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Visitor Management System Template

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Visitor Management System Template

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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 using database software capabilities.
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, similar to maintaining a client database for business contacts.
Store the date and exact time of the visit for each visitor with operations management tracking.
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 using form builders.
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 through an employee database management system.
Monitor the total number of visitors that have visited each member of your team.
Manage and update the details as and when required with facilities management features.

Copy the stack today and simplify your visitor management system with this user-friendly visitor management template. Organizations can integrate this with compliance tracking for security protocols and utilize vendor management for supplier visits. HR teams can also benefit from recruitment tracker when managing candidate interviews, while leveraging customer database software to maintain detailed visitor records and using HR management software for streamlined employee-visitor coordination.

Other Related Templates

Template showing vendor ratings, performance metrics, and evaluation criteria Templates

Vendor Assessment Template

The Vendor Assessment Template is a powerful and customizable solution designed for procurement teams, supply chain managers, and business owners to effectively evaluate and manage vendor performance. Whether you're working with long-term suppliers or assessing new potential vendors, this template gives you a structured framework to compare key metrics and make data-driven decisions. With fields covering product/service quality, delivery timelines, pricing, compliance, and communication efficiency, this template helps standardize your evaluation process and bring clarity to vendor management. Built on Stackby, this template can be customized, automated, and linked across teams and functions. Key Tables and Fields 1. Vendors Table This table stores all primary information about your vendors. Each vendor is listed with contact and business details, providing a centralized directory. Vendor Name Vendor Category  Point of Contact Email Phone Company Website Years in Business Location Status  2. Assessment Criteria Table Use this table to define and weigh the factors on which vendors will be assessed. Criteria Name  Weight (%) Assessment Type  Scoring Scale  Notes 3. Vendor Evaluations Table This table is where actual assessments take place. You can link each evaluation to a vendor and fill out ratings for each predefined criterion. Evaluation Date Evaluator Name Linked Vendor Linked Criteria Score Given Comments Total Score Overall Rating  4. Performance Summary Table Auto-calculate and compare total scores, averages, and ranks across vendors. Use this view to determine top performers or flag underperformers. Vendor Average Score Number of Evaluations Rank Recommendation   Key Features Customizable Evaluation Metrics: Tailor criteria to match your industry and internal priorities. Linked Tables: Keep your data interconnected — each evaluation automatically ties back to the vendor and assessment criteria. Auto-Scoring: Let Stackby auto-calculate weighted scores and overall ratings to remove manual math. Dashboards & Views: Visualize vendor performance over time using charts, filters, and summary blocks. Collaboration-Ready: Assign evaluations to team members, collect feedback collaboratively, and maintain an audit trail. Forms & Surveys: Share the evaluation form with multiple departments or teams for multi-perspective scoring.  Use Cases Procurement Departments: Continuously assess vendors to ensure contract renewals are backed by performance. SMEs & Startups: Establish an objective system for selecting new vendors when building a supply chain. Enterprise Compliance Teams: Ensure vendors meet operational, ethical, and legal standards. IT and SaaS Sourcing: Evaluate and rank software vendors or service providers before onboarding. Event or Project Managers: Score and compare vendors hired for specific events, campaigns, or projects.  Why Use This Vendor Assessment Template? Vendor relationships are integral to your business success, and poor vendor performance can severely impact your operations, costs, and timelines. With this Vendor Assessment Template, you get a consistent, data-driven system to evaluate your vendors on a recurring basis. No more fragmented spreadsheets or subjective decisions — now you can gather structured evaluations from different stakeholders, maintain historical performance logs, and generate reports instantly. Whether you're working with a few key partners or managing hundreds of suppliers, this template adapts to your workflow and scales as your vendor network grows. 

cloud kitchen expenses template - free to use - stackby Templates

Cloud Kitchen Expenses

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

Order Tracking and Invoicing Template By Stackby Templates

Order Tracking and Invoicing

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 using a client database system. 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 with finance management capabilities. Add contact details of all your clients to avoid any communication gap, similar to managing relationships in a sales CRM. 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.) using project tracker features. 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 through commission tracking tools. 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 with operations management workflows. 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. Teams can integrate this with sales and CRM systems for comprehensive client management and utilize vendor management for supplier coordination. Business owners can also benefit from customer database software to maintain detailed client records, while leveraging best small business database software for streamlined invoicing operations and marketing campaign tracker for tracking project-related promotional activities. 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

Net Promoter Score tracking dashboard template in Stackby Templates

Net Promoter Score

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.   

Stackby Asset Tracker Template for organizing and managing asset details efficiently. Templates

Asset Tracker

Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby's free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you. What is Asset Tracker? An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them. Similar to how businesses track their office inventory and manage equipment inventory, Stackby's asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations. Why do Businesses need to Automate Asset Tracking Systems? Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day The operations team often has to rely on finance teams for the purchase details of assets Assets cannot be scanned using barcodes which means more chances of errors in entering data Manual tracking methods often lead to redundancy and inefficient tracking For businesses managing complex inventories, consider complementing your asset tracking with specialized solutions like product inventory management or wine cellar inventory for specific use cases. If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system. Key Features: Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template Automation: Use Stackby's barcode scanner column type and keep an automated record of your company assets Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor, similar to vendor assessment template functionality Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget, integrating seamlessly with purchase process workflows For procurement-heavy organizations, you might also benefit from specialized templates like purchase approval form or it procurement systems. What are the Benefits of using an Asset Tracker? Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. This approach works particularly well when integrated with work order management systems. Accessibility: You can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. For teams managing multiple locations, consider pairing this with meeting room booking solutions. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud, similar to how cleaning log systems help maintain facility security. Management: You can easily adjust company records when an asset is transferred from one department or location to another. This functionality complements it management and broader operational workflows. Stackby's asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements. Who can use Stackby's Asset Tracker Template? This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization. Teams using employee attendance tracker or contractor tracker systems will find this asset tracking template integrates well with their existing workflows. How is Stackby's Asset Tracker Template Helpful for You? Stackby's asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset for visual identification Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc For specialized asset categories, consider these complementary templates: Art inventory tracker for creative assets Library organizer for book and media collections Car dealership inventory for vehicle assets Other asset management templates for better productivity: Asset Tracker Template Description Primary keywords: asset tracker, asset management, inventory tracking, business asset tracking Secondary keywords: asset monitoring, equipment management, office inventory, asset control system Meta Description: Use Stackby's Asset Tracker Template for free. Control the movement of your assets, prevent loss and improve customer service using an automated Asset Tracker system. Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby's free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you. What is Asset Tracker? An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them. Similar to how businesses track their office inventory and manage equipment inventory, Stackby's asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations. Why do Businesses need to Automate Asset Tracking Systems? Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day The operations team often has to rely on finance teams for the purchase details of assets Assets cannot be scanned using barcodes which means more chances of errors in entering data Manual tracking methods often lead to redundancy and inefficient tracking For businesses managing complex inventories, consider complementing your asset tracking with specialized solutions like product inventory management or wine cellar inventory for specific use cases. If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system. Key Features: Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template Automation: Use Stackby's barcode scanner column type and keep an automated record of your company assets Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor, similar to vendor assessment template functionality Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget, integrating seamlessly with purchase process workflows For procurement-heavy organizations, you might also benefit from specialized templates like purchase approval form or it procurement systems. What are the Benefits of using an Asset Tracker? Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. This approach works particularly well when integrated with work order management systems. Accessibility: You can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. For teams managing multiple locations, consider pairing this with meeting room booking solutions. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud, similar to how cleaning log systems help maintain facility security. Management: You can easily adjust company records when an asset is transferred from one department or location to another. This functionality complements it management and broader operational workflows. Stackby's asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements. Who can use Stackby's Asset Tracker Template? This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization. Teams using employee attendance tracker or contractor tracker systems will find this asset tracking template integrates well with their existing workflows. How is Stackby's Asset Tracker Template Helpful for You? Stackby's asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset for visual identification Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc For specialized asset categories, consider these complementary templates: Art inventory tracker for creative assets Library organizer for book and media collections Car dealership inventory for vehicle assets Other asset management templates for better productivity: Marketing & Sales Assets: Digital asset management for marketing materials Brand asset management for brand resources Content studio for content assets Business Operations: Stock ledger template for inventory management Business contract management for legal asset trackingFinancial Management: For organizations looking to track financial performance alongside physical assets, consider implementing balance sheet tracking and investment tracker systems to get a comprehensive view of all organizational assets.

Gallery Asset Management Template for tracking and organizing artwork and assets. Templates

Gallery Asset Management

Art speaks where words are unable to explain. Art can be one person's occupation, another person's hobby, and it is a form of therapy for some. Setting up and maintaining a gallery allows you to display the artwork in an aesthetically pleasing manner to attract potentially interested buyers and individuals with a genuine appreciation for art. Whether you own a small enterprise or a well-established gallery, managing and running require a broad spectrum of knowledge and skills. You need to keep track of all the artwork bought and sold and the artists you have collaborated with. From maintaining inventory management, day-to-day administration to developing relations with talented artists, as a manager of an art gallery, you are responsible for ensuring its financial stability and artistic development. Managing the gallery, communicating with artists, and engaging with potential art collectors requires a lot of hard work, patience, a keen eye, and attention to detail. Just like other businesses need comprehensive operations management systems, art galleries require specialized tools to streamline their unique workflows. To simplify your job and assist you in managing your gallery, Stackby has launched its very own Gallery Asset Management Template! Comprehensive Gallery Management Solution Using our Gallery Asset Management Template, you can create and regularly update your database of information on your artwork, artists, and business contacts. Similar to how businesses use client database systems to manage customer relationships, this template helps you maintain detailed records of all gallery stakeholders. You can also track the artwork that you have lent to shows and exhibitions with great ease! Key Features of the Gallery Asset Management Template The Gallery Asset Management Template will enable you to: Artwork Management: View all the art pieces in your collection on a single interface Store the current prices of each piece Make notes on each piece from the collection to keep track of any work that needs to be done Track the starting price of each artist's work to estimate the price range of their pieces Artist Relations: Record the artists who have contributed pieces to the gallery Store the artist's photograph and a description of each artist to understand their artwork better Maintain comprehensive artist profiles similar to an employee database management system but tailored for creative professionals Business Contact Management: Store the names of the business contacts who are interested in the pieces from your gallery Record the contact details and address of each business contact to ensure smooth communication Keep track of which category each contact belongs to (Interior Designer/ Collector/ Investor) Build relationships with stakeholders using vendor management principles Exhibition and Show Tracking: Record the shows and exhibitions where the artwork from your gallery is on display Store the contract agreement, contract start, end date, and current location of each show and exhibition Track exhibition performance similar to project tracking methodologies Streamline Your Gallery Operations Gallery management involves multiple moving parts - from artwork acquisition and pricing to artist relationships and exhibition planning. Much like how businesses benefit from integrated sales management systems, galleries need comprehensive solutions that bring together all aspects of their operations. The Gallery Asset Management Template integrates seamlessly with your existing workflows, whether you're managing a small boutique gallery or a large commercial space. For galleries that work with interior designers and corporate clients, the template functions similarly to a real estate CRM, helping you track client preferences, purchase history, and ongoing projects. Digital Transformation for Art Galleries In today's digital landscape, galleries need robust data management solutions. Our template allows you to transition from traditional spreadsheet-based tracking to a more sophisticated database system that grows with your gallery's needs. For galleries planning marketing campaigns and promotional events, the system can be integrated with marketing campaign tracking tools to measure the success of your outreach efforts and artist promotions. Why Choose Stackby's Gallery Asset Management Template? Stackby's Gallery Asset Management Template allows you to store and continuously update extensive details about your gallery in real-time on one platform with a single click of a button. Just as finance management software helps businesses track financial performance, our template provides comprehensive oversight of your gallery's assets and operations. Apply our template to reduce your effort and increase your efficiency overnight! The system is designed to handle the unique challenges of gallery management while providing the flexibility to adapt to your specific business model. Get Started Today You don't need to take our word for it. Use our Gallery Asset Management Template and notice the difference! Whether you're tracking inventory, managing artist relationships, or planning exhibitions, our comprehensive solution has you covered. Get Stackby's Gallery Asset Management Template now and manage your gallery without any hassle!Transform your gallery operations with the same efficiency that modern businesses achieve through comprehensive operations management systems, tailored specifically for the art world.  Check Out Other related Teplates : Product Catalog Sales Pipeline Sales Asset Management Visitor Management System Asset Tracker

Invoice Creator Template for generating and managing invoices effortlessly. Templates

Invoice Creator

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.

Use a free restaurant inventory tracking template for efficient functioning. Templates

Restaurant Inventory Tracking

Keeping track of the restaurant 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 using inventory management capabilities. It keeps the record of the vendors you supply to and from, along with the status of the purchase order through vendor management features. 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 with operations management tools. It records the date at which the items are reordered and the date at which they are stocked, similar to tracking tasks in a project tracker. 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 using finance management tracking. Stackby's restaurant inventory tracking 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 template to keep track of the inventory to avoid lagging because of a lack 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. Teams can integrate this with office inventory systems for comprehensive tracking and utilize facilities management for space organization. Restaurant managers can also benefit from compliance tracking to ensure food safety standards, while leveraging customer database software to maintain supplier relationships and using best small business database software for streamlined inventory operations. 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

Business Model Canvas Template grid view with sample data for strategy planning Templates

Business Model Canvas Template

The Business Model Canvas Template is one of the most powerful strategic planning tools available for entrepreneurs, startups, and established organizations. It allows teams to map out and visualize their entire business model on a single, structured page, making it easier to identify opportunities, address challenges, and align across departments. With this free template, you can move beyond scattered notes and documents into a streamlined, data-driven canvas that supports innovation and growth. What is the Business Model Canvas? The Business Model Canvas (BMC) is a strategic management framework developed by Alexander Osterwalder. It breaks down a business into nine key building blocks: Customer Segments Value Propositions Channels Customer Relationships Revenue Streams Key Resources Key Activities Key Partnerships Cost Structure Each section helps you evaluate the critical components of your business and how they interact. By mapping these areas together, you gain a clear picture of how value is created, delivered, and captured in your business model. Features of the Business Model Canvas Template Pre-structured database design: Each of the nine blocks of the BMC is organized into its own table, making data input and visualization seamless. Linked records: Customer segments, value propositions, and channels can be connected across tables, ensuring clarity on which strategies target specific markets. Sample data included: The template comes pre-filled with 10 example records per block, offering inspiration and a clear demonstration of how to structure your own data. Customizable fields: Every column, from "Segment Name" to "Revenue Streams," can be tailored to match your unique business needs. Ready for integration: Designed to be imported into Stackby or Airtable for easy use and collaboration. Benefits of Using This Template Clarity and Alignment: By capturing your entire business model in one place, your team can better align on vision, goals, and execution. Faster Decision-Making: Quickly see gaps, strengths, and areas for improvement across resources, revenue, and partnerships. Investor Readiness: Present a professional and structured business model to potential investors or stakeholders with minimal effort. Scalable Planning: Whether you’re a solo founder, a small team, or a large enterprise, the template adapts to your scale and helps plan for the future. Collaboration-Friendly: Multiple team members can update the canvas simultaneously, ensuring cross-functional input and insights. Use Cases for the Business Model Canvas Template Startups: Ideal for founders who need to validate their ideas, refine their business model, and pitch to investors. Established Businesses: Helps enterprises re-evaluate existing strategies, test new product lines, or adapt to changing market conditions. Educational Institutions: A valuable teaching tool for business schools, accelerators, and entrepreneurship programs. Consultants and Advisors: Enables strategy consultants to guide clients through structured brainstorming and planning sessions. Nonprofits and NGOs: Useful for organizations that need to clarify value propositions, funding sources, and stakeholder relationships. Why Choose This Template? Unlike static worksheets or PDFs, this template leverages a structured, database-like format that’s dynamic and adaptable. You can track changes over time, add notes, link strategies to specific customer segments, and even connect it to live dashboards or reporting tools. It saves time, improves communication, and brings structure to what is often a chaotic planning process. Getting Started Using the Business Model Canvas Template is simple. Download the file and import it directly into your Stackby workspace. From there, you can: Edit existing sample data to reflect your business. Add new records for different customer segments, partnerships, or revenue streams. Link related fields across tables to see a comprehensive strategy map. Share the canvas with your team for real-time collaboration. Final Thoughts Every business—whether new or established—needs a clear understanding of how it creates and delivers value. The Business Model Canvas Template provides a proven, visual framework that simplifies this process. By using it, you’re not just filling out boxes—you’re laying the foundation for growth, innovation, and long-term success. With this free template, planning your business strategy is no longer overwhelming. It’s structured, actionable, and built for collaboration. Download it today and take the first step toward a smarter, more sustainable business model. 