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Your industry setup and its upgrades

What an industry pack sets up, how upgrades work, and exporting your setup.

By PrimemgrUpdated How we research and check this

Settings → Industry pack shows which industry setup your workspace uses and which version.

What a pack sets up

The business type you pick when you sign up chooses the recommended pack. It decides which modules are switched on, the words the app uses for things (a job is a clean for a cleaning business, a repair for a device repair shop, a service call for a field service business), the fields and statuses on records, and starter automations. Anything it sets up can be changed afterwards in Settings.

Upgrades are your choice

When we publish a better version, nothing changes until you choose to upgrade. The page shows exactly what the upgrade would change, what it would leave alone because you changed it yourself, and anything it cannot install. Nothing is removed, and any automation it adds starts turned off.

Exporting your setup

Download as a pack saves your modules, words, fields, statuses and automations as a file. It holds no customer, job or money data.

Related

Inspection forms and checklists

Building a form or starting from a ready-made checklist, filling it in on a job, and quoting what it finds.

Inviting your team

Inviting people, choosing what they can do, changing their role, removing someone, and how seats are counted.

Invoicing from an accepted quote

Raising an invoice from an accepted quote or from a job, finalising it, and correcting one with a credit note.

Ready to try it on a real job?

Fourteen days on the plan you choose, a reminder before the first charge, and an export of everything you put in if you decide against it.

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