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Email automationAutomate Appointment Reminders and Review Requests with Moosend
A simple setup plan for trades businesses: reminder emails before the job, review requests after it.
Step-by-stepMove Your Customer Spreadsheet into a Free CRM in One Afternoon
A step-by-step plan for cleaning up a contractor's customer spreadsheet and importing it into a free CRM such as HubSpot's.
CRM basicsIs HubSpot's Free CRM Enough for a Small Contracting Business?
What HubSpot's free CRM covers for small trade businesses, where it falls short, and a simple setup.
Plans & pricingHubSpot Plans Explained for Trades and Small Shops
How HubSpot's hubs and tiers are organized and how a small shop decides whether to upgrade.
WorkflowHow to Track Estimates and Follow-Ups in a Free CRM
A five-step pipeline setup so no estimate slips through the cracks.