Home renovation projects
Follow up every inquiry, turn site visit notes into clear quotes, schedule each trade in order, get changes approved, and keep homeowners updated.
- Made byJocky
- Installs (30 days)0
- IndustryHome renovation
- UpdatedNov 5, 2026
The outcome
Every inquiry gets a reply with a site visit offer, site notes become a scope and quote draft, and homeowners approve changes in their portal.
What your homeowners get
Progress updates and changes to approve in your company's name, not the ones every other contractor sends.
Kitchen remodel: tiling starts Monday. Change 3, one extra outlet for $180, is ready for you to approve.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
7 tables
- Company
14 fields
- Homeowners
7 fields
- Leads
18 fields
- Projects
16 fields
- Updates
5 fields
- Tasks and materials
9 fields
- Changes
10 fields
3 automations
- Quote ready
When a record in Leads changes
- Inquiry reply
When a record is added to Leads
- Change to approve
When a record in Changes changes
2 apps
- Homeowner portal
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
About this template
In Jocky's words.
What's inside
- Projects: homeowner, scope, quote, and stage
- Leads: source, request, and site visit date
- Tasks and materials: trade, dates, supplier, and cost
- Scope summary (AI): turns site visit notes into a scope and quote draft
- Inquiry reply (automation): confirms the inquiry and offers a site visit
- Homeowner portal (app): homeowners see progress and approve changes
Get started
- Add your current projects. Scope, stage, and budget.
- Share the inquiry form. On your website and Google profile.
- Invite homeowners to the portal. They approve changes there.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Homeowners sign in with a one-time code sent to their email. You and your team sign in with Teable.
Comes with sample data for a made-up business, Harbor Renovations. Every sample email is on example.com, so nothing reaches a real person until you add your own.
1 click. 1 sentence. Yours.
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Click Use template on this page. Its 7 tables, 3 automations, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
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Tell Teable AI what's different, the way you'd say it: “Add progress payments for each stage.” It changes the fields, steps, and screens to match.
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Its 3 automations run on their own, and your homeowners hear back in your business's name. You just run the business.
Templates
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Tenant maintenance requests
Tenants report issues through a form, AI sorts them by urgency, and the right vendor gets the job automatically.
Start with Home renovation projects
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
