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Hub

Construction & Trades

## The challenge construction and trades businesses face Builders, contractors, tradespeople and construction firms handle a steady flow of enquiries, quotes, job records, supplier invoices and client updates — often across a mix of emails, paper forms and spreadsheets that don't connect. Quote information gets re-entered as a job record. Cash is tracked in a separate file. Performance against targets is rarely visible until the end of the month. When a job runs long or a key contact leaves, the coordination cost arrives immediately. ## How Hub helps **Hub Forms** captures structured enquiry and job information directly into workspace records. Use the AI form builder to create quote request forms, client intake questionnaires and scored assessments that route enquiries to the right team or service type. Booking flows handle site visit scheduling and deposits in a single customer journey — no re-keying, no lost requests. **Hub Core Platform** gives your team custom objects shaped around your own process — jobs, quotes, clients, subcontractors, site visits, or however your business tracks its pipeline. Dashboards and activity history give everyone a clear starting point without rebuilding context from scratch each week. **Hub Finance** keeps project cash flow visible. Build operating plans by period, import bank statements, apply transaction rules and reconcile balances against the bank. Cash forecasts show where balances are heading based on committed inflows and outflows — useful when materials, labour and client payments rarely land in the same week. **Hub Goals & KPIs** connects job volume, revenue and margin targets to live workspace data. Define the measures that matter to your business — jobs completed, average job value, quote conversion — use pacing views to see whether results are on track, and give leadership a reliable basis for monthly reviews. **Hub Agents** can answer common client questions through a branded website chat widget, grounded in the service and pricing information you choose to make available. Operations Agents handle structured tasks — record triage, classification and updates — with human approval before any changes are applied. **Hub Marketing** lets you build reusable audience segments from your client and contact records and coordinate email and social content around seasonal demand, new services and follow-up campaigns. **Hub Sites** lets you publish a branded client-facing presence and secure portals where clients can access their job records and updates — reducing back-and-forth over status and documentation. ## The practical benefit Job records, client communications, financial plans and performance targets sit in the same workspace. Your team spends less time chasing information across inboxes and spreadsheets and more time completing the work clients are waiting for.

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