Templates
Start from the process
you already run.
7 workflows that ship with RouteWrk: the steps, the fields, the stages and the people involved, ready to bend. Pick one, create a workspace from it, and change anything.
Real Estate
Real Estate Acquisitions
Seller lead screening, outreach and offer through to closing, with a clean way to pass on what does not fit.
13 steps6 stages5 fields1 approval2 checklists
See the templateProperty Management
Work Orders
Tenant repair requests through quoting, owner approval and contractor dispatch to close-out.
14 steps5 stages5 fields1 approval2 checklists
See the templateFinance
Invoice Processing
Invoice intake with matching checks, a spend threshold that skips small approvals, and supplier queries.
11 steps5 stages5 fields1 approval1 checklist
See the templateOperations
IT Helpdesk
Triage and resolve internal IT requests, with a rework loop for anything that needs more from the person who asked.
8 steps4 stages4 fields1 approval
See the templateSales
Sales Pipeline
Enquiry to closed deal, with one automatic follow-up and an honest Lost outcome on the board.
12 steps6 stages5 fields1 approval
See the templateHR
Employee Onboarding
New starter from signed offer to settled in: paperwork chasing, setup checklist and a manager check-in.
12 steps4 stages5 fields1 approval2 checklists
See the templateReal Estate
Field Service
Dispatch engineers to customer sites: scheduling, on-site completion, return visits and invoicing.
10 steps5 stages5 fields1 approval1 checklist
See the templatePrinted from the RouteWrk template catalog, snapshot 2026-10-11. Everything on these pages is what the template creates in your workspace; change any of it after.
Start from the one closest to your work.
Create a workspace from a template, edit the steps, and watch a ticket run it. Free, no credit card.