All Purpose Forms
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Real world scenarios

See it at work in your industry

Each page shows one kind of business using All Purpose Forms from start to finish, with a short narrated video, how it works and ready-made forms to start from.

Accountants and bookkeepersYear-end books handed to the CPA, client documents and an engagement letter, a valuation specialist, and a lender's income letter. Four videos.See the page and the video →
AuthorsAn author website with your books, every Buy button linked to Amazon with your Associates tag.See the page and the video →
Call centers and lead buyersClaim a lead's FormWitness consent certificate and watch the visit that made it.See the page and the video →
Car dealershipsTest drive, trade-in appraisal, credit to the lender and back, and the buyer's order signed.See the page and the video →
Contractors and buildersA change order priced by the electrician, then approved and signed by the homeowner.See the page and the video →
Courses and workplace trainingA paid class and a staff safety session taught live, with quizzes that mark themselves, scores live in the console and results for HR. Two videos.See the page and the video →
Events and venuesAn enquiry, a signed proposal, and the caterer and sound company each briefed in their own account.See the page and the video →
Home servicesBooked online, the technician gets the job, and the customer signs the estimate on their phone.See the page and the video →
HR and onboardingOne onboarding form tells IT, sends payroll their form and starts the background check.See the page and the video →
Law firmsSpecialist counsel brought in for a written opinion: conflict check, signed opinion and their bill, each firm in its own account.See the page and the video →
Property managementRental application, tenant screening, the lease signed and the move-in inspection.See the page and the video →
Real estateOffer to accepted across two brokerages, then inspection, title and lender, the inspector billing the agent, and test runs, blocked time and taking a job back. Four videos.See the page and the video →
Retail and shopsStaff QR codes on name tags, a coupon for every survey, and stores and staff ranked.See the page and the video →
Travel clubs and live presentationsPeople sign up for a session, join a live presentation, answer a question card, and get a quote from their answers that they accept and pay.See the page and the video →

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Want to work with businesses that already use connected workflows? Find a business.