Order Tracking & Invoicing

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Order processing, tracking and invoicing can live in several disparate platforms. With this template, you can streamline inbound orders, manage fulfillment checklists, and create invoices all within the same tool. Use a form view to allow external orders to populate into records, group by project type, use calendar views to see looming deadlines, or use filtered views to see outstanding orders.

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This order tracking template, useful for startups, small businesses, product and project managers, freelancers, consulting firms and more, can make even the most complex projects manageable. Blocks add a powerful boost to your project and order management: use the page designer block to generate invoices directly from your base, timeline to manage deadlines, chart blocks to oversee your team's bandwidth, or time-tracker to note billable hours. By consolidating all of your work in one place, this template can act as a single source of truth for your team.

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Updated May 3, 2024 at 8:27 PM
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Main View
Completed projects
Project calendar
Due dates only
Main View
Main View
Gallery
Grid view