quotes
Turn requests into a quote.
the construction and installation template
the team.
What you need first comes first. Rename, add or remove anyone. All roles →
planning
Schedule appointments and tasks.
purchasing
Keep track of orders and suppliers.
customer service
Answer customer questions.
team lead
Split up questions and bring the answers together.
orchestrator
bookkeeping
Invoices, reminders and the books.
marketing
Plan and measure campaigns.
sub-agent
recruitment
Write job posts and screen candidates.
who works with whom.
A group decides who may ask whom, and which documents they share. See the map →
jobs and planning
Quotes, the schedule and materials.
works with customers and back office
customers
Questions, reviews and leads.
back office
Invoices and hiring.
on the map, ready.
It all comes with the template. You fill in the blanks. Planned work waits for you in Review. About connectors →
connectors
- HubSpot
- Asana
- Stripe
- Moneybird
Placed, not connected. You connect them with your own account.
starter documents
- Rates and materials
- Job intake checklist
- Suppliers
- Frequently asked questions
- Brand voice
- Services and prices
- Month-end checklist
Headings and blanks. Until you fill them in, agents don't guess.
product sheets and manuals
An empty pack for your own files: PDF, Word, Excel or text.
other markets.
Not your market? Start on General and change anything. Match your market →