Settings by trade

Every trade uses the same settings, but some matter more than others depending on how your work runs. Here's where to focus.

#HVAC & plumbing

• Job types & modes: make tune-ups and repairs Service call types with arrival windows, and installs Multi-day crew job types. Mark replacement estimates as Sales opportunity so they land on the sales calendar.
• Pricebook: set default markups for materials and equipment, and a Member discount % for maintenance plan customers.
• Estimates & proposals: turn on Good / better / best by default for replacements.
• Forms & checklists: build a tune-up checklist with Pass / Fail and Number fields (with units), and attach it to your tune-up job type.

#Electrical

• Job types & modes: check both Quick service calls and Multi-week projects if you also do new construction or remodel work.
• Profile: add your License #. It shows on estimates and proposals.
• Forms & checklists: build an inspection or safety checklist for panel work.

#Painting

• Job types & modes: make most types Multi-day crew job with Default days, and mark exterior work Weather sensitive.
• Techs & crews: build crews with a lead.
• Estimates & proposals: set a Default deposit %.
• Weather-sensitive painting visits are flagged on days below freezing or with a 70% or higher chance of rain. Check Weather outlook before confirming exterior work.

#Roofing

• Job types & modes: mark roofing job types Weather sensitive so rainy days (70% chance or more) and freezing days are flagged ahead of time.
• Subcontractors: track insurance dates and W-9s for outside crews.
• Payments & financing: connect a lender so homeowners can pay over time on a full replacement.

#Remodeling & restoration

• Job types & modes: pick Multi-week projects as Mostly this and use Project with phases types.
• Contract terms & documents: write estimate terms covering deposits and changes, plus your workmanship warranty.
• Payroll & commissions: set each person's Hourly cost so job costing is accurate.

#Landscaping, lawn, pool & pest (recurring routes)

• Hours & service areas: list the ZIP codes you serve so online bookings outside your routes are turned away.
• Pricebook: set a Member discount % for recurring customers.
• Techs & crews: set where each tech's Day starts from so drive times are accurate.

#Cleaning

• Job types & modes: create a type per clean with the right Length (minutes), and turn on Bookable online.
• Hours & service areas: set business hours and an Arrival window, and keep Online booking on.
• Reviews: turn on automatic review requests after payment.