Start with your business.
Build from there.
A few practical steps to bring your company into burnWorks. Tree Service is currently the available industry template.
- 01
Create your company workspace
Register with your email, company name and an available industry template to start with Basic CRM. If you were invited to an existing company, use that invitation instead.
- 02
Make it feel like your business
Set your company timezone, logo and contact defaults. With the Team & operations add-on enabled, build employee, crew and equipment records and invite your team.
- 03
Bring in the next opportunity
Add a customer or lead, record property details and prepare an estimate. Website intake can be connected separately during company setup.
- 04
Plan and complete the work
Record the estimate decision. With Team & operations enabled, schedule the approved job and assign the crew and equipment. Keep job status current through confirmed completion.
- 05
Prepare customer communications
Review contact preferences, company connections and the exact message before enabling supported communications. Review workflows start paused, and general marketing delivery is planned.
Bring your business together.
Explore the platform. Find your industry. Make room for what’s next.