TRADES & HOME SERVICES
Construction CRM — enquiries, projects and defects
Qualify before you spend an estimator, run the build in sequence, and handle the defects period so the last five percent does not cost you the referral.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“An estimator spent a week on a project that never had a budget.”
- 02
“A variation was agreed on site in a conversation and became an argument in month six.”
- 03
“The job finished, three defects were emailed in, and nobody closed them out.”
THE SYSTEM
The construction system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Leads & Quotes
- Projects — Build
- Defects & Maintenance Period
3 forms
- Tell us about your project
- Architect and designer referral
- How did we do?
2 booking links
- Book a site meeting (60 min)
- Pre-start meeting (90 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to 24-hour callback
- site meeting booked prompts the plans read
- estimate follow-up on day three
- won opens the build board with the contract as the first gate
THE INSIGHT
“Nearly every construction dispute traces back to something not agreed at pre-start. That is why the pre-start meeting is a booking link with an agenda rather than a task nobody does — variations, claims, decisions and communication, in one hour, before anyone is on site. **CTA** · See how a building company runs on it **Meta** · *Construction CRM Software for NZ Builders | Penguin Pilot* — Qualify before you estimate, agree variations in writing, and close the defects period properly. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES