用上之后
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.
业主能得到什么
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.
看看实际效果
这就是模板本身，带着示例数据。用之前可以先随便点点看。
里面有什么
下面这些装好就能用，还带着示例数据，随你改。
7 个表格
- Company
14 个字段
- 业主
7 个字段
- Leads
18 个字段
- 项目管理
16 个字段
- Updates
5 个字段
- Tasks and materials
9 个字段
- Changes
10 个字段
3 个自动化
- Change to approve
「Changes」中的记录有变化时
- Quote ready
「Leads」中的记录有变化时
- Inquiry reply
「Leads」新增记录时
2 个应用
- Homeowner portal
基于表格的应用
- Playbook
基于表格的应用
连接
不需要连接外部账号。
关于这个模板
以下是 Jocky 的原话。
里面有什么
- 项目管理: 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.
一键开始，一句话改好，只属于你。
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点本页的「使用模板」。它的 7 个表格、3 个自动化和 2 个应用会直接在你的 Teable 里打开，已经能用，还带着示例数据。不用安装，也不用配置。
-
用你平时说话的方式，告诉 Teable AI 哪里不一样：“Add progress payments for each stage”。它会相应地改好字段、流程和界面。
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它的 3 个自动化会自己跑，业主收到的回复都以你的名义发出。你只管做事。
模板
更多建筑与房地产模板
最常用的排在前面。
-
Construction site log
Log weather, crew, and progress on every site each day, track change orders, and send clients a daily summary written by AI.
-
Property listings and showings
Keep every listing, showing, and buyer lead together, and let AI write a listing description from your notes.
-
Tenant maintenance requests
Tenants report issues through a form, AI sorts them by urgency, and the right vendor gets the job automatically.
从「Home renovation projects」开始
一键开始，一句话改成贴合你业务的样子。不用找开发，也不用和别家店用同一款软件。需要帮忙搭建？我们的团队可以陪你一起弄。
