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Remodeling CRMApp · Construction · sample data

Carry a renovation lead from the first call to the paid design fee

A remodeling company loses money in the gap between the site visit and the signature. The estimate went out, nobody logged what the client said next, and the design fee that starts the work sits uninvoiced for a month. This template keeps the qualification, the estimate, the drawings and the fee on one project record, so the next action on every job is visible without opening anyone's inbox.

The pipeline. One line per project, the next action and who owns it, sorted by what is due.

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What it puts on screen

  • The enquiry becomes a project. Household, property address, project type and source on one record. A repeat client keeps the same customer, so the second bathroom does not arrive as a stranger.
  • Qualification is written down. Budget range, timeline, readiness and who the decision makers are, scored and tiered, so a site visit is booked on evidence rather than on optimism.
  • The estimate has a state. Draft, released, under review, with the amount on the record and the preliminary scope acceptance next to it. The board shows what is out and what came back.
  • The design fee is the milestone. Invoice, receipt and verified amount checked against the invoice balance, so Design and Discovery paid is a fact on the row, not somebody's recollection.

The screens

Stage board from lead review through paid design fee
The same projects as a board. Lead review, consult, estimate, follow up, paid, with the fee amount on the card.
Project record showing contact, property, next step and owner
One project. Household, property and contact on the left, the next step and its owner on the right, with qualification, estimate and payment behind their own tabs.

Three things the template leaves to you

  • What the Design and Discovery fee covers, and what it costs.
  • Which stages your jobs actually pass through, and what you call them.
  • Whether estimates stay in the App or come back from the estimating tool you already run.

The setup guides inside the archive walk your agent through each one.

Questions

What makes this different from a generic sales CRM?

The record is a project, not a contact. Consultations, estimates, drawings, photos and the design fee hang off the same job, which is the unit a remodeling business actually argues about.

Does it handle estimating or accounting?

No. Those integrations are placeholders on purpose. The template covers getting from lead to a paid design fee, and leaves the estimating tool you already use alone.

Can I change the stages?

Yes. Tell your agent how your own jobs move and it edits the board; the stages that ship are a starting point taken from residential renovation work.

The instruction behind it

Every person, address, amount, photo and floor plan that ships with it is invented and labelled DEMO, and the contacts sit on a reserved .example domain, so the first screen is safe to show anyone. The integration screens are placeholders: no accounting, estimating or transcription account is connected until you connect one.

Download https://kylon.io/app-templates/remodeling-crm-template.zip and build me a remodeling sales CRM from it. Unpack it, read README.md and TEMPLATE_GUIDE.md, and follow them: create the App, provision its database, copy the source into the checkout, replace the placeholder app id and base URL, then push a draft and send me the link. Never run SQL by hand. The numbered files in db/migrations apply themselves in order to a new empty database and seed the demo projects, so the pipeline and the board are full on the first open. Leave those rows in. Then stop. Do not import our real clients, do not connect accounting or estimating, and ask me before anything real goes in.

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