Complete CRM & Project Management System for Kitchen & Bath Remodelers

STREAMLINE YOUR REMODELING BUSINESS WITH A COMPLETE MANAGEMENT SYSTEM

Stop juggling multiple systems and spreadsheets. Our Kitchen & Bath Remodeling Template gives you an instantly organized system used by successful remodeling companies to manage everything from design consultation to project completion and warranty support.

WHAT’S INCLUDED:

COMPREHENSIVE LEAD & DESIGN MANAGEMENT

• Lead Tracking System: Monitor all potential clients
• Design Pipeline Management: Track projects from consultation to contract
• Client Database: Store all homeowner information
• Design Proposal Management: Track quotes and agreements
• Revenue Forecasting: Project future income

PROFESSIONAL PROJECT MANAGEMENT SUITE

• Remodeling Project Tracker: Monitor all active renovations
• Resource Planning Tools: Manage contractor schedules
• Budget Tracking: Monitor costs and profitability
• Timeline Management: Keep renovations on schedule
• Document Management: Store permits and design specs

ADVANCED MATERIALS MANAGEMENT

• Stock Level Monitoring: Track all fixtures and materials
• Reorder Point Alerts: Never delay projects due to stock
• Supplier Management: Track vendor relationships
• Cost Tracking: Monitor material expenses
• Fixture Allocation: Assign to specific projects

QUALITY ASSURANCE & WARRANTY

• Punch List Management: Handle completion items
• Final Inspection Scheduling: Plan quality checks
• Warranty Tracking: Monitor coverage periods
• Client Communication: Log all interactions
• Quality Monitoring: Track craftsmanship standards

WHO THIS IS FOR:

• Kitchen & Bath Remodelers
• Interior Design-Build Firms
• Remodeling Sales Teams
• Project Managers
• Installation Crews
• Design Consultants
• Quality Control Teams

KEY BENEFITS:

• Save hours on system setup
• Reduce project delays
• Improve inventory management
• Enhance customer satisfaction
• Streamline operations
• Increase team efficiency

INSTANT OPERATIONAL ADVANTAGES:

• Ready-to-use sales workflows
• Pre-built project templates
• Professional inventory system
• Automated status updates

BONUS FEATURES:

• Marketing campaign tracking
• Content calendar management
• Customer satisfaction monitoring
• Multiple view options
• Custom form builders

PERFORMANCE TRACKING:

• Sales pipeline metrics
• Project profitability analytics

COMPATIBILITY: Works with all ClickUp plans INSTALLATION: One-click import into your ClickUp workspace

Recommended Pricing:

• Basic Template: £97
• Premium Template (includes training videos): £197
• Enterprise Template (includes consultation): £497

NO REFUND POLICY: Due to the digital nature of this product, we do not offer refunds. Please ensure ClickUp is your chosen platform before purchasing.

PLEASE NOTE: This is a ClickUp space template only. A ClickUp subscription (free or paid) is required to use this template.

Transform your business today with a professional-grade management system. Start delivering exceptional service immediately!