Construction and trades blueprint

Run projects, subbies and claims from one system.

Commercial builders, carpentry crews and trade contractors juggling tenders, variations and subcontractors. This blueprint follows the job from tender all the way to the final retention release.

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Sound familiar?

01

Progress claims made from memory

Claim one was invoiced, claim two was verbal, claim three is a mystery, and cashflow wears it.

02

SWMS sign-offs on paper

Safety paperwork lives in a ute glovebox instead of attached to the job record.

03

Variations that never get billed

Extra work is done, the variation never becomes an invoice line, and the margin evaporates.

The Construction and trades blueprint

What installs when you pick Construction and trades.

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

Pipeline stages Construction Sales Pipeline

  1. 1Lead/Opportunity Identified
  2. 2Tender/Quote Preparation
  3. 3Tender/Quote Submitted
  4. 4Under Client Review
  5. 5Negotiation
  6. 6Contract Awarded
  7. 7Pre-Construction (DA/Permits)
  8. 8Construction – In Progress
  9. 9Practical Completion
  10. 10Defects Liability Period
  11. 11Final Retention Released
  12. 12Closed

Custom fields on top of the standard ones

FieldType
Contract Typedropdown
Retention %number
SWMS Requiredyes/no
Permit Numbertext
Progress Claim Numbertext
Retention Heldcurrency

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

  • Projects
  • Change Orders / Variations
  • Subcontractors
  • Site Inspections / Defects
  • Progress Claims
  • Material / Procurement Orders

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Construction & Trades blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

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

Built for how construction and trade businesses actually work.

  • Guided job checklists hold the SWMS sign-off before work starts
  • Variations become quote lines, then invoice lines, so nothing leaks
  • Procurement orders and supplier bills tracked against each project
  • Progress-claim invoicing with retention held and released per stage

Blueprints stack. Run Construction and trades 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

Small builders7 stages · New Enquiry → Practical Completion Manufacturing13 stages · RFQ/Enquiry Received → Closed Plumbing6 stages · New Enquiry → Completed

See all 25 blueprints →

Your construction and trades workspace, live in about two minutes.

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

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