Workflows for Trade Businesses
Explore how teams can organize leads, quote reviews, jobs, and follow-up tasks in one workspace. Trade terminology is for reference and is not automatically validated by Fortifiers.
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HVAC & Refrigeration
Organize HVAC service requests, lead details, quote drafts, and job follow-up in one workspace.
Plumbing & Piping
Keep plumbing enquiries, customer records, quote drafts, and follow-up work organized.
Electrical Services
Organize electrical service leads, quote preparation, and job follow-up. Verify technical and code requirements with a qualified electrician.
Roofing & Exteriors
Track roofing enquiries, prepare quote drafts, and follow approved work through jobs and tasks.
General Contracting
Coordinate project leads, quote reviews, jobs, and task follow-up across a contracting team.
Landscaping & Hardscaping
Organize landscaping enquiries, scope notes, quote drafts, and next-step tasks.
Commercial Cleaning
Manage cleaning-service leads, prepare quote drafts, and coordinate recurring follow-up tasks.