Seven starting points, none of them generic.
Every template is a working system with the pipeline, vocabulary and automations of one industry already in it. We start there, then build what makes your business different. Nothing here is a theme or a plugin — it is software, built for the work.
Pick what you do and we will show you the template built for it — with a working demo you can click through, and where we would start.
Trades & home services
Quote fast, schedule tight, get paid on time.
Design & professional services
Proposals that win, projects that stay inside their scope.
Real estate & property
Nothing falls between the listing and the closing.
Schools, camps & associations
Registration, tuition and parent communication without the binder.
Faith & community organizations
Members, giving and the calendar — handled with care.
Local shops & routes
Intake to pickup, with the customer told exactly when it is ready.
Health & wellness practices
A full schedule, fewer no-shows, patients who come back.
Something else entirely
If the work moves through stages — an inquiry becomes a commitment becomes a delivery becomes an invoice — it can be run this way.
Book the free consultWhat comes in which template.
A starting configuration, not a limit. Any capability can be added to any template — this is simply what each industry usually needs on day one.
| Capability | Trades | Professional | Real estate | Schools | Faith | Shops | Wellness |
|---|---|---|---|---|---|---|---|
| Lead capture & pipeline | |||||||
| Quotes & proposals | |||||||
| Scheduling & dispatch | |||||||
| Recurring billing / dues | |||||||
| Payments & deposits | |||||||
| Client / member portal | |||||||
| Documents & e-signature | |||||||
| Automated follow-up | |||||||
| SMS notifications | |||||||
| Route / field operations | |||||||
| Inventory & assets | |||||||
| Attendance & rosters | |||||||
| Donations & campaigns | |||||||
| Margin & profitability | |||||||
| QuickBooks automation | |||||||
| Reviews & reputation |
Included in the template · Added when the business needs it
These are the industries we have templates for today. We have built for plenty that are not on the list — the underlying system is the same, and the first hour is free either way.
Which template fits your business?
Tell us how the work moves through your business today and we will tell you which one we would start from — and what we would change about it.