Small builders blueprint

Projects, subbies and quotes for small building teams.

Residential builders and renovators running a handful of concurrent projects. The Small Builders blueprint turns each job into a project record with its own subbies, selections, stage claims and defects.

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Sound familiar?

01

Quotes take a whole weekend

Take-offs and pricing assembled by hand while paying jobs wait their turn.

02

Subbie coordination by group text

Trades turn up in the wrong order because the schedule is a message thread.

03

Client variations agreed verbally

Changes agreed on site, never documented, then disputed at handover.

The Small builders blueprint

What installs when you pick Small builders.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Build Pipeline

  1. 1New Enquiry
  2. 2Site Meeting
  3. 3Quote Prepared
  4. 4Quote Submitted
  5. 5Contract Signed
  6. 6In Construction
  7. 7Practical Completion

Custom fields on top of the standard ones

FieldType
Project Typedropdown
Estimated Budgetcurrency
Council Approval #text
Estimated Completiondate
Build Budgetcurrency
Builder's Licence Numbertext

Records it adds extra record types beside contacts, deals and jobs

  • Projects
  • Subcontractors
  • Client Selections
  • Stage Claims
  • Defect / Warranty Items

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Building (Small) blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Building (Small) blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Building (Small) Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Building (Small) blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Building (Small) Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Building (Small) blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Building (Small) Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how small builders actually work.

  • Catalogue-driven estimates cut quoting from days to hours
  • Subcontractor scheduling on the same dispatch board as your own crew
  • Client selections and stage claims recorded against the project
  • Supplier bills matched back to the project budget

Blueprints stack. Run Small builders alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Construction and trades12 stages · Lead/Opportunity Identified → Closed Plumbing6 stages · New Enquiry → Completed Electrical6 stages · New Enquiry → Completed & Certified

See all 25 blueprints →

Your small builders workspace, live in about two minutes.

Choose Small builders when you sign up and start the 21-day free trial. No card needed to look around.

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