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Templates

Templates to get you started.

Pre-configured workspaces for common use cases. Start in minutes, customize as you grow.

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1Agency Client Delivery1Agency Client Delivery2Consulting Engagement Tracker2Consulting Engagement Tracker3Service Business Starter3Service Business Starter
BLUEPRINT PACK · 4 MODULESAgency Client Delivery
Clients6 fieldsCompany NameIndustryContract ValueStart Date
Projects8 fieldsProject NameClientTypeStart Date
Deliverables7 fieldsTitleProjectTypeDue Date
Retainers6 fieldsClientMonthly HoursRateStart Date
BLUEPRINT PACK · 4 MODULESConsulting Engagement Tracker
Engagements10 fieldsTitleClientTypeStatus
Deliverables7 fieldsTitleEngagementStatusDue Date
Meeting Notes8 fieldsTitleEngagementClientDate
Invoices8 fieldsInvoice NumberEngagementClientAmount
BLUEPRINT PACK · 2 MODULESService Business Starter
Jobs12 fieldsJob NumberTitleCustomerAssigned Crew
Crews6 fieldsCrew NameLead TechnicianTeam MembersSpecialties

BLUEPRINT PACKS

Pick a starting point.

Blueprint Packs install directly into your Coherence workspace. Customize fields, adjust automations, and start using immediately. Your existing data stays intact.

AVAILABLEService Business StarterPerfect for home services, trades, maintenance, and field operations.JobsCrewsView the pack
AVAILABLEAgency Client DeliveryBuilt for marketing, creative, and development agencies and studios.ClientsProjectsDeliverablesRetainersView the pack
AVAILABLEConsulting Engagement TrackerDesigned for software consultants, advisors, and management consultants.EngagementsDeliverablesMeeting NotesInvoicesView the pack
COMING SOONReal EstateTrack listings, buyers, showings, and transactions.ListingsContactsShowingsTransactionsAvailable soon
COMING SOONEvent ManagementManage events, vendors, attendees, and logistics.EventsVendorsAttendeesTasksAvailable soon
COMING SOONRecruitingTrack candidates, jobs, interviews, and placements.CandidatesJobsInterviewsPlacementsAvailable soon

IN EVERY PACK

Modules, views, and automations.

Included modulesPre-configured objects with fields, relationships, and views ready to use.
Pre-built viewsSaved filters and layouts to see your data the way you need it.
Built-in automationsWorkflows that run automatically based on triggers you define.

Or build from scratch.

Create your own custom modules, fields, and workflows. Coherence adapts to your unique business.

Start in minutes. Customize as you grow.

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Free plan · No credit card