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Templates

A head start for your trade.

Every template comes with stages, job tabs and menus named the way your trade talks. Then your AI agent changes anything you like.

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RoofingFencingDeckingPaintingHVACWindow cleaningSiding & guttersLandscapingGeneral contracting

Roofing

From the first knock to the final walkthrough, including insurance jobs.

Pipeline stages

  1. Lead→
  2. Inspection→
  3. Quote Presentation→
  4. Pending→
  5. Booked→
  6. Job Prepped→
  7. Final Invoice→
  8. Complete

Job tabs

  • Bin OrderDisposal bin sized from the roof’s squares
  • Site PlanAccess and safety notes for the crew
  • SupplementItems to add to the insurer’s scope
  • PermitBuilding permit status
  • +Door-to-door map and leaderboard
  • +EagleView and GAF QuickMeasure reports fill the estimate
  • +Claim number, insurer and deductible on insurance jobs

Fencing

Locates, permits and cut lists before the first post hole.

Pipeline stages

  1. Lead→
  2. Site Measure→
  3. Quote Sent→
  4. Permits & Locates→
  5. Booked→
  6. Materials Ordered→
  7. Built

Job tabs

  • LocatesUtility locate request before digging
  • Property LineSurvey, pins and neighbour agreement
  • Cut ListPosts, rails and boards for this fence
  • PermitPermit number and inspection date
  • +Linear feet on every job
  • +Material orders straight from the cut list

Decking

Drawings, permits and inspections in one place.

Pipeline stages

  1. Lead→
  2. Site Measure→
  3. Quote Sent→
  4. Permits & Locates→
  5. Booked→
  6. Materials Ordered→
  7. Built

Job tabs

  • DrawingsDesign, drawings and inspections
  • PermitBuilding permit status
  • LocatesUtility locate before footings
  • Final WalkthroughFinal check with the homeowner
  • +Options on proposals (pressure-treated vs composite)
  • +Inspection reminders for your crew

Painting

Walkthroughs, colour schedules and paint orders.

Pipeline stages

  1. Lead→
  2. Walkthrough→
  3. Quote Sent→
  4. Colours Chosen→
  5. Booked→
  6. Prep Scheduled→
  7. Painted

Job tabs

  • Colour ScheduleColours chosen with the client, surface by surface
  • Paint OrderPaint and supplies to pick up or have delivered
  • PrepSurface prep checklist before the first coat
  • Final WalkthroughTouch-ups signed off with the client
  • +Interior or exterior and paintable square feet on every job
  • +A shorter menu without roofing tools

HVAC

Service calls, installs and maintenance plans.

Pipeline stages

  1. New Call→
  2. Diagnosis→
  3. Quote Sent→
  4. Booked→
  5. Install Scheduled→
  6. Invoiced→
  7. Complete

Job tabs

  • EquipmentMake, model, serial and install date
  • Maintenance PlanVisits included and when the next one is due
  • PermitPermit and inspection for installs
  • Final WalkthroughThermostat set-up and sign-off
  • +Seasonal tune-up reminders by text
  • +Financing shown on replacement quotes

Window cleaning

Quick quotes and routes for repeat customers.

Pipeline stages

  1. Lead→
  2. Quote Sent→
  3. Booked→
  4. Scheduled→
  5. Done→
  6. Invoiced

Job tabs

  • Property NotesPanes, screens, ladders and access
  • Recurring VisitsHow often and when the next clean is
  • Add-onsGutters, screens and pressure washing
  • +Repeat-visit reminders that book themselves
  • +Review requests after every job

Siding & gutters

Several trades on one house, one job and one invoice.

Pipeline stages

  1. New Enquiry→
  2. Site Assessment→
  3. Quote Presentation→
  4. Pending→
  5. Booked→
  6. Job Prepped→
  7. Complete

Job tabs

  • Siding MeasureSiding measurements and choices
  • Gutter MeasureRuns and downspouts for seamless gutters
  • PermitPermit status where it’s needed
  • Bin OrderDisposal for tear-off
  • +Material and labour orders per trade
  • +One client, one job, several crews

Landscaping

Designs, materials and maintenance in one place.

Pipeline stages

  1. Lead→
  2. Site Visit→
  3. Design & Quote→
  4. Booked→
  5. Materials Ordered→
  6. Installed→
  7. Invoiced

Job tabs

  • Site PlanMeasurements, photos and the design
  • MaterialsPlants, stone and soil to order
  • LocatesUtility locate before digging
  • MaintenanceSeasonal visits after the install
  • +Photos before and after on every job
  • +Seasonal follow-ups that run themselves

General contracting

Subs, permits and change orders without the chaos.

Pipeline stages

  1. Lead→
  2. Site Visit→
  3. Estimate→
  4. Contract Signed→
  5. Permits→
  6. In Progress→
  7. Final Invoice→
  8. Complete

Job tabs

  • PermitPermits and inspections
  • SubcontractorsWho’s on the job and their labour orders
  • Change OrdersExtra work, priced and signed
  • Final WalkthroughPunch list with the client
  • +Subcontractor app and e-signed labour orders
  • +Progress invoices

Don’t see your trade? Every template is a starting point. On your demo, Josh sets it up for exactly how you work.

Book a demo

Your trade, set up live on the call.

Tell Josh how your jobs run and he’ll build your template in front of you, with your stages, tabs and logo.

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