect of your software ecosystem.  Key Features of the Template  1. Centralized Software Inventory At the heart of this template is the Software_Inventory table, where you’ll manage your entire portfolio of software applications. Key Fields Include: Software Name Category Vendor Name License Type Number of Licenses Purchase Date & Renewal/Expiration Date Assigned To License Cost and Total Cost Status  Each entry is clearly organized and linked to its vendor and audit history, giving you complete control and visibility over all active and inactive assets. 2. Track Vendor Details The Vendors table stores all vendor contact information, so you’re always one click away from support or contract renewal queries. Key Fields: Vendor Name Contact Person Email & Phone Website Address Link vendors directly to the software they provide to create a network of relationships that supports easier communication and procurement.  3. Perform Regular Audits Never miss a compliance checkpoint again. The License Audit table allows you to track audit history and flag issues before they become problems. Key Fields: Software Name  Audit Date Compliance Status  Notes Assigned Auditor Follow-Up Required  This table is perfect for documenting your audit logs and staying transparent with upper management or regulators.  Use Cases: IT Departments tracking software lifecycle across global teams Procurement Teams monitoring licenses, renewals, and costs Startups and SMBs ensuring they stay compliant without overspending Enterprises preparing for internal or third-party audits CIOs & CTOs aiming for greater software visibility across departments About Template This template includes 3 relational and customizable tables that work seamlessly together: Software Inventory – Master list of software and license information Vendors – Contact and contract details of software providers License Audit – Log of compliance audits and follow-up requirements You can customize this template to fit your needs by adding columns (e.g., renewal alerts, cost center, department), linking external forms for software requests, or using views like Kanban or Calendar to track upcoming renewals. Stackby’s flexibility allows you to view your software assets as a grid, form, calendar, or even automate reminders using integrations with tools like Slack, Gmail, or Microsoft Teams.  Final Thoughts With software expenditures taking up a significant portion of operational budgets, it's essential to manage them proactively. This Software Asset Management Template helps you standardize your tracking process, reduce waste, stay compliant, and make smarter IT decisions. Whether you're managing 10 licenses or 10,000, this template is a powerful foundation to build your digital inventory management system—free to use, fully customizable, and designed for teams. 

Clearly scope and manage your project plan with the statement of work template, built especially for project managers. Check Out Other related Teplates :Product Operations  

Introduction Running a company involves much more than just earning profits! To keep the company or facility running, it is necessary to maintain the condition of the facility and pay heed to all the requirements of the employees. This involves a good level of forethought, maintenance, and management activities, and that’s where our Facilities Planning Template comes in handy. Facilities-related requirements vary according to the nature of your company, and They may range from various electronic equipment to simple furniture like tables, chairs, computer desks, and so on. Some common maintenance requirements usually include washroom maintenance, restocking papers for the printer, or just simply making sure the coffee machine is in working order. A company may have many maintenance requests and facility planning across departments, and it can prove to be quite hectic to manage them all using different platforms. All these activities may become a lot to tackle, if managed separately. The person or the team that has to oversee all the facility maintenance requests from different departments can get a bit overwhelmed, to say the least. A facility planning template helps you to manage all this information in one place and provides you with the opportunity to tackle all the maintenance requests from a single location. Why do we need a Facility Planning Template? If we have an organized and updated facilities list, asset tracking and management gets easier. All the different inventory is kept at a particular place, and tracking it easily saves a lot of time. Record-keeping becomes simple and easy when you use a single facility planning template. Employees perform more efficiently in a workplace which is well run and managed properly. Chances of missing any request regarding replacement, addition or management becomes quite less. A facility planning template will help you ease down your work and let you manage your requests from a single location. How will Stackby’s Facility Planning Template help you? With the facility planning template created by Stackby, you can schedule maintenance requests, keep track of your facilities budget, send out updates on maintenance requests to your employees, all from one place. You can even add a picture of the item that has been requested for maintenance or servicing. The facilities planning template lets you add data such as item name, item type, location, cost of maintenance, the status of maintenance etc.. You can also add more columns if required. The Facilities Planning template is easily customizable, and you can add the data in a systematic category and search accordingly. Now, plan your facility efficiently and effectively at one place and manage your budget along with it without being daunted by the immense amount of work. Divert your attention to managing the company and save time on tackling maintenance activities with the Facilities Planning Template 

Keeping equipment in top-notch condition is essential for any business that relies on machinery and tools. Regular maintenance ensures longevity, prevents breakdowns, and saves money in the long run. Stackby’s Equipment Maintenance Template is designed to help you organize, schedule, and track maintenance tasks efficiently. Whether you're managing a small workshop or a large industrial facility, this template will help you stay on top of all your maintenance needs. Why Use the Equipment Maintenance Template? Streamline Your Maintenance Process Managing maintenance schedules and tasks can be overwhelming, especially when dealing with numerous pieces of equipment. Stackby’s equipment maintenance log template provides a clear and organized way to track all your maintenance activities. This helps ensure that nothing falls through the cracks and that all equipment receives the attention it needs. Prolong Equipment Lifespan Regular maintenance is key to extending the lifespan of your equipment. By keeping detailed records of all maintenance activities, you can ensure that your machinery is always in optimal condition. This not only prevents costly breakdowns but also maximizes the return on your investment. Improve Efficiency and Safety Well-maintained equipment operates more efficiently and safely. This equipment maintenance schedule template helps you schedule regular maintenance checks, reducing the risk of accidents and ensuring that your equipment performs at its best. This can lead to improved productivity and a safer working environment. Customizable and User-Friendly Every business has unique maintenance needs. Stackby’s template is fully customizable, allowing you to tailor it to fit your specific requirements. Add custom fields, adjust layouts, and organize data in a way that works best for you. The user-friendly interface makes it easy for anyone on your team to use. Who Can Benefit from This Template? Manufacturing Plants Manufacturing plants with numerous machines and equipment can use this template to schedule and track maintenance tasks. This ensures that all machinery is well-maintained, reducing downtime and improving overall productivity. Construction Companies Construction companies rely heavily on their equipment. This template helps track maintenance for everything from heavy machinery to smaller tools, ensuring that all equipment is safe and ready to use on job sites. Small Workshops Small workshops can benefit from this template by organizing their maintenance tasks in one place. This helps keep all equipment in good working condition, preventing unexpected breakdowns that can disrupt operations. Facilities Management Facilities managers overseeing large buildings or campuses can use this template to schedule and track maintenance for various equipment and systems. This ensures that all facilities operate smoothly and efficiently. IT Departments IT departments can use this template to track maintenance for servers, computers, and other hardware. Regular maintenance helps prevent technical issues and ensures that all systems are running efficiently. Benefits of Using Stackby’s Equipment Maintenance Template Organized Maintenance Schedules Keep all your maintenance tasks organized in one place. This template helps you schedule regular maintenance, track completed tasks, and plan upcoming activities, ensuring that every piece of equipment gets the attention it needs. Detailed Maintenance Records Maintaining detailed records of all maintenance activities helps you monitor the condition of your equipment over time. This information is invaluable for making informed decisions about repairs, replacements, and upgrades. Increased Equipment Reliability Regular maintenance reduces the risk of unexpected breakdowns, ensuring that your equipment is always ready when you need it. This increases reliability and helps you maintain consistent operations. Cost Savings Preventative maintenance is often less expensive than emergency repairs. By staying on top of maintenance tasks, you can avoid costly breakdowns and extend the lifespan of your equipment, saving money in the long run. Enhanced Safety Well-maintained equipment is safer to use. This template helps you ensure that all safety checks are completed on time, reducing the risk of accidents and creating a safer working environment for your team. Customizable to Your Needs Every business has unique maintenance requirements, and Stackby’s template is designed to be fully customizable. Add the fields and information that are most important to you, ensuring that the template fits your specific needs and evolves with your business. Managing equipment maintenance doesn’t have to be a headache. Stackby’s Equipment Maintenance Template provides the tools you need to organize, schedule, and track all your maintenance tasks efficiently. Whether you're managing a manufacturing plant, a construction company, a small workshop, or any other type of facility, this template will help you keep your equipment in top-notch condition. Start using Stackby’s Equipment Maintenance Template today and take the hassle out of equipment maintenance!