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Top use cases for Blueprint Templates

Blueprint Templates are ready-to-use account configurations built by Vendasta for common industries and workflows. Each one carries the Vendasta curated badge and includes AI employees, automations, CRM custom objects, pipelines, campaigns, and more — everything configured and ready to apply to a client account.

What are Blueprint Templates?​

Blueprint Templates live in the Blueprint Templates tab at Partner Center → Blueprints. You can filter them by industry (Home services, Automotive services, Personal services, Pet services) or by Outcome (Fill the calendar, Get found locally, Never miss a lead, Five star reputation, Speed to lead, Win back and repeat revenue).

To use a Blueprint Template, add it to your blueprints from the Blueprint Templates tab. It appears in your My blueprints tab and can be applied to any client account that has the required products turned on.

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Every Blueprint Template requires the same four products: Campaigns Pro, Reputation Management (Premium), CRM AI, and Conversations AI – Embedded (or another Inbox product with AI). Turn these on before applying the blueprint.

Browse by industry​

Home services​

BlueprintBest for
Roofing: Answer every leak and storm callRoofing contractors who handle emergency leaks, storm damage, and insurance claims.
HVAC: Answer every no-heat callHVAC contractors who respond to no-heat and no-cooling emergencies, offer maintenance agreements, and track equipment age.
Plumbing: Never miss an emergency callPlumbers who respond to burst pipes and flooding day or night, track water heaters, and follow up on estimates.
Electrical: Answer every call safelyElectricians who respond to emergencies, track maintenance agreements, and manage commercial and new construction projects.
Garage door: Answer every broken-spring call safelyGarage door companies that respond to broken springs, track commercial accounts, and offer maintenance agreements.
Home cleaning: Turn every first clean into a regularCleaning businesses that want to turn one-time jobs into recurring clients and track commercial accounts.
Remodeling: Follow every proposal through to signedRemodeling contractors who manage design projects, proposals, and insurance restoration work.

Automotive services​

BlueprintBest for
Auto repair: Bring every vehicle back on scheduleAuto repair shops that track customer vehicles, follow up on deferred work, and want to keep service schedules full.
Towing: Answer every stranded driver fastTowing businesses that respond to breakdowns, accidents, and roadside emergencies around the clock.

Personal services​

BlueprintBest for
Beauty salon: Keep every chair bookedSalons that take color appointments, track client preferences and formulas, and want to keep chairs booked.
Travel agency: Answer every trip inquiry, day or nightTravel advisors who manage bookings, corporate accounts, destination weddings, and cruise clients.
Law firm: Answer every call while you're in courtLaw firms that handle consultations, track matters and deadlines, and need careful intake without giving legal advice.
Accounting: Answer every tax-season callAccounting firms that handle tax season, bookkeeping, advisory services, and payroll.
Insurance: Reach every client before renewalInsurance agencies that manage renewals, commercial accounts, group benefits, and life insurance sales.

Pet services​

BlueprintBest for
Pet grooming: Keep every pet on its grooming rhythmGrooming businesses that want every pet back on schedule, track special needs, and chase vaccine records early.
Pet boarding: Keep every stay requested, prepared and reviewedBoarding facilities that track pets, manage stays, and follow up with review requests.
Vet clinic: Answer every worried pet ownerVeterinary clinics that handle appointments, track patient records, and follow up with pet owners.

How to add and apply a Blueprint Template​

  1. Go to Partner Center → Blueprints → Blueprint Templates.
  2. Use the filters on the left to browse by industry or Outcome tag.
  3. Click View details on a Blueprint Template to see what's included.
  4. Add it to your blueprints. The blueprint appears in your My blueprints tab.
  5. Apply the blueprint to a client account. Make sure the required products are turned on first.

For step-by-step instructions, see Create a blueprint and Apply a blueprint.

Automations arrive as drafts so the client can turn on the ones they want live. Campaigns are also delivered as drafts and editable templates.

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Most Blueprint Templates add 3 CRM custom objects. Each account can have up to 3 custom objects total. If applying a blueprint would push an account past the limit, the application fails for that account with a clear error. Remove one custom object from the account before retrying.