Detect the operating model
Use the service, revenue model and delivery answers to decide whether the business runs jobs, projects, appointments, orders or recurring service.
JOBS · PROJECTS · BOOKINGS · ORDERS
The work screen should speak your business's language.
A contractor has jobs. An agency has projects. A salon has bookings. A shop has orders. BusinessBuilder should detect the operating model before it decides the workflow.
OPERATING MODEL
Electrical contractor
01Enquiry
02Survey
03Quote
04Scheduled
05On site
06Testing
07Invoice
Marketing agency
01Lead
02Discovery
03Proposal
04Kick-off
05Delivery
06Client review
07Billing
WITHOUT IT
Where the friction comes from.
Generic CRMs often force every business into the same pipeline vocabulary. That creates irrelevant fields, confusing stages and workarounds because the software model does not match the actual operation.
WITH BUSINESSBUILDER
What changes.
BusinessBuilder recommends the correct work object, stages, dates, owners, required information and completion rules for the detected business model — and keeps them editable.
HOW IT WORKS
Recommend real stages
Generate a sensible starting flow and let the owner change it in normal language.
Attach the requirements
Dates, team, documents, customer updates and payment milestones stay with the work.
REALISTIC EXAMPLE
Two businesses, one product
Before: A contractor and agency are both given a generic 'Deals' board and must invent workarounds after the sale.
After: The contractor gets Survey → Quote → Job → Testing → Invoice while the agency gets Discovery → Proposal → Project → Client review → Billing.
1Business model detected2Correct terminology3Tailored stages4Tasks & documents5Completion6Money