Industry packs and service-business websites

An industry pack sets OSERP up for how your trade runs projects. A service-business website template gives you a site with a Client login that opens the project portal. Applying the template applies the matching pack and switches the portal on.

Pack	Project types	Website template
Interior design and fit-out	Interior design and fit-out	Studio
Building and contracting	Contracting (item rate / RA bills), Construction / EPC	Build
Consulting and professional services	Consulting / professional services	Consult

What a pack adds

For each project type in the pack:

• The project type, if your organisation does not have it yet, with how it measures progress and bills (for example milestones for fit-out, running-account bills with 5% retention for contracting).
• Document wording for that trade. A fit-out project files mood boards, drawings, material selections, snag lists and handover packs. A contract files work orders, measurement sheets and RA bills.
• Suggested work plans in the project's Structure tab. Fit-out gets Concept, Design development, Approvals and procurement, Fit-out and Handover, with the client's sign-offs marked.
• An agreement to start from. Revision 1 of a new project's agreement starts with the trade's usual scope lines, exclusions, allowances, terms and a payment schedule that already adds up to 100%:
  • fit-out: 30% advance, then design, first fix, finishes and handover
  • contracting: 10% mobilisation advance, 85% on running-account bills with 5% retention, 5% at handover
  • consulting: 20% on signing, then by deliverable

Applying a pack only adds. Missing project types are created, and a type with no agreement template gets one. Nothing you have set is changed: your own types, wording and templates stay as they are. Applying the same pack twice changes nothing.

The agreement wording is a starting point, not legal advice. The scope lines arrive unpriced, so an agreement cannot be issued until you price it. Review the terms and have them checked before you issue them to a client.

What the website looks like

The Studio, Build and Consult templates draw a company website, not a shop. There is no search box, cart or offer bar.

• Header: your logo (or name), the menu (Services, How we work, Questions, Contact), Client login and a Start a project button. Signed-in clients see My projects instead. On a phone the menu folds into a button.
• Homepage: a full-width opening with your headline, the three ways you work, your services, your approach, the steps of a project, questions clients ask, and your contact details from the company record.
• Footer: a closing "Have a project in mind?" band, your contact details and links, and the legal line.
• Look per trade: Studio uses a serif and warm bronze, Build navy and safety orange, Consult deep blue and teal.

Until you add photographs, the opening and the approach panel show a line drawing in your colours. Each template has its own: a building for Build, interior arches for Studio, a chart for Consult. Upload a picture for the section (or make one in Ecommerce > Site Images) and it replaces the drawing.

The sign-in page on these sites is Client login: there is no "create an account", because clients are invited to their project.

Apply a pack from Projects

1. Open Projects and choose Industry packs.
2. Read what each pack adds, and choose Apply on yours (needs Projects: manage).
3. The status bar says which project types were added and which got an agreement template. The pack then shows Applied.

Apply a website template

1. Open Ecommerce > Storefront Content & Theme (templates) for your store.
2. Choose Studio, Build or Consult. A business website works best as a store in Site mode (no cart or prices). The templates also work for a store in Shop mode.
3. Tick Replace the homepage to get the template's homepage, and Use the template's colours if you want its palette.
4. Apply it.

What happens:

• The site gets a homepage for a service business: what you do, how working with you goes, questions clients ask, and your contact details from the company record. It has no product catalogue and no prices.
• The menu and footer get Client login, Terms of engagement, Privacy policy and Contact, and the two policy pages are created for you to edit.
• The client project portal is switched on for the store, if it was off.
• The matching industry pack is applied, as above.

The homepage text is generic copy describing your firm's services and process; edit every line to describe your own business. There are no sample testimonials: invented reviews would be published as if they were real. Add your own photographs, or use Ecommerce > Site Images to generate them.

Change log

Release	Change
Portal phase 5	Industry packs (interior fit-out, building and contracting, consulting) with project types, document wording, work plans and agreement templates; Studio, Build and Consult website templates that switch on the client portal