Quote fast, schedule tight, get paid on time.
A trades business lives or dies on how quickly a quote goes out and whether anyone follows up on it. This template is built around that: estimate on site, send before you leave the driveway, and let the system chase the ones that go quiet.
Open the live demo
- Built for
- Painters · Plumbers · Electricians · HVAC · Roofers · Landscapers · Renovators · Movers · Cleaning crews · Flooring & tile
Every record moves through these stages, and the system knows what should happen at each one. Stages, names and rules are changed to match how you talk about the work.
What is in the template.
14 modules, configured for this industry on day one.
Quote builder with your pricing
Per-surface, per-hour or per-unit rates built in. Pick the work, the price is right — including materials, labour and markup.
Internal margin view
Every quote shows what it costs you and what you keep, before you send it. Never bid a job blind again.
Job scheduling & dispatch
Drag jobs onto a calendar, assign a crew, and the crew sees only what they need on their phone.
Site photos & notes
Before, during and after photos attached to the job, stamped and searchable. Ends disputes.
Deposits & payment links
Take a deposit when the quote is accepted, and the balance on completion, with a link that works on a phone.
Automatic follow-up
Quote unanswered after two days? The system emails. After five? It texts. You do nothing.
8 more modules
Contact-attempt tracking
Every call, text and email logged against the lead, so nobody gets called twice and nobody gets forgotten.
Missed-call text-back
Miss a call and the caller gets a text within seconds. Most trades lose more work here than anywhere else.
Materials & supplier costs
Track what each job consumed and what it cost, so your pricing follows your real costs.
Change orders
Extra work captured, priced and approved in writing, on site, before it happens.
Warranty & callback log
Callbacks tracked separately so they never distort your job profitability.
Seasonal reactivation
Everyone you quoted last spring gets a reason to call you this spring, automatically.
Review requests
Fires the day after the job closes, when they are happiest.
Crew payroll & commission
Hours and piece-rates roll from the job into what each person is owed.
What happens without anyone touching it.
The numbers you get to watch.
| Measure | Read as |
|---|---|
| Quote-to-close rate | By service, by crew, by lead source |
| Cost per booked job | Ad spend against jobs actually signed |
| Average job margin | After real materials and labour |
| Speed to first contact | Minutes from lead to first reply |
And the rest of the business, in the same engagement.
The CRM is the core. Most clients take some of this with it, because a system full of leads needs leads coming in.
Brand & identity
A name, a mark and a voice that match what you actually charge.
Website that converts
Fast, written to sell, built to be found — not a template with your logo dropped in.
Google & Microsoft Ads
Managed by people who read the search terms report every week.
SEO & local visibility
Google Business Profile, service-area pages, and being cited by AI answers.
Email & SMS marketing
Your customer list is an asset. Most local businesses never use it.
Reviews & reputation
Ask every happy customer, automatically, at the right moment.
Bookkeeping automation
QuickBooks connected to reality, so the books close themselves.
Coaching & training
The system only works if the people using it do.
Start with one hour.
Tell us how trades & home services work moves through your business today. We will show you what this template would look like configured for you, and what it would change.