ENQUIRY
A facilities manager requests a distribution-board upgrade from the website with site and contact details already captured.
TEMPLATE · FIELD SERVICE
Trades & Contractors
A starting system for businesses that win work, visit sites or customers, complete jobs and need the paperwork and money to follow the work cleanly.
Electricians, plumbers, solar contractors, HVAC, roofing, maintenance, cleaning, landscaping and other field-service teams.
Start with this modelTrades & ContractorsWEBSITE PREVIEW
TAILORED SITE STRUCTURE
A website built for how this business wins customers.
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THE OPERATING MODEL
The workflow is the template — not just the colours.
BusinessBuilder still adapts this after onboarding. This is the sensible starting model for this type of company.
1Enquiry2Survey / visit3Quote4Accepted5Schedule6Job7Testing / completion8Invoice9Repeat work
WEBSITE STARTING POINT
Pages chosen for the customer journey.
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WORKSPACE STARTING POINT
Only modules that make sense.
Website
Leads
Quotes
Jobs
Team planning
Documents
Invoices
Recurring work
WORKED EXAMPLE
Commercial electrical enquiry
SALE
The office qualifies the enquiry, completes a site visit and sends a quote without recreating the customer.
DELIVERY
Acceptance creates the job, engineer/date, pre-site requirements, RAMS, photos and test information in one place.
MONEY
Completion makes the work ready to invoice and later surfaces overdue payment or the next maintenance date.
TAILORED AFTER YOU ANSWER
This is a starting model, not a rigid package. Pages, stages and modules change around the real business.