# Choose a trade preset

> The trade you pick when you set up your business fills in a starter price list, formulas, checklists, booking forms, weather rules and SOP categories. Paving and Roofing are apps you turn on under Apps.

When you set up your business, Crewtavo asks for your **Trade**. The trade preset fills in starting lists for that kind of work, so you begin with something close to what you need instead of a blank screen. Everything it adds is yours to change afterwards.

## The presets

There are 12. When you set up your business, search for yours, like "plumbing" or "pool".

| Trade | Made for | Services it adds |
| --- | --- | --- |
| **General / Other** | A simple starting point for any service business | 5 |
| **Cleaning & Janitorial** | Maid service and house cleaning, deep cleans, move-outs, and office and commercial cleaning | 17 |
| **Electrical** | Service calls, outlets and wiring, lighting, panel upgrades, EV chargers and generator hookups | 17 |
| **Handyman & Home Repair** | Small repairs, installs, drywall and paint, carpentry and to-do lists, by the hour or the job | 18 |
| **HVAC** | Heating and air conditioning: tune-ups, repairs, system installs, ductwork and maintenance plans | 19 |
| **Landscaping & Hardscaping** | Landscape design, planting, mulch and sod, patios and walls, irrigation, and bed care plans | 19 |
| **Lawn & Exterior Maintenance** | Recurring mowing, seasonal services (leaves, snow, holiday lights), exterior cleaning and commercial grounds plans | 10 |
| **Paving & Sitework** | Residential, commercial and municipal paving, sealcoating, striping, grading, stonework, and subcontract work for general contractors | 16 |
| **Pest Control** | Monthly and quarterly pest plans, one-time treatments, termites, rodents, mosquitoes and wildlife | 16 |
| **Plumbing** | Repairs, drains and sewer lines, water heaters, fixtures and repipes for homes and businesses | 20 |
| **Pool & Spa Service** | Weekly pool service plans, openings and closings, green-pool cleanups, repairs and equipment | 17 |
| **Roofing & Exteriors** | Shingle and metal roofing, repairs, gutters, siding, windows and decks, with optional insurance-claim tracking | 31 |

What Crewtavo does for each trade is on [Lawn care software](https://crewtavo.com/lawn-care-software/), [Paving and sealcoating software](https://crewtavo.com/paving-software/) and [Roofing software](https://crewtavo.com/roofing-software/).

## What a preset fills in

- **Services and prices** for your price list, as many as the table shows.
- **Formulas** that work out a quote line's quantity or price for you, in the landscaping, lawn, paving and roofing presets.
- **Checklists** your crews tick off on a visit.
- **Booking forms** with the questions that trade needs before a quote.
- **Weather rules**, for trades that work outdoors: the conditions each kind of work needs, like a minimum temperature for hot-mix asphalt, the chance of rain that calls off mowing, or the dry hours sealcoat needs afterwards.
- **SOP categories** for your [knowledge base](https://crewtavo.com/docs/team/knowledge-base/).

Your trade also picks the example sections **Settings → Contract terms** offers, like Cure time for paving or Hidden decking damage for roofing. See [Write your contract terms](https://crewtavo.com/docs/sales/contract-terms/).

## Paving and Roofing are apps

The **Paving** and **Roofing** sections are apps, **Crewtavo - Paving** and **Crewtavo - Roofing**, that you turn on under **Apps**. Any business can have either or both, whatever its trade.

- **Crewtavo - Paving** adds **Paving** to the sidebar: takeoff, estimate, proposal, schedule and invoice for a job on one page, and paving items on the measuring map. See [Bid a paving job from the aerial](https://crewtavo.com/docs/measuring/paving-takeoffs/).
- **Crewtavo - Roofing** adds **Roofing** to the sidebar, roof tools on every measurement, and roof packages. See [Get a roof estimate out from the aerial](https://crewtavo.com/docs/measuring/roofing-estimates/).

Signing up with **Paving & Sitework** installs Crewtavo - Paving, and **Roofing & Exteriors** installs Crewtavo - Roofing. Changing your trade later doesn't install or uninstall either one. See [Install and manage apps](https://crewtavo.com/docs/connections/apps/).

## Packages, in every trade

Whatever your trade, you can sell services together as packages, each with a picture, and offer two or three side by side on an estimate, like Good, Better and Best. Set them up under **Settings → Packages**; with Crewtavo - Roofing installed, they're under **Roofing → Packages**. See [Offer Good, Better and Best options](https://crewtavo.com/docs/sales/good-better-best-options/).

## Changing it afterwards

Treat the preset as a first draft. Change prices and services under **Settings → Price list**, and checklists under **Settings → Checklists**. If your trade isn't listed, choose **General / Other** and add your own services.

An owner or admin can change the trade itself under **Settings → Company → Trade**. That changes the starter terms Crewtavo suggests, like the example sections in **Settings → Contract terms**, but not your price list, your apps or anything else you've set up. A business that adds paving can add the standard paving services from **Paving → Price book**, and one that adds roofing sets up its roof packages (Good, Better and Best), with the standard roofing services, from **Roofing → Packages** → **Set up the standard packages**.

Source: https://crewtavo.com/docs/getting-started/trade-presets/ (last updated 2026-11-04)