Templates
What do you do?
Pick your trade and we will show you the system already built for it — working software you can click through, not a brochure.
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01
Trades & home services
Painters · Plumbers · Electricians · HVAC
Quote builder with your pricingInternal margin viewJob scheduling & dispatch
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02
Design & professional services
Interior designers · Architects · Photographers · Lawyers
Proposal & scope builderRetainer & milestone billingClient portal
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03
Real estate & property
Realtors · Brokerages · Property managers · Mortgage brokers
Buyer & seller pipelinesShowing & open-house schedulerListing marketing checklist
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04
Schools, camps & associations
Private & supplementary schools · Daycares · Summer camps · Tutoring centres
Online registration & applicationsFamily & student recordsTuition & installment billing
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05
Faith & community organizations
Churches · Synagogues · Mosques & temples · Charitable foundations
Household & member directoryDues, pledges & recurring givingTax receipts
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06
Local shops & routes
Dry cleaners · Laundromats · Tailors & alterations · Repair shops
Ticketing & item taggingReady-for-pickup SMSPickup & delivery routing
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07
Health & wellness practices
Dental & medical clinics · Physio & chiro · Med-spas · Salons & barbers
Online booking & intakeReminders & confirmationsNo-show deposits & policy
- + Something else Auto repair & tire shops · Event venues & caterers · Restaurants & cafés · Funeral homes · Insurance & mortgage brokers — and any trade not listed Built from scratch for how you work
In every template
Bookkeeping, marketing and reporting are the same in all seven — because every business needs them. What changes is everything else: the stages, the vocabulary, the paperwork, the automations.
No cost, no obligation
Not sure which one fits?
That is what the free hour is for. Tell us how the business actually runs and we will tell you which template we would start from — and what we would change about it for you.