Template library

Preview a white-label dashboard and customer portal for your business.

Choose an industry template, add your business name, and see what your dashboard and customer portal could look like before paying for a custom build.

Industries

Templates

120+

Free plan

contacts/leads

Industries

Browse by industry

These are template previews, not fake client dashboards. Free accounts include SourcifyDigital branding. Paid plans unlock white-label options.

Featured templates

Start with one workflow, then upgrade as usage grows.

HVAC

HVAC Lead & Follow-Up Recovery Dashboard

Revenue Recovery

HVAC template for track new leads, missed follow-ups, open opportunities, and next actions.

Your Business

KPI Command Center

New leads

324

↑ 12% this week

Needs follow-up

$127k

↑ 12% this week

Open opportunities

Estimated value

42%

Quick actions

+ Add Lead

New Quote

Helps reduce lost opportunities by keeping follow-up visible.

HVAC

HVAC Customer Portal Operations Dashboard

Customer Portal

HVAC template for give customers a branded login to view status, notes, next steps, and updates.

Your Business

Customer Portal View

Current Status

In Progress

65% complete

Next Step

Awaiting approval

Due by Friday

Latest Update

We've received your info and will have a proposal ready soon.

2 days ago

Helps create a better customer experience without a custom portal build.

HVAC

HVAC Quote & Estimate Tracker

Open Quotes

HVAC template for track quotes, estimates, approvals, follow-up dates, and pending revenue.

Your Business

Quote & Estimate Tracker

ABC Corp

$5,200

Awaiting Approval

3 days

XYZ Inc

$12,500

Approved

0 days

Client Ltd

$3,800

Sent

5 days

Total pending:

$21,500

Helps organize open quotes so the business can follow up before deals go cold.

HVAC

HVAC Fulfillment & Task Tracker

Back Office

HVAC template for track internal tasks, assignments, status updates, customer progress, and blockers.

Your Business

Task Operations Board

Install HVAC unit

John D.

In Progress

📅 Today

Customer follow-up call

Sarah M.

Not Started

📅 Tomorrow

Generate proposal

Mike T.

Blocked

📅 Friday

📊 8 open tasks • 2 due today • 1 blocked

Helps keep delivery organized without spreadsheets or scattered notes.

HVAC

HVAC Sales Pipeline Dashboard

Sales Pipeline

HVAC template for track prospects, opportunities, stage, next action, and simple revenue potential.

Your Business

Sales Pipeline Board

Lead

ABC Corp

$5k - $15k

XYZ Inc

$5k - $15k

Client Ltd

$5k - $15k

Follow-up

ABC Corp

$5k - $15k

XYZ Inc

$5k - $15k

Quote

ABC Corp

$5k - $15k

Won

Helps small teams see which deals need attention now.

HVAC

HVAC Client Intake & Review Dashboard

Intake

HVAC template for collect client details, organize requirements, track status, and prepare delivery steps.

Your Business

Client Intake Form

Client Name

John Smith

Project Scope

Full website redesign and SEO optimization

Requirements Checklist

Initial requirements collected

Timeline agreed

Budget approved

Status: In Review

Awaiting your feedback on proposal

Helps reduce back-and-forth by keeping intake organized from the start.

Roofing

Roofing Lead & Follow-Up Recovery Dashboard

Revenue Recovery

Roofing template for track new leads, missed follow-ups, open opportunities, and next actions.

Your Business

KPI Command Center

New leads

324

↑ 12% this week

Needs follow-up

$127k

↑ 12% this week

Open opportunities

Estimated value

42%

Quick actions

+ Add Lead

New Quote

Helps reduce lost opportunities by keeping follow-up visible.

Roofing

Roofing Customer Portal Operations Dashboard

Customer Portal

Roofing template for give customers a branded login to view status, notes, next steps, and updates.

Your Business

Customer Portal View

Current Status

In Progress

65% complete

Next Step

Awaiting approval

Due by Friday

Latest Update

We've received your info and will have a proposal ready soon.

2 days ago

Helps create a better customer experience without a custom portal build.

Roofing

Roofing Quote & Estimate Tracker

Open Quotes

Roofing template for track quotes, estimates, approvals, follow-up dates, and pending revenue.

Your Business

Quote & Estimate Tracker

ABC Corp

$5,200

Awaiting Approval

3 days

XYZ Inc

$12,500

Approved

0 days

Client Ltd

$3,800

Sent

5 days

Total pending:

$21,500

Helps organize open quotes so the business can follow up before deals go cold.

Roofing

Roofing Fulfillment & Task Tracker

Back Office

Roofing template for track internal tasks, assignments, status updates, customer progress, and blockers.

Your Business

Task Operations Board

Install HVAC unit

John D.

In Progress

📅 Today

Customer follow-up call

Sarah M.

Not Started

📅 Tomorrow

Generate proposal

Mike T.

Blocked

📅 Friday

📊 8 open tasks • 2 due today • 1 blocked

Helps keep delivery organized without spreadsheets or scattered notes.

Roofing

Roofing Sales Pipeline Dashboard

Sales Pipeline

Roofing template for track prospects, opportunities, stage, next action, and simple revenue potential.

Your Business

Sales Pipeline Board

Lead

ABC Corp

$5k - $15k

XYZ Inc

$5k - $15k

Client Ltd

$5k - $15k

Follow-up

ABC Corp

$5k - $15k

XYZ Inc

$5k - $15k

Quote

ABC Corp

$5k - $15k

Won

Helps small teams see which deals need attention now.

Roofing

Roofing Client Intake & Review Dashboard

Intake

Roofing template for collect client details, organize requirements, track status, and prepare delivery steps.

Your Business

Client Intake Form

Client Name

John Smith

Project Scope

Full website redesign and SEO optimization

Requirements Checklist

Initial requirements collected

Timeline agreed

Budget approved

Status: In Review

Awaiting your feedback on proposal

Helps reduce back-and-forth by keeping intake organized from the start.

Free to paid path

Build free with limits. Upgrade when the dashboard becomes useful.

Free includes 1 dashboard, 20 contacts/leads, and 2 customer portal accounts with SourcifyDigital branding. Starter removes the watermark and expands usage.

20 contacts/leads on Free

2 customer portals on Free

$20/month removes watermark

Customer portal included

Custom build starts at $997