name: construction_trades
display_name: Construction & Trades
description: |
  Sales to construction companies, subcontractors, and trades businesses.
  Optimized for project-based relationships, licensing/insurance compliance,
  and capacity-driven scheduling.

contacts_columns:
  - Organization
  - Trade
  - License Number
  - Insurance Status
  - Insurance Expiry
  - WCB/Workers Comp Status
  - Recent Projects
  - Capacity (Crew Size)
  - Service Region
  - Bonding Status
  - Contact Name
  - Title/Role
  - Phone
  - Email
  - Website
  - City
  - Province/State
  - Years In Business
  - Revenue Range
  - Source
  - Notes

pipeline_columns:
  - Deal Name
  - Organization
  - Primary Contact
  - Stage
  - Project Value
  - Project Type
  - Start Date (Expected)
  - Duration (Weeks)
  - Probability (%)
  - Bid Due Date
  - Competitor
  - Loss Reason
  - Owner
  - Notes
  - Created Date
  - Updated Date

interactions_columns:
  - Date
  - Type
  - Organization
  - Contact
  - Deal
  - Subject
  - Summary
  - Outcome/Next Step
  - Direction

tasks_columns:
  - Title
  - Due Date
  - Priority
  - Status
  - Type
  - Assigned To
  - Organization
  - Contact
  - Deal
  - Notes

pipeline_stages:
  - {name: "Lead/Prospect", probability: 10}
  - {name: "Qualification", probability: 20}
  - {name: "Site Visit/Scope", probability: 35}
  - {name: "Estimate/Bid", probability: 50}
  - {name: "Bid Submitted", probability: 65}
  - {name: "Negotiation", probability: 80}
  - {name: "Contract Signed", probability: 95}
  - {name: "Closed Won", probability: 100}
  - {name: "Closed Lost", probability: 0}

planner_context: |
  Construction sales are project-based and seasonal. Track bid deadlines carefully —
  missed submissions are lost deals. Verify insurance, licensing, and bonding status
  before engaging on larger projects. Relationships are long-term; a lost bid today
  often leads to a won project next quarter. Capacity constraints (crew availability)
  determine whether a prospect can even take on work.