Start from a complete operational structure.
Ecofyx templates can bring together forms, records, actions, dashboards, public pages, workflows, history and results for a specific routine. Use the ready structure and customize what makes sense.
Ready-to-use applications
Search by routine, segment or need. Each item opens an English detail page and keeps the Portuguese equivalent connected through hreflang.
Inventory and stock
Track stock entries, withdrawals, minimum levels, inventory counts and replenishment with simple, objective forms.
Orders and sales
Receive orders, organize customers, and follow payment, pickup or delivery in a simple workflow for small businesses.
Maintenance and service orders
Open service orders, schedule preventive maintenance, record emergencies and validate completion.
Sticker album
Organize any sticker album in a simple catalog, mark what you already have, what is missing and how many duplicates you own.
Occupational safety and PPE
Track PPE delivery, returns and expiration dates, and record field-use audits.
Field inspections and audits
Standardize field inspections with photos, incident records, area release and 5S audits.
Cleaning, facilities and upkeep
Organize scheduled cleaning, extra requests, building maintenance and upkeep inspections.
Customer service and after-sales
Record customer service, complaints, queues and satisfaction surveys in one connected workflow.
Sales CRM
Register customers and leads, qualify opportunities and follow commercial proposals.
Purchasing and suppliers
Register suppliers, open purchase requests, check documents and evaluate performance.
Projects, milestones and deadlines
Structure project kickoff, follow milestones and risks, and formalize deliveries.
HR, hiring and onboarding
Standardize hiring, onboarding, equipment delivery and employee offboarding.
Schedules, attendance and work hours
Organize schedules, attendance lists, shift starts and overtime control.
Fleet and vehicles
Track vehicle inspections, fueling, mileage and fleet incidents.
Deliveries, pickups and logistics
Control routes, deliveries, loading and unloading, and proof of receipt.
Construction and job sites
Record daily construction logs, measurements, job-site inspections and work fronts.
Quality and nonconformities
Control quality, nonconformities, corrective actions and process audits.
Expenses, reimbursements and approvals
Organize requests, approvals, payments and receipts without turning Ecofyx into an accounting system.
Dental clinic — registration and digital intake
Send a form link before the appointment so patients can complete registration and digital intake on their phone, then follow receipt and updates in the operation.
Clinics and offices
Register patients, schedule appointments, perform intake screening and record simple clinical updates.
Pilates studio — schedule, clients and memberships
Manage clients, monthly schedules, memberships, a public trial-class flow and an authenticated area for rescheduling and make-up classes.
Restaurants and food safety
Standardize kitchen routines, food receiving, temperature control and expiration checks.
Water and wastewater operations
Record routines for water treatment plants, wastewater treatment plants, lift stations and operational downtime.
Costs, calculations and productivity
Build cost compositions, simulate prices and margins, and compare planned versus actual performance.
Contract and expiration management
Centralize contracts, terms, renewals, measurements, payments and responsibilities.
Licenses, documents and legal obligations
Track expiration, renewal, protocols, recurring obligations and legal requirements.
IT tickets and internal support
Organize support tickets, service, IT assets, maintenance, priorities and deadlines.
Farm and property management
Control areas, field activities, inputs, costs, deadlines and property infrastructure.
Reservations, rentals and availability
Control reservable resources, schedules, use, payments, check-in, returns and damage.
Beauty services scheduling and management
Use a simple schedule with customers, professionals, services, appointments, service bills and payments for salons, barbershops and beauty professionals.
Barbershop — scheduling, clients and services
Use simple barbershop management for customers, barbers, services, schedules, appointments, service bills and payments on the same Ecofyx beauty-services engine.
Aesthetic clinic
Organize clients, intake forms, packages, sessions, photo progress, returns and payments in one operation.
Pet shop and grooming
Manage pet owners, pets, schedules, packages, service checklists, transport, delivery and payments.
Auto repair shop
Control customers, vehicles, intake, diagnosis, estimates, execution, parts, delivery and warranty through service orders.
Technical assistance
Organize customers, equipment, intake, diagnosis, estimates, repairs, tests, delivery and warranties.
Home services and installations
Manage customers and properties, requests, visits, estimates, service orders, materials, acceptance and payments.
Photography and events
Manage leads, briefings, proposals, bookings, execution, equipment, deliveries and photography payments.
Inn and lodging
Manage accommodations, reservations, guests, check-in, housekeeping, maintenance, check-out, consumption and payments.
Music, dance and short-course school
Manage students, classes, enrollments, attendance, make-up classes, evaluations, instructors and monthly fees.
Restaurant menu and orders
A protected solution for a public menu, orders, production, delivery, payments and order tracking.
Photo inspection
Record focused inspections with condition, priority, location and photo evidence.
Incident report
Centralize field incidents, risks, applied controls and evidence.
Cleaning checklist
Track cleaning execution by area, status and responsible person.
Shift-start checklist
Confirm the team, conditions and pending issues before the shift starts.
Area release
Record safe area release and operational restrictions.
Operational downtime
Record downtime, duration, impact, cause and return to operation.
Vehicle inspection
Run quick vehicle inspections and follow critical conditions.
Fueling control
Track fueling, mileage, liters, amount and responsible person.
Mileage control
Record mileage by vehicle and follow usage over time.
Vehicle incident report
Document vehicle incidents, actions taken, costs and resolution status.
Construction daily log
Record daily services, team, conditions, quantities and construction evidence.
Job-site inspection
Inspect the job site and follow compliance, priorities and corrective actions.
Attendance list
Record attendance at meetings, training sessions, events and internal activities.
Overtime control
Record overtime, reason, approval and responsible person.
Temperature control
Track temperature readings and identify deviations quickly.
Food expiration control
Track batches, expiration dates, quantities, locations and actions related to food.
Food receiving
Check supplier, temperature, expiration, integrity and acceptance when food is received.
Reimbursement request
Record reimbursements with amount, receipt, approval and status.
Purchase request
Organize purchase requests by item, priority, amount and status.
Supplier evaluation
Evaluate suppliers using objective criteria, results and action plans.
5S audit
Run 5S audits with scores, pending items, deadlines and evidence.
Proof of delivery
Collect confirmation, responsible person, delivery condition and evidence.
Farm activity record
Record farm activities by area or plot, quantity, cost, team and outcome.
Rural property improvement inspection
Track rural property improvements, condition, priority, deadline and field evidence.
Location-validated form
Allow completion only at an authorized location. Define a point or mapped area, share the link, and let Ecofyx validate location before submission.
Need only one form?
The Ecofyx form library is separate from operational templates. Use a ready form when you need one specific record; use a template when you need a broader routine with connected forms and follow-up.
Open the ready-form library →