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Sample desk · fictional jobs

Garage Doors CRM

A desk built for garage door work.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

DoorCraft Garage · sample business

See Garage Doors templates Choose a plan

Pipeline stagesNew call → Diagnose → Quote → Scheduled → On site → Follow-up
Job-type tagsSprings, opener, off-track, replace, weather seal
Door size notesSingle / double and height on the card
Service vs replaceClear when a new door is the better path
Sample estimatesRepair and replace marked sample
Review askAfter a finished job — you press send
AI draftsYou review and press send — never auto-sent

New call

1

Tina A.

Priority

Door off-track · single

Off-trackService

Pine Acres · Same-day ask

Won't close past halfway

Diagnose

1

Sheila M.

Opener remotes + safety sensors

OpenerService

Crestline · Diagnose Wed

Sensors blink · 7 ft single

Quote

1

Omar Z.

Replace · 16×7 insulated

Replace

Bayview · Quote out Tue

$2,450 · sample

Double door · insulated steel · new opener option

AI draft — sample

Hi Omar — insulated 16×7 replace is $2,450 sample. Opener add-on is listed separately. I can measure Thursday to lock color and windows.

Scheduled

1

Wendy L.

Weather seal + rollers

Service

Oakdale · Fri 10:00–12:00

$280 · sample

Single 8×7 · noisy travel

On site

1

Greg P.

Emergency

Broken torsion spring · double

SpringsService

Lakewood · Tech on site

Door secured open · match spring rating

Follow-up

1

Neil C.

Annual lube + balance check

Service

Crestline · Remind in 11 months

After spring job · sample

Static preview. Nothing here saves, dials, or emails. Stages match how garage door jobs usually move.

Choose a plan See templates for this trade View a finished sample