Industry templates: start with a workspace built for your business

Pick your industry and AxisIQ builds a ready workspace in seconds — apps, records, roles, automations and a dashboard — then Ask Axis tailors it to you.

AxisIQ industry templates give a new workspace the shape of your trade from the first minute: pick your industry when you create the organization and AxisIQ builds its apps, record types, roles, automation flows and a home dashboard in seconds — with realistic example data if you want every screen to look alive. Then Ask Axis, the assistant inside AxisIQ, asks what is different about the way you work and changes the workspace to match.

Indian business teams across trades working from one AxisIQ workspace

Why start from a template

A blank system asks you to design your own ERP before you can use it. Most teams do not have a week for that, and the ones that try usually rebuild the spreadsheet they were escaping. A template is the opposite starting point: the design work a consultant would do in a discovery workshop — which departments exist, what each one records, how a document moves from one status to the next, who may see what — already done for businesses like yours, and visible before you have typed a single record.

What you get is not a demo. Every template is built out of the same parts you would build yourself, so everything in it is yours to rename, extend or delete:

Apps — the main menu, one per department or process (Orders & Returns, Admissions, Housekeeping…), grouped into the categories your trade uses.
Record types — real database tables with typed fields: statuses with your lifecycle, references between records, money in rupees, dates for every milestone, computed fields such as margin or available stock.
Roles — least-privilege permission sets for the jobs in your business, ready to invite people into.
Automation flows — the obvious busywork, switched on: a delivered shipment closes its order, a received return updates the order, a high-value order is flagged.
A home dashboard — this month against last month, open work, what is overdue, and the worklists someone should act on today.
Forms, documents and a work queue — ready forms for the people who write in (an enquiry, a service request, a booking), PDF layouts for the paper your trade runs on (a job card, a fee receipt, a GST invoice, a delivery challan), a scan-ready work queue where the work is physical, and automatic numbering on every document.
The right platform apps — a template switches on the AxisIQ apps your industry uses (POS for a store, Calendar for a school, Work Queues for a warehouse) and leaves the rest off, so the menu stays focused. Settings → Apps turns any of them on later.

The templates

Industry	For	Start here
D2C & E-commerce	Brands selling on their own store and marketplaces	Catalog and variants, orders, returns, shipments and COD, promotions, settlements
Distribution & Wholesale	FMCG, pharma, building-material and electrical distributors	Retailers on credit, beats, sales orders, dispatch, collections
Retail Stores	Multi-store chains — electronics, apparel, optical	Stores and stock, transfers, purchasing, loyalty, POS
Schools & Coaching	K-12 schools and coaching institutes	Enquiries to admission, students, attendance, exams, fees
Hotels & Resorts	Independent hotels, resorts and banquet venues	Rooms, reservations, folios, housekeeping, events
Logistics & Warehousing	3PL warehouses and transport operators	Inbound, outbound, bins, trips, fleet documents, client billing
Manufacturing	Discrete manufacturers and job shops	BOMs, work orders, production, quality, purchasing
Real Estate	Developers and brokerages	Projects and units, leads, site visits, bookings, payment milestones
Field Service & AMC	AC/HVAC, solar, RO, elevators, fire and security	Assets, AMC contracts, tickets, technician visits, spares
Agencies & Professional Services	Agencies, IT services, CA and consulting firms	Pipeline, projects, timesheets, retainers, milestone billing

Not on the list? Start blank: Ask Axis interviews you for a few minutes and builds a workspace from your answers using the same parts. Every template can also be taken apart and rebuilt in conversation.

What happens when you pick one

You create the organization — name, currency, and the industry. Tick Include example data if you would like the dashboards and lists filled with realistic Indian records (a few dozen orders, students or reservations spread over recent weeks).
AxisIQ builds it while the database is created — the template runs through the same tools the assistant uses, checked by the same rules, so nothing it creates is special or hidden. It takes seconds.
Ask Axis tailors it. The setup chat opens on a ready workspace and asks what is different: an extra department, fields you track that the template does not, a step in your process that works another way, the teams who will use it. You answer in plain words; it adds the types and fields, changes the flows and roles, and updates the dashboard.
You open your workspace. Invite people into the roles from Team → People, import your existing data with CSV on any record type, and clear the example data whenever you are ready — one click in Settings removes exactly the rows the template made and nothing you added.

What a template is not

A template is a starting point, not a certification of fit. It models the common shape of an industry in India; your process will differ somewhere, and that is what the tailoring step is for. Templates do not file GST returns, generate e-invoices or e-way bills, run payroll or sync with Tally — AxisIQ keeps the records and a balanced ledger your accountant works from. And a template never builds over data you already have: it applies to a new organization, or to one whose workspace is still empty.

FAQ

Can I change a template after it is built? Yes. Everything a template creates — apps, record types, fields, roles, flows, the dashboard — is ordinary workspace configuration. Rename or remove it yourself, or ask Ask Axis to make the change in plain words.

Is the example data mixed into my real records? It lives in the same record types, which is what makes the dashboards come alive on day one — but AxisIQ remembers exactly which rows the template created. Settings → Industry template → Clear example data removes those and only those, or start without them by leaving the box unticked.

What if my business spans two industries? Pick the closer one and ask Ask Axis to add the other side — for example a distributor that also runs retail counters can switch on In-Store Checkout and add store types to the distribution template.

Can I apply a template to a workspace I already use? If the workspace is still empty — you skipped setup — yes: the owner picks one in Settings → Industry template. Once a workspace has record types of its own, a template could collide with them, so instead describe what you need to Ask Axis and it builds the parts you are missing.

Which apps are switched off, and can I turn them on? Each template turns off the platform apps its industry rarely needs — Calendar for an online store, In-Store Checkout for a school. An owner turns any of them on in Settings → Apps; nothing is lost either way.

Start with a template — or see AxisIQ in action.

In this section

AxisIQ for agencies and professional services firms — AxisIQ runs an agency or services firm: briefs, proposals, engagements, timesheets, utilisation, retainers and GST invoices with TDS in one workspace.
AxisIQ for CA, CS and legal practices — AxisIQ runs a CA, CS or legal practice: clients with GSTIN and PAN, compliance retainers, staff timesheets, fee invoices and TDS. It doesn't file returns.
AxisIQ for digital marketing agencies — AxisIQ runs a marketing agency's retainers, form-fed client briefs, proposals, deliverable tasks and timesheets, with ad accounts and content one switch away.
AxisIQ for IT services and software firms — AxisIQ runs T&M and fixed-fee engagements, change requests, timesheets, utilisation, milestone billing with GST, and TDS on receipts for IT services firms.
AxisIQ for D2C and e-commerce brands — AxisIQ runs a D2C brand's back office: variants, orders from every channel, stock, shipments, RTO, returns, creators and settlements in one live workspace.
AxisIQ for beauty and personal care brands — AxisIQ runs beauty brands' orders, stock with batch and expiry, sampling offers, repeat customers and marketplace and quick-commerce payouts in one workspace.
AxisIQ for fashion and apparel brands — AxisIQ tracks size and colour variants, Myntra and website orders, size-led returns and exchanges, RTO and creator codes for Indian fashion brands.
AxisIQ for food and beverage brands — AxisIQ tracks food brands' orders, batch and expiry stock, FSSAI numbers, COD vs prepaid and RTO, and Blinkit, Zepto and Instamart channels in one place.
AxisIQ for distribution and wholesale — AxisIQ runs a distributorship: principals, schemes, beats, sales orders, challans, GST invoices, retailer credit, collections, batch stock and principal claims.
AxisIQ for building materials dealers — AxisIQ for cement, steel, tile and sanitaryware dealers: contractors on credit, large-order approval, challans with vehicle and driver, part deliveries.
AxisIQ for FMCG distributors — AxisIQ for FMCG distributors: beats and salesmen, schemes and free quantity, retailer credit limits, collections and ageing, and claims to principals.
AxisIQ for pharma distributors — AxisIQ for pharma distributors: batch and expiry on every stock lot, near-expiry returns, automatic expiry claims on principals and chemists on credit.
AxisIQ for schools and coaching institutes — AxisIQ runs a school or coaching institute: enquiries to admission, classes, attendance, exams and marks, fee instalments, defaulters and transport together.
AxisIQ for JEE, NEET and foundation coaching institutes — AxisIQ runs a JEE/NEET coaching institute: ad enquiries, counselling follow-ups, batches, test series marks, instalment fees and scholarships in one system.
AxisIQ for CBSE, ICSE and State board schools — AxisIQ runs a K-12 school: admissions, sections, daily attendance, exams and marks, fee instalments and defaulters, bus routes, PTM slots and parent messages.
AxisIQ for field service and AMC businesses — AxisIQ runs AMC and field service: equipment by serial, AMC contracts and PM visits, SLA complaints, job cards with parts, van stock and GST invoices.
AxisIQ for AC and HVAC service companies — AxisIQ runs AC and HVAC service: split, VRF and chiller AMCs, PM visits, SLA complaints, job cards with parts, van stock and OEM warranty claims.
AxisIQ for RO and water purifier service companies — AxisIQ runs RO purifier service: home complaints by zone, filter-change schedules, AMC renewals with automatic renewal quotes, technician visits, parts.
AxisIQ for rooftop solar installers — AxisIQ runs rooftop solar EPC and O&M: inverters and panels by serial, O&M contracts, cleaning schedules, generation complaints and installation quotes.
AxisIQ for hotels, resorts and banquet venues — AxisIQ runs an independent hotel or resort: reservations by source, folios, housekeeping, banquets, OTA payouts and GST invoices in one live workspace.
AxisIQ for banquet halls and event venues — AxisIQ runs banquet venues: halls, per-plate packages, event bookings with extras, hall availability on a calendar and advances collected by payment link.
AxisIQ for independent city and heritage hotels — AxisIQ gives independent hotels reservations by source, check-in and check-out, folios, housekeeping status, corporate accounts and GST invoices in one place.
AxisIQ for resort and homestay groups — AxisIQ runs resort and homestay groups: properties, seasonal rate plans, meal plans, guest feedback and OTA payout reconciliation in one live workspace.
AxisIQ for logistics and warehousing companies — AxisIQ runs a 3PL's work in one workspace: ASNs and GRNs, stock by client SKU and bin, dispatches, trips, PODs, fleet documents and rate-card billing.
Software for 3PL contract warehousing — AxisIQ runs contract warehousing: ASN to GRN, client SKUs by bin and batch, pick-pack-dispatch, barcode scan stations and billing on each client's rate card.
Software for transport companies and fleet owners — AxisIQ runs a fleet's trips, LR and e-way bill numbers, vehicle document expiry, drivers, POD, trip expenses and freight billing in one live workspace.
AxisIQ for manufacturing — AxisIQ runs a plant: sales orders, BOMs, work orders, shift output and rejects, QC, breakdowns, purchase, GRN, stock, job work and dispatch.
AxisIQ for auto component manufacturers — AxisIQ tracks OEM schedules as sales orders, rejection % by reason, final inspection with rework jobs, breakdowns, dispatch and PPAP files.
AxisIQ for engineering job shops — AxisIQ runs make-to-order jobs: work orders against customer POs, job work challans, shift output and rejects, QC and machine breakdowns.
AxisIQ for furniture manufacturers — AxisIQ runs furniture orders: BOMs of boards and hardware, custom orders, work orders through production stages, stock, dispatch and installation.
AxisIQ for real estate developers and brokerages — AxisIQ runs a developer's sales and collections: RERA projects, unit inventory, leads, site visits, bookings, payment plans, demands, registration and handover.
AxisIQ for real estate brokers and channel partners — AxisIQ tracks property leads by source, site visits, follow-ups and channel partner commissions in one live workspace for sales teams and brokerages.
AxisIQ for real estate developers — AxisIQ tracks RERA projects, towers and units, construction-linked plans, demand letters, receipts, TDS, registration and possession snag lists for developers.
AxisIQ for multi-store retail chains — AxisIQ runs a retail chain: stock per store, transfers, purchasing and GRN, loyalty, warranty and repairs, and day-end sales against target in one workspace.
AxisIQ for apparel and footwear store chains — AxisIQ runs apparel and footwear chains: stock per store, transfers to rebalance sizes, end-of-season offers, loyalty tiers and day-end sales against target.
AxisIQ for electronics and appliance stores — AxisIQ tracks models, serial and IMEI numbers, warranties, repair jobs, store transfers and EMI and consumer finance sales for electronics chains in India.
AxisIQ for optical store chains — AxisIQ runs optical chains: frames and lenses stock per store, prescriptions and lab lens orders added via Ask Axis, delivery dates, warranty and loyalty.