TRADES & HOME SERVICES
Painting CRM — quotes, jobs and repeat work
Prep priced honestly, colours signed off before a tin is opened, and the exterior that is due again in eight years.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“You lost a job to a quote that was two coats where yours was three, and nobody compared the prep.”
- 02
“A room got painted and then the colour got changed.”
- 03
“You painted a house six years ago, have the full colour schedule, and never rang them.”
THE SYSTEM
The painting & decorating 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
- Jobs & Scheduling
- Repeat & Maintenance Work
3 forms
- Tell us what needs painting
- Property manager and landlord enquiry
- How did we do?
2 booking links
- Book a walk-through (45 min)
- Colour consultation (60 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to callback
- walk-through booked prompts the condition check
- colour sign-off is a blocking stage task
- quote follow-up on day three
THE INSIGHT
“Prep is most of the labour and almost none of what the customer imagines they are buying. Quoting prep and painting as separate lines is the only way your price is ever compared honestly against a cheaper one. **CTA** · See how a painting business runs on it **Meta** · *Painting & Decorating CRM for NZ Painters | Penguin Pilot* — Quote prep separately, get colours signed off before you start, and ring the exteriors you painted eight years ago. ---”
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