Completed tools

Pick the admin tool you need today.

Open a focused browser tool for the admin job in front of you. Use one tool on its own, or use the completed set together for day-to-day small-business admin.

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Eight browser tools.

Each tool is built for a specific task, with clean exports and local browser handling so you can move from entry to finished output quickly.

01

Invoice & Payment Tracker

Track invoices, payment status, overdue values and export a clean Excel workbook.

Open 02

Quotation / Estimate Builder

Create customer-ready quotes with line items, VAT, terms, logo, PDF, Word and Excel exports.

Open 03

Org Chart Builder

Build branded organisation charts and export PNG, SVG, CSV or editable PowerPoint.

Open 04

Expense & Cashflow Tracker

Track expenses, income, VAT, suppliers and monthly cashflow with Excel export.

Open 05

Attendance & Performance Tracker

Track attendance, absence, lateness and performance notes with sample output included.

Open 06

Project & Task Tracker

Manage owners, priorities, due dates and statuses on a finished Kanban-style board.

Open 07

Flowchart & Process Map Builder

Create process nodes, preview the sample flow and export SVG or CSV.

Open 08

Meeting Minutes & Action Tracker

Capture minutes, attendees and actions with a sample finished minutes board.

Open

Tools for everyday admin

Open the tool you need and export the files you need.

Each TemplatePilot tool runs in the browser. Use the full current toolkit for free while TemplatePilot grows.

Free tool

Invoice tracker

Track invoices with a colour-coded dashboard and export to Excel.

Open Free tool

Quote builder

Create branded quotes with VAT, terms and PDF/Word/Excel exports.

Open Free tool

Org chart builder

Build org charts and export PNG, SVG, CSV or editable PowerPoint.

Open Free tool

Expense tracker

Log expenses, income and monthly cashflow with Excel export.

Open Free tool

Attendance tracker

Track presence, lateness and performance with CSV export.

Open Free tool

Task tracker

Kanban-style board with CSV import/export and board JPEG export.

Open Free tool

Flowchart builder

Create process maps and export SVG or CSV.

Open Free tool

Meeting minutes

Record minutes and actions with CSV export.

Open