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.

There are 18 Blueprint Templates, each built and tested by Vendasta for one type of local business. Applying one sets up its AI Receptionist, CRM pipeline, follow-up campaigns, and review requests in one step. They're for agencies onboarding new clients, franchises and multi-location brands rolling one standard out to every location, and ISVs setting up their customers.

What are Blueprint Templates?

Blueprint Templates live in the Blueprint Templates tab at Partner Center → Accounts → 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 AI, CRM AI, and Conversations AI – Embedded (or another Inbox product with AI). Turn these on before applying the blueprint.

Browse by industry

Home services

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

Automotive services

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

Pet services

Blueprint	Best for
Pet grooming: Keep every pet on its grooming rhythm	Grooming businesses that want every pet back on schedule, track special needs, and chase vaccine records early.
Pet boarding: Keep every stay requested, prepared and reviewed	Boarding facilities that track pets, manage stays, and follow up with review requests.
Vet clinic: Answer every worried pet owner	Veterinary clinics that handle appointments, track patient records, and follow up with pet owners.

Professional services

Blueprint	Best for
Accounting: Answer every tax-season call	Accounting firms that handle tax season, bookkeeping, advisory services, and payroll.
Insurance: Reach every client before renewal	Insurance agencies that manage renewals, commercial accounts, group benefits, and life insurance sales.
Law firm: Answer every call while you're in court	Law firms that handle consultations, track matters and deadlines, and need careful intake without giving legal advice.

Other industries

Blueprint	Best for
Travel agency: Answer every trip inquiry, day or night	Travel advisors who manage bookings, corporate accounts, destination weddings, and cruise clients.
Beauty salon: Keep every chair booked	Salons that take color appointments, track client preferences and formulas, and want to keep chairs booked.
Nonprofit	Nonprofit organizations.

How to add and apply a Blueprint Template

1. Go to Partner Center → Accounts → 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. Click Add to my blueprints. The blueprint appears in your My blueprints tab.
5. Apply the blueprint to an individual account, multiple accounts, or a multi-location group. Make sure the required products are turned on first.
6. Add the business's details to the AI Receptionist and review the automations. Switch on the automations you want from the account's automations list.

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

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Automations from Blueprint Templates keep the state they had in the source account. For Vendasta templates, that means automations arrive as Draft (off). Review the automations included with each template, test them if needed, and switch on the ones you want from the account's automations list.

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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.

Related resources

• Blueprints overview — How blueprints work, versions, and rollout tracking
• Apply blueprint automation action — Apply a blueprint from inside an automation