Example settings for construction and trade businesses. Use them as a starting point: rename, add, or skip anything that doesn't fit how you work. For what each setting does and the order to set them up, see Set Up Your Pipeline CRM Account.
Pipelines
Give each kind of work its own pipeline with its own stages, for example Residential, Commercial, and Service & Repair. A tradesperson hiring pipeline also works well for recruiting.
Set it up: Multiple Pipelines
Custom fields
| Field | Record | Type | Options | | --- | --- | --- | --- | | Project Type | Deal | Dropdown | Residential, Commercial | | Trade | Deal, Person | Picklist | Electrical, Plumbing, HVAC, Framing, Roofing | | Estimate Amount | Deal | Currency | | | Bid Due Date | Deal | Date | | | Quote Sent | Deal | Date | | | Scheduled Start Date | Deal | Date | | | Completion Deadline | Deal | Date | | | Job Site Address | Deal | Text | | | License Number | Company | Text | |
Set it up: Create and Manage Custom Fields
Custom field groups
- Location (for example, Seattle or Portland)
- Project Details
- Materials
Grouping fields by stage of the job makes each one quicker to find on the record. Set it up: Custom Field Groups
Person statuses
- Potential Client
- Project Manager
- Contractor
- Distributor
Set it up: Person Statuses
Tags
- Architect
- Subcontractor
- Surveyor
- Consultant
- Partner
Set it up: Tag Companies, People, and Deals
Lead sources
- Website
- Architect Referral
- Distributor
- Market Research
Set it up: Lead Sources
Activity categories
- Routine Site Check-Up
- Inventory Check
- Operations
- Recruiting
Set it up: Activity Categories
Task and event types
- Site Tour
- Jobsite Visit
- Post-Bid Follow-Up
- Design Meeting
- Appointment
Set it up: Task & Event Settings
Automations
| Name | Record | Trigger | What it does | | --- | --- | --- | --- | | Web-to-Lead Notification | Person | Created | Notifies the team when a new lead comes in from your website | | New Candidate Alert | Deal | Created | Alerts the deal owner about a new candidate in the hiring pipeline | | Company Contact Info Updated | Company | Updated | Sends an alert when a company's contact details change | | Quote Accepted | Deal | Updated | Notifies accounting when a quote is accepted | | Canceled Deal | Deal | Updated | Tells the team not to reach out on a canceled deal | | Ready to Process | Deal | Updated | Creates tasks for the office once an estimator sells a job | | Start Date Reminder | Deal | Updated | Emails the customer a reminder before their scheduled start date |
Set it up: Automations Overview. How many automations you can create depends on your plan.
Need help? Contact support at customercare@pipelinecrm.com.