Community & Co-working Templates

What is a construction ERP template? A construction ERP links projects, estimates, budgets, subcontractors, materials, equipment and billing so cost and progress are tracked together. Stackby's Construction ERP template gives contractors construction project tracking and a job costing template in one stack: every cost entry, purchase order and change order rolls up to its project. It is a lighter option than packaged construction ERP software. Who should use this contractor ERP? General contractors, specialty and trade contractors, civil and infrastructure firms, and real estate developers. It suits project managers and owners who need subcontractor management and cost control but do not need every module of enterprise construction management software. Template Features:Title:Project & Phase SchedulingDesc:Plan phases, tasks and milestones on Timeline views, with owners and percent complete for every project. Title:Estimates & BudgetsDesc:Build estimates by cost code and carry them forward as the project budget. Title:Job CostingDesc:Log labor, material, equipment and subcontract costs by cost code and compare them with budget as work progresses. Title:Subcontractor ManagementDesc:Track subcontracts, insurance documents, work completed and payments for every trade on the job. Title:Change Orders & Progress BillingDesc:Approve change orders, update contract value and bill clients by milestone from the same records. Key features of the Stackby Construction ERP template Project and phase tracking: Plan phases, tasks and milestones on timeline views with owners and percent complete. Estimates and budgets: Build an estimate by cost code and carry it forward as the project budget. Job costing by cost code: Log labor, material, equipment and subcontract costs and compare them with budget. Subcontractor management: Track subcontracts, insurance documents, work completed and payments. Material and equipment requests: Site teams request materials through a form, and approved requests become purchase orders. Change orders and progress billing: Approve change orders, update contract value and bill the client by stage. How to set up your construction ERP Copy the template and add projects, clients and cost codes. Enter budgets and import subcontractors and suppliers. Share daily log and material request forms with site teams. Set approval automations for purchase orders and change orders, then review the cost dashboard weekly. Related templates Construction Project Management template Construction CRM Construction Change Order Form Punch List template Contractor Tracker Material Requisition Form Home Builders ERP template 

What is a customer portal for agencies? A customer portal for agencies is a shared workspace where customers follow campaigns, review deliverables, approve work and raise requests. Stackby's template is an agency client portal with tables for customers, retainers, projects, deliverables, requests and reports. Each customer gets an agency client dashboard that shows only their work, and your team runs every account from the same stack. Who should use this agency client portal? Marketing, creative, content, SEO, paid media and web agencies that manage several retainers at once. It suits account managers who need a client approval workflow that leaves a record, and a client reporting portal customers can open without waiting for a monthly deck. Template Features:Title:Per-Customer WorkspacesDesc:Give every customer a private view of their campaigns, deliverables and reports while your team manages all accounts in one stack. Title:Deliverable ApprovalsDesc:Let customers approve work or request changes on each deliverable, with the status change notifying the owner automatically. Title:Campaign TimelinesDesc:Plan launches, milestones and content dates on Timeline and Calendar views so customers always know what is coming next. Title:Brief & Request IntakeDesc:Customers submit briefs and change requests through forms that create a record under the right account and project. Title:Retainer Hours TrackingDesc:Log hours against each retainer and show customers the hours used and remaining for the month through rollups. Key features of the Stackby Customer Portal for Agencies Customer workspaces by account: Filtered views and permissions give each customer a private view of their projects and files. Deliverable review and approvals: Customers approve or request changes on each deliverable, and the status change notifies the owner. Campaign and project timelines: Plan launches and milestones on timeline and calendar views. Request intake forms: Customers submit briefs and change requests through forms that create a record for the right account. Performance reporting dashboard: Show campaign results with charts and summary boxes, and pull ad or analytics data through API connectors. Retainer and hours tracking: Log hours against each retainer and see used and remaining hours for the month. How to set up your agency customer portal Copy the template and add your customers and retainers. Add current projects and deliverables with owners and due dates. Create one shared view for each customer and set permissions. Share the request form and switch on approval notifications. Related templates Marketing Agency Client CRM Content Agency Manager template Advertising Agency Workflow Process template Campaign Performance Dashboard Project Request Form Content Calendar template Client Portal template