Scheduling-first verticals: bookings, jobs, customers, invoices.
Updated
A detailing shop, a mobile clinic, a contractor — businesses whose product is booked time plus a job. Grants: records, customers, calendar, forms, invoices, media, team, , plus / if the platform also runs the business's public site.
emailwebsitesinsights// record type: job
{ "fields": [
{ "name": "service", "type": "select", "options": ["detail", "ceramic", "wrap"], "filterable": true },
{ "name": "vehicle", "type": "text" },
{ "name": "notes", "type": "longtext" },
{ "name": "scheduled", "type": "datetime", "filterable": true },
{ "name": "total", "type": "money" }
]}
Workflow rides the status column (requested → scheduled → in-progress → done); the customer link scopes each job to its client.
requested → confirmed → completed / cancelled; a guest booking carries the prospect's details until staff convert them into a customer without leaving the calendar.