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Blueprint pack

Service Business Starter. Ready in minutes.

Operations management for home services, trades, maintenance, and field operations.

Start for freeAll templates
1Modules and fields1Modules and fields2Views2Views3Automations3Automations
BLUEPRINT PACK · 2 MODULESService Business Starter
Jobs12 fieldsJob NumberTitleCustomerAssigned Crew
Crews6 fieldsCrew NameLead TechnicianTeam MembersSpecialties
BLUEPRINT PACK · 4 VIEWSService Business Starter
PipelineKanban view of jobs by status
ScheduleCalendar view of scheduled jobs
By CrewJobs grouped by assigned crew
Crew AvailabilityKanban view of crew availability
BLUEPRINT PACK · 3 AUTOMATIONSService Business Starter
When: Job scheduledThen: Notify assigned crew, add to calendar
When: Job completedThen: Send customer follow-up, request review
When: Crew availability changesThen: Update schedule board, notify dispatcher

IDEAL FOR

Home ServicesHVAC/PlumbingLandscapingCleaning ServicesField Operations

INCLUDED MODULES · 2

Everything you need, already modeled.

Pre-configured objects with fields, relationships, and views ready to use.

Jobs12 fieldsTrack service jobs from scheduling through completionJob NumberTitleCustomerAssigned CrewStatusPriorityScheduled DateJob TypeLocationEstimated CostActual CostMaterials Used
Crews6 fieldsManage field crews, their specialties, and availabilityCrew NameLead TechnicianTeam MembersSpecialtiesAvailabilityContact Phone

PRE-BUILT VIEWS · 4

Views that are ready on day one.

Saved filters and layouts to see your data the way you need it.

PipelineKanban view of jobs by status
ScheduleCalendar view of scheduled jobs
By CrewJobs grouped by assigned crew
Crew AvailabilityKanban view of crew availability

BUILT-IN AUTOMATIONS · 3

The routine work, already wired.

Workflows that run automatically based on triggers you define.

Job scheduledNotify assigned crew, add to calendar
Job completedSend customer follow-up, request review
Crew availability changesUpdate schedule board, notify dispatcher

INSTALL

Install in minutes.

Your existing data stays intact. The pack adds new modules alongside what you already have.

1Open MarketplaceGo to Marketplace in your Coherence workspace.
2Find the packFind “Service Business Starter”.
3InstallClick Install.
4Make it yoursCustomize fields and automations to match your workflow.

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