Challenges
Room-by-room prep tracking • Multi-visit scheduling • Variation control
Industry solution
Site preparation, estimates, teams, materials, room-by-room completion, and staged billing.
Painting and Decorating is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Room-by-room prep tracking • Multi-visit scheduling • Variation control
Site preparation, estimates, teams, materials, room-by-room completion, and staged billing.
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
General material, asset, or supplier patterns apply while trade-specific templates are validated.
AI-supported qualification, drafting, reminders, and summaries remain human-approved and availability-labelled.
Accounting, payments, calendar, maps, storage, and APIs sit in the broader integration roadmap.
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
The platform already supports room and survey structures that can inform broader industry templates.