Choose a trade preset

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, Paving and sealcoating software and 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.

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.

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.
• Crewtavo - Roofing adds Roofing to the sidebar, roof tools on every measurement, and roof packages. See Get a roof estimate out from the aerial.

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.

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.

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.