The trade CRM.
Build this one See every trade
0 stages0 lists0 bots of its own
Every part below is this trade's own, shown with made-up records.
That address names no trade on the list, so this is the first one.
Its stages are already there.
This trade's own steps, in order, with a sample record or two at each. Every stage can be renamed, added or removed when you build.
Its lists hold what you track.
Each list has its own columns, set up for this trade. Press a tab to see one.
A record keeps everything in one place.
Its stage, its value, its details and what is left to do, on one sheet.
Each stage has its own checklist.
Press a stage to see what gets ticked there and which papers it asks for.
Its morning numbers.
The counts this trade checks first each day, worked out here from the sample records.
What a bot does
Its four bots.
Pick a job, then a bot. No bot runs yet: each example is made up to show what it will hand you, in your trade's own words where the bot was written for it.
What it costs.
You pay each month for each bot you switch on, by the team it is in. A team is charged for three bots at most: the rest of that team come with it.
Start from this trade. Make it yours.
Five short steps, and every stage, word and colour can be changed on the way.