Template library

Template library

Template library

Beyond what is already built into your account, your CRM includes a shelf of ready-made assets you can add whenever you want more — landing pages, booking pages, intake forms and email templates, tuned to your trade.

Beyond what is already built into your account, your CRM includes a shelf of ready-made assets you can add whenever you want more — landing pages, booking pages, intake forms and email templates, tuned to your trade.

Beyond what is already built into your account, your CRM includes a shelf of ready-made assets you can add whenever you want more — landing pages, booking pages, intake forms and email templates, tuned to your trade.

ADD MORE WHENEVER YOU WANT IT

ADD MORE WHENEVER YOU WANT IT

What’s on the shelf

  • Landing and booking pages — trade-specific pages built to turn clicks into booked work

  • Intake forms — shaped to your trade — like service-at-address for mobile work

  • Email templates — extra content your automations can send, ready to personalise

How to use it

Browse the library and load what fits. Your pipeline and automations keep running underneath — adding a template never changes how your account works, it only adds something new you can point at.

BUILT TO GROW WITH YOU

Your pipeline and automations are the engine and never change underneath you. The library is the content shelf — pull from it as your business adds services or campaigns.

Common questions

Will adding a template break anything?

No. Templates are additive. Your existing pages, forms and automations are untouched.

Can I edit what I load?

Yes. Once it’s in your account it’s yours — change the copy, the images, the fields.

What if I want something that isn’t there?

Tell your onboarding contact. The library grows, and trade-specific requests are how it grows.