Trade Business Systems Glossary
Plain-English definitions of the marketing, CRM, and operations terms every trade business owner should understand before buying a system.
Sales
Operations
Compliance
Local SEO
Websites & Funnels
Drag-and-Drop Website Builder
Build and edit pages yourself, no code required.
Read full definitionMobile-Responsive Templates
Every page automatically reshapes itself for phone, tablet, and desktop.
Read full definitionLanding Page Builder
Build a standalone page built around a single offer or a single ad.
Read full definitionSales Funnel Builder
String pages together in order, each one moving toward the ask.
Read full definitionA/B Split Testing
Show two versions of a page and track which one gets more bookings.
Read full definitionCustom Domain Hosting
Your own domain points directly to your site, which is hosted and running.
Read full definitionSSL Certificate Included
Every page loads encrypted, padlock included, no extra setup.
Read full definitionBlog Builder
Publish articles straight to the site without another tool.
Read full definitionMembership Site Builder
Lock pages behind a login and sell as a one-time or recurring product.
Read full definitionPopup and Sticky Bar Builder
Trigger an offer or message based on time on page or exit intent.
Read full definitionCountdown Timers
Show a live countdown tied to a real offer end date.
Read full definitionVideo Embed Support
Drop a video straight into any page, no separate hosting account needed.
Read full definitioneCommerce Product Pages
Build product pages with pricing, checkout, and a built-in cart.
Read full definitionCRM & Contacts
Full Contact Database
Every contact lives in one searchable record.
Read full definitionLead and Customer Tagging
Label contacts by type, status, or interest.
Read full definitionCustom Contact Fields
Add your own fields: job type, property size, referral source, whatever matters.
Read full definitionSmart Contact Lists
Lists build themselves off rules you set once.
Read full definitionActivity Timeline per Contact
Every call, text, email, and form fill logs to that contact automatically.
Read full definitionContact Scoring
Contacts get a score based on how they are engaging with you.
Read full definitionDuplicate Detection
Flags likely duplicate records so they can get merged.
Read full definitionBulk Import and Export
Import a spreadsheet in one shot, export anytime you need a copy.
Read full definitionContact Notes and Tasks
Attach notes and follow-up tasks right to the contact.
Read full definitionAssigned Rep per Contact
Every contact gets an owner on your team.
Read full definitionContact Source Attribution
Every contact gets tagged with where they came from.
Read full definitionCompany and Account Records
Group multiple contacts under one company or account record.
Read full definitionPipelines & Opportunities
Unlimited Pipelines
Build a separate pipeline for each service line or job type.
Read full definitionDrag-and-Drop Stage Management
Move a deal forward by dragging it to the next stage.
Read full definitionOpportunity Value Tracking
Every deal carries a dollar value that rolls up automatically.
Read full definitionWon / Lost / Abandoned Tracking
Every closed deal is marked as won, lost, or abandoned, with a reason.
Read full definitionPipeline Conversion Reporting
Tracks how many deals move from each stage to the next.
Read full definitionAutomatically Update Job Status
A deal moves to the next stage on its own when a trigger occurs, such as a signed estimate.
Read full definitionPipeline Notifications
Sends an alert when a deal stalls or hits a certain stage.
Read full definitionMulti-Pipeline per Business
Run several pipelines side by side under one account.
Read full definitionRevenue Forecasting
Projects expected revenue based on what is in the pipeline and its stage.
Read full definitionCustom Opportunity Fields
Add fields specific to the job: square footage, permit status, crew assigned.
Read full definitionSMS & Email
Two-Way SMS Messaging
Send and receive texts from the business number, right inside the system.
Read full definitionBulk SMS Campaigns
Send one message to a filtered group at once.
Read full definitionEmail Broadcast Campaigns
Build and send an email to a list segment in one shot.
Read full definitionDrip Email Sequences
A set series of emails goes out automatically on a schedule.
Read full definitionHTML Email Builder
Build a formatted email with your logo, images, and layout.
Read full definitionEmail Deliverability Tools
Handles the technical setup that keeps your sending reputation clean.
Read full definitionShared Team Inbox
All texts and emails land in a single inbox the whole team can see.
Read full definitionMessage Templates
Save common replies and drop them in with one click.
Read full definitionAuto-Reply Rules
Sends an automatic response based on time of day or keyword.
Read full definitionConversation Assignment
Route a conversation to a specific person on the team.
Read full definitionUnsubscribe Management
Opt-outs are tracked and honored automatically across every send.
Read full definitionEmail Open and Click Tracking
Tracks who opened the email and what they clicked.
Read full definitionAutomation & Workflows
Visual Workflow Builder
Build the steps visually, drag and connect, no code.
Read full definitionTrigger-Based Automation
A specific action, such as a form fill, automatically kicks off the next steps.
Read full definitionTime Delay Actions
Space steps out over hours, days, or weeks.
Read full definitionConditional Branching
The automation splits based on how someone responds.
Read full definitionGoal-Based Workflow Exits
The automation stops the moment the real goal, such as booking, is reached.
Read full definitionAutomatic Estimate Follow-Up
A single sequence can mix text, email, and calls to chase every estimate on a schedule.
Read full definitionWebhook Triggers and Actions
Sends or receives data from other software when something happens.
Read full definitionInternal Notification Automation
Alerts your team the moment something important happens.
Read full definitionForm Submission Triggers
A form submission automatically kicks off the next step.
Read full definitionAppointment Triggers
A booking can trigger reminders, prep tasks, or team notifications.
Read full definitionPipeline Stage Change Triggers
A stage change can fire off a text, task, or notification.
Read full definitionPayment Triggers
A payment can trigger a receipt, a tag update, or the next step in service.
Read full definitionAI-Powered Workflow Steps
AI handles specific steps within the automation, such as writing a draft or interpreting intent.
Read full definitionCalendars & Booking
Individual Booking Calendars
A live calendar shows your real open slots.
Read full definitionTeam Round-Robin Calendars
New bookings automatically rotate across your team.
Read full definitionGroup Event Calendars
One event, multiple people can book into it.
Read full definitionClass and Service Scheduling
Set up recurring or service-specific booking rules.
Read full definitionCustom Availability Rules
Set exactly when you are bookable, down to the day and hour.
Read full definitionBuffer Time Between Appointments
Automatic gap time built in around every appointment.
Read full definitionAutomated Confirmation SMS and Email
A confirmation goes out the second someone books.
Read full definitionAutomated Reminder Sequences
Reminders go out automatically before the appointment.
Read full definitionNo-Show Follow-Up Automation
A missed appointment automatically triggers a reschedule attempt.
Read full definitionCalendar Embed on Website
Drop the live booking calendar right onto any page.
Read full definitionGoogle Calendar Sync
Two-way sync keeps both calendars matching.
Read full definitionOutlook Calendar Sync
Two-way sync with Outlook calendars.
Read full definitionIntake Forms on Booking
A short form collects job details when someone books.
Read full definitionForms & Surveys
Drag-and-Drop Form Builder
Build any form yourself, no code.
Read full definitionMulti-Step Forms
Break a long form into smaller steps.
Read full definitionConditional Logic Fields
Fields show or hide based on earlier answers.
Read full definitionFile Upload Fields
Let people attach photos or documents right in the form.
Read full definitionE-Signature Capture
Collect a legal e-signature right inside the form.
Read full definitionSurvey Builder
Build a survey and send it after the job.
Read full definitionQuiz Builder with Scoring
Build a scored quiz that sorts people by their answers.
Read full definitionForm Embed on Any Page
Drop the same form onto any page on the site.
Read full definitionCustom Thank-You Redirects
Send them to a specific page after they submit.
Read full definitionForm Submission Notifications
An alert fires the moment a form comes in.
Read full definitionPartial Submission Capture
Captures what they entered even if they never hit submit.
Read full definitionPayments & Invoicing
Invoice Creation and Sending
Build and send an invoice right from the same system.
Read full definitionRecurring Billing and Subscriptions
Set it once, and it bills on schedule automatically.
Read full definitionOne-Time Payment Links
Send a link, they pay in a few taps.
Read full definitionOrder Forms with Upsells
Show a relevant add-on right when someone is about to pay.
Read full definitionStripe and PayPal Integration
Accept payment through either processor.
Read full definitionText-to-Pay
Send a payment request straight to their phone by text.
Read full definitionPayment Tracking and Reporting
Every payment logs automatically with a real-time view.
Read full definitionRefund Management
Issue a refund from the same place you took the payment.
Read full definitionEstimate and Proposal Creation
Build a professional estimate from a template and send it digitally.
Read full definitionAutomated Payment Reminders
Reminders go out automatically as a due date approaches or passes.
Read full definitionTap-to-Pay Mobile
Take a tap-to-pay card charge right from a phone.
Read full definitionReviews & Reputation
Automated Review Request SMS
A review request texts out automatically after the job.
Read full definitionAutomated Review Request Email
The same ask, sent by email on the same trigger.
Read full definitionGoogle Business Profile Integration
Connects directly to your Google Business Profile.
Read full definitionFacebook Review Integration
Pulls Facebook reviews into the same dashboard.
Read full definitionReview Monitoring Dashboard
All reviews land in one dashboard as they come in.
Read full definitionReview Response Management
Respond to reviews from inside the same dashboard.
Read full definitionDisplay Customer Reviews on Your Website
Display live reviews right on the website.
Read full definitionUnhappy Customer Internal Alerts
A post-job check-in flags dissatisfaction to your team internally, while every customer still gets the same review request.
Read full definitionReview Campaign Scheduling
Schedule review requests to go out on a set rhythm.
Read full definitionStar Rating Reporting
Tracks your average rating and volume over time.
Read full definitionAI & Chat
AI Chat Widget for Website
A chat widget on the site answers common questions automatically.
Read full definitionAI Appointment Booking Assistant
The chat can walk someone through booking on its own.
Read full definitionAI-Powered SMS Responses
Common questions get an automatic reply by text.
Read full definitionAI Content Generation
Generates a first draft of content based on what you tell it.
Read full definitionAI Review Response Drafting
Drafts a response to a review for you to approve or edit.
Read full definitionLive Chat with Visitor Tracking
Shows who is browsing live and lets your team jump into chat with them.
Read full definitionChat-to-SMS Handoff
Moves the conversation from web chat to text without starting over.
Read full definitionChatbot Flow Builder
Build the exact conversation flow and questions yourself.
Read full definitionAI Receptionist Voice
An AI voice answers the call and handles basic questions or booking.
Read full definitionVoice AI for Inbound Calls
Handles routine inbound calls via a voice system rather than a person.
Read full definitionReporting & Analytics
See Where Your Customers Come From
Shows exactly where each lead came from, in one dashboard.
Read full definitionPipeline Revenue Reporting
Rolls up pipeline value and movement into a report.
Read full definitionCampaign Performance Reporting
Tracks results tied to a specific campaign or send.
Read full definitionCall Tracking and Recording
Tracks call source and records the call itself.
Read full definitionEmail Open and Click Analytics
Tracks opens and clicks per email.
Read full definitionAppointment Show Rate Tracking
Tracks how many booked appointments actually happen.
Read full definitionForm Conversion Reporting
Tracks views versus completed submissions per form.
Read full definitionGoogle Ads Integration
Connects ad performance data to what happens after the click.
Read full definitionFacebook Ads Integration
Same connection, for Meta ad platforms.
Read full definitionCustom Dashboard Builder
Build your own dashboard with the metrics that matter to you.
Read full definitionAgent and Rep Performance Reports
Tracks activity and results by team member.
Read full definitionSocial Media
Social Media Post Scheduler
Queue up posts ahead of time to go out on schedule.
Read full definitionMulti-Platform Publishing
Publish to multiple platforms from one place.
Read full definitionSocial Content Calendar
Plan and view your posting schedule in one calendar.
Read full definitionFacebook and Instagram Posting
Direct publishing to Facebook and Instagram.
Read full definitionGoogle Business Profile Posts
Post updates directly to your Google Business Profile.
Read full definitionLinkedIn Posting
Publish directly to LinkedIn.
Read full definitionTikTok Posting
Publish directly to TikTok.
Read full definitionContent Approval Workflows
Posts route through an approval step before they go live.
Read full definitionAI Social Caption Generator
Generates a caption draft based on the post content.
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