CRE Transaction Management Template

Managing contractors efficiently across multiple projects can be overwhelming without the right system in place. Whether you’re in construction, marketing, event management, or any service-based business that works with contractors or freelancers, having a clear overview of who’s doing what, by when, and for how much is key to delivering successful outcomes. That’s where Stackby’s Contractor Tracker Template steps in—a comprehensive, no-code solution to organize your project timelines, contractor assignments, and budget tracking effortlessly in one collaborative workspace. Key Features of the Contractor Tracker Template Contractor AssignmentsEasily assign contractors to specific tasks or projects. With predefined columns for contractor name, contact details, skills, project roles, and availability status, you’ll never lose track of who is working on what. Project Timeline ManagementPlan and monitor project milestones using date columns and conditional formatting to visualize deadlines. Gantt-style views make it easy to keep project managers, clients, and contractors on the same page. Budget TrackingAdd budget estimates, approved amounts, and actual spend against each contractor or task. You can even calculate differences between projected and actual budgets using Stackby’s built-in formulas. Custom Views for Better ClaritySwitch between multiple views like Kanban by status, Calendar by due dates, or Grid for quick overviews. Filter, sort, and group your data the way you want it—no coding required. Real-time CollaborationCollaborate with your internal team or external contractors in real time. Tag team members, add comments, or attach documents directly to each row for seamless communication and version control. Automations and AlertsSet reminders, create Slack alerts, or automate follow-ups based on due dates and project status using Stackby’s automation features. Say goodbye to missed deadlines and last-minute surprises. Customizable FieldsTailor the template to fit your business—add columns for contract types, payment terms, delivery files, or any other data relevant to your workflow. Benefits You’ll Love Streamlined Operations: Eliminate scattered spreadsheets, missed updates, and multiple email threads by centralizing everything in one live platform. Clear Visibility: With structured data views, you get clarity on contractor progress, payments, and performance—perfect for reporting and forecasting. Time Savings: Spend less time managing logistics and more time focusing on execution. Automate repetitive updates and reduce administrative overhead. Improved Accountability: Everyone knows their role and deadline, improving productivity and reducing back-and-forth communication. Budget Control: Get complete oversight on what’s been spent and what’s pending, enabling tighter cost management. Who Is It For? Construction CompaniesMonitor subcontractor progress, material timelines, and costs efficiently. Creative AgenciesTrack multiple freelancers across different client campaigns, including timelines and deliverables. Event PlannersAssign responsibilities to vendors, manage event timelines, and stay on top of budgets. Tech Teams & Product ManagersManage external developers or consultants by tracking sprint timelines and delivery milestones. Startups & Small BusinessesOrganize external workforce tasks, agreements, and payment cycles without relying on expensive tools. How to Get Started Simply copy the template to your Stackby workspace and start customizing it with your own contractor data. You can integrate it with popular services like Google Calendar for scheduling, Slack for team communication, and Google Sheets for additional reporting. No prior tech skills required. Stackby’s Contractor Tracker Template is the easiest way to gain control of your contractor operations—whether you’re managing one project or many. Designed for flexibility, it grows with your business and simplifies day-to-day tracking so you can focus on delivering high-quality results. Start tracking smarter today — for free.

Are you tired of juggling multiple spreadsheets and documents to manage your real estate listings, agents, and companies? Looking for a streamlined solution that can help you stay organized and efficient? Look no further! Introducing Stackby's Real Estate Listings Management Template - the ultimate tool designed to simplify your real estate asset management operations. With its user-friendly interface and powerful features, this template is your ticket to seamless listings management, ensuring you never miss a potential deal. Say goodbye to the hassle and confusion, and say hello to a new level of productivity in your real estate business. Let's explore more details about this robust real estate CRM and asset management tool in the forthcoming sections: What is a CRM in Real Estate? A CRM system in real estate is a software tool or platform that helps professionals in the industry effectively manage their relationships with clients, leads, and other stakeholders. It serves as a central hub for storing and organizing critical information, facilitating communication, and streamlining various real estate processes. What is Real Estate Asset Management? Real estate asset management refers to the strategic management and oversight of properties or assets to maximize their value and achieve investment objectives. It involves acquiring, leasing, maintaining, and optimizing real estate assets to generate income, mitigate risks, and ensure long-term profitability. Digging into Details About Stackby's Real Estate CRM Template . Stackby's Real Estate Listings Management Template is an all-in-one solution that simplifies the real estate management process. It allows you to store and manage all your real estate listings, agents, and companies in one place, ensuring seamless collaboration and communication between stakeholders. With this template, you can customize fields, set up workflows, automate tasks, and visualize data in an easy-to-understand format. Who is This Real Estate CRM Template for? This Real Estate CRM or Asset Management Template by Stackby is designed for real estate agents, brokers, agencies, and property managers who want to effectively organize and manage their real estate listings, agents, and associated information. Why Do You Need Stackby's Real Estate CRM Template? Efficiently manage all your real estate listings, agents, and associated companies in one centralized platform. Streamline your workflow, enhance collaboration, and improve productivity. Showcase your properties to stakeholders and ensure effective marketing and lead generation. Gain valuable insights into your business performance, agent productivity, and market trends. Make informed decisions based on real-time data and analytics. Save time and effort by automating repetitive tasks. Stay updated on property details, pricing, availability, and status. How to Use This Real Estate Listings Management Template? Sign up for Stackby, login, and click "Use Template" to create a new stack. Now, you can customize the template according to your needs by adding or removing columns and rearranging them as desired. How to Customize Our Real Estate Listings Management Template? Below, we have listed some of the best ways in which you can tailor this real estate asset management tool to fit your specific requirements: Add or remove tables using the "Add or Import Table" button. Customize table fields by adding or deleting fields and modifying field names and types. Add or remove columns to match the data you want to track. Create filters and views to simplify data retrieval. Tables Included in Our Real Estate Listings Management Template. Listings: This table allows you to manage and track your real estate listings. It typically includes columns for property details such as photos, price, status (active, sold, etc.), listing agent, and other relevant information. Agents: Through this table, you can keep track of your real estate agents or brokers. It includes columns for agent names, contact information, specialization areas, and any other details specific to your agent management needs. Company: The Company table lets you store your real estate company or agency information. It may include columns for the company name, address, contact details, website, team members, and other pertinent information related to your business. It is important to note that while these tables are already included in the template, you can add or import them based on your unique requirements. Stackby provides a fully customizable platform, allowing you to adapt the template to suit your needs and expand your real estate management capabilities. Also, you can create links between the tables by utilizing the Link Column Type and setting the appropriate references. This linkage allows you to seamlessly access and retrieve related information across different tables. For example, you can easily view the listings associated with a specific agent or access the company details for an agent in the Agents table. Ready to Revolutionize Your Real Estate Management? With Stackby's Real Estate CRM Template, you have the ultimate solution to organize and optimize your real estate operations. This highly effective asset management template empowers you to manage your listings, agents, and companies efficiently. Don't miss the opportunity to streamline your workflow, enhance collaboration, and showcase your properties to the right stakeholders. Sign up for Stackby today and experience the game-changing benefits of our Real Estate Listings Management Template!Check Out More Related Templates : Construction Project Management Real Estate CRM Lease Tracker 

Managing your real-estate properties can be a task with so many moving details. Use this purpose built template to manage all your properties with details - like amenities, pricing, images and more. Expand this into a lightweight CRM or a digital asset manager for your real-estate business.  Watch how you can create custom real estate listing sheets in bulk using the Page Designer app. Check Out More Related Templates : Construction Project Management Real Estate CRM Lease Tracker 

A well-structured homepage is essential for any club to keep members informed, organize events, and streamline communication. Whether you manage a sports club, student organization, or professional network, a Club Homepage Template helps you centralize important details in one place. With Stackby’s Club Homepage Template, you can easily create, manage, and update a club homepage to showcase upcoming events, member lists, announcements, and more—all within a flexible and user-friendly system. Why Use a Club Homepage Template? Managing a club manually can be challenging, especially when handling multiple members, events, and activities. A Club Homepage Template simplifies operations by allowing clubs to: Maintain an up-to-date member directory. Organize and track events seamlessly. Share important announcements and updates. Streamline communication among members. Enhance engagement with a structured and interactive homepage. How This Template Works in Stackby Stackby combines the simplicity of spreadsheets with the power of databases, enabling clubs to create a dynamic homepage that is easy to update and manage. Key Tables in the Club Homepage Template Members Table – Maintain a list of all club members, including their roles and contact details. Events Table – Track upcoming, ongoing, and past club events. Announcements Table – Publish important updates, notices, or reminders for club members. Gallery Table – Store images from past events and activities for easy access. Each table is customizable, ensuring that clubs can modify fields based on their specific needs. Key Features & Benefits Effortless Member Management Keep an organized database of all members with contact information. Categorize members based on roles (e.g., admin, organizer, participant). Streamlined Event Planning Schedule and manage events with structured tracking. Assign event responsibilities to club members. Effective Communication & Announcements Post important updates and reminders in a dedicated announcements section. Notify members of changes or upcoming deadlines. Image & Media Storage Store and display images in the Gallery Table to showcase club activities. Keep a record of past events with photos for easy access and sharing. Customizable & Automated Updates Personalize tables and views to match your club’s specific needs. Set up automated reminders for events and announcements. Who Can Use This Template? The Club Homepage Template is perfect for: Student Organizations – Manage student clubs, track members, and organize campus events. Sports Clubs – Keep a structured record of team members, game schedules, and training sessions. Professional Groups – Maintain a professional network, schedule meetings, and share industry updates. Hobbyist & Social Clubs – Organize social meetups, document activities, and stay connected with members. Getting Started with the Template Add the Club Homepage Template to Stackby – Import the template to your workspace. Customize Tables & Fields – Modify member details, event tracking, and announcements as needed. Input Club Data – Add members, upcoming events, and announcements. Update & Maintain – Keep the homepage updated with the latest club activities and news. Automate Notifications – Set up alerts for event reminders and important club updates.

Keeping and managing a manual timesheet is a very tedious task. This is where the Employee Timesheet template comes into play. This template can be used to automatically record the amount of time a particular employee or worker has spent working on a particular day. What is an Employee Timesheet Template? An Employee Timesheet Template is an easy way to record the amount of time a particular employee has worked on a particular day. Businesses and companies use Employee Timesheet Templates to keep track of how long a particular spent on a specific project, role, or task. Businesses and companies also use free employee timesheets to make sure employees meet deadlines and complete tasks on time. Why do you need an Employee Timesheet Template? The employers can use an Employee Timesheet Template to calculate the amount of remuneration to be paid to the employees based on the number of hours and days worked. This template also provides insights into the length of time required to complete each task as well. With this information, managers can then allocate resources accordingly to ensure all the tasks are completed on time, without delays. Employee timesheets are also useful to know when there is a duplication of work and identify where time is wasted with unnecessary tasks. The Employee Timesheet template helps businesses and companies to manage their resources and workforce more efficiently. Who is this template for? Since this template has many uses, it is being used in various forms of businesses and companies for resources and workforce management according to their specific needs and preference. Any company that has a significant workforce can use this template. How will Stackby’s Employee Timesheet Template help you? Our Employee Timesheet is one of the easiest templates you will find to use and manage. On our template, you will find the employee name in the first column; the second column would have the exact time the employee started working, with the exact time and date. In the next column, you would find the time the employee stopped working, again in the same format, with the time and date.  Our template would automatically calculate the number of hours worked and automatically calculate the total amount of salary they have earned for that day using the rate per hour column and provide you with the exact amount. Since the entire process is completely automated, it saves a lot of time for the business or the company. You also get the option to filter and keep only specific columns as per your need or requirement. Our template also has the second window where you can get additional details about your employees, their names, their photo for identification, email address and phone number in case you would need to contact them, their particular rate per hour, amount they have earned, etc. You Will Also Find These Templates Useful: Employee DirectoryEmployee Training Plan Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management  

A contractor needs to track the employees' work to guarantee that the employees are putting in their maximum effort in the ongoing project. The Stackby Contractor Time Tracker Template is the right tool for this purpose as it allows you to record the essential details of the working team. How is Stackby’s Contractor Time Tracker Template useful? This template comes with a built-in time tracker that saves the contractor time and effort in constantly updating the employee's schedules.  The template also allows the contractor to take detailed notes regarding the job being performed and its nature. The time tracker template helps the contractor meet deadlines by helping him track the status of the task at hand and its dates of commencement and submission. It helps the contractor avoid confusion regarding the hourly/ weekly/ monthly wage of the employees. This Stackby template provides the provision to record employee contacts and communication details that improve communication between them and the employer.  The list of clients, their requested jobs, and the employees working on the task can also be maintained with the help of this template. This improves the work quality since a certain group of workers only needs to focus on one task.  The contractor time tracker template can be updated as and when required, simplifying the contractor's work.  Who will find this template useful? This is mostly beneficial for firms that accept commission on contract work for a certain period. This template can also prove useful for companies that work on big contract projects usually related to building and installing.Check Out More Related Templates : Construction Project Management Real Estate CRM Lease Tracker

Managing multiple apartment listings, tenant details, and property features can be a daunting task, especially if you're juggling numerous properties. Stackby’s Apartments Catalog Template is designed to simplify your property management process, providing a centralized and organized way to keep track of all your apartments. Whether you’re a property manager, a real estate agent, or a landlord, this template will help you manage your listings efficiently and effectively. Why Use the Apartments Catalog Template? Centralize Your Listings No more scattered spreadsheets or misplaced notes. With Stackby’s apartment rental template, you can centralize all your apartment listings in one place. This makes it easy to access, update, and manage all your property information, ensuring you always have the latest details at your fingertips. Streamline Tenant Management Managing tenant information is crucial for smooth property operations. This real estate catalog template allows you to keep detailed records of all tenants, including contact information, lease dates, and payment history. By having all this information organized, you can ensure timely communications and efficient management. Showcase Property Features Each apartment has unique features that attract potential tenants. Stackby’s template helps you document and showcase these features, from the number of bedrooms and bathrooms to amenities like parking, gym access, and pet policies. This detailed catalog manager helps you highlight the best aspects of each property. Easy Customization Every property management business has its unique needs. Stackby’s template is fully customizable, allowing you to tailor it to fit your specific requirements. Add custom fields, adjust layouts, and organize data in a way that works best for your business. This flexibility ensures that the template evolves with your needs. Who Can Benefit from This Template? Property Managers Property managers overseeing multiple properties can use this template to keep track of all their apartment listings, tenant details, and property features in one organized place. This makes managing properties more efficient and less stressful. Real Estate Agents Real estate agents can use this template to manage their listings, track potential buyers or renters, and showcase property features to clients. Having all the information organized and easily accessible helps agents provide better service and close deals faster. Landlords Individual landlords managing their properties can benefit from this template by keeping detailed records of their apartments and tenants. This helps ensure that all lease agreements, tenant communications, and property maintenance tasks are well-organized. Leasing Offices Leasing offices handling large apartment complexes can use this template to manage all their units, keep track of vacancies, and maintain detailed tenant records. This helps streamline the leasing process and improve tenant satisfaction. Benefits of Using Stackby’s Apartments Catalog Template Improved Organization With all your apartment listings and tenant information centralized and organized, you can manage your properties more efficiently. This template helps you stay on top of all the details, ensuring nothing falls through the cracks. Enhanced Property Management By keeping detailed records of each apartment’s features and tenant information, you can provide better management and service. This helps attract and retain tenants, ensuring higher occupancy rates and better tenant satisfaction. Increased Efficiency Stackby’s template streamlines your property management tasks, allowing you to focus on more important activities like tenant relations and property maintenance. This increased efficiency can lead to improved property operations and better business outcomes. Easy Access and Updates Having all your property and tenant information in one place makes it easy to access and update. This ensures that you always have the latest information on hand, helping you make informed decisions and respond to tenant needs promptly. Customizable to Your Needs Every property management business is unique, and Stackby’s template is designed to be fully customizable. Add the fields and information that are most important to you, ensuring that the template fits your specific needs and evolves with your business. Managing multiple apartment listings and tenant details doesn’t have to be overwhelming. Stackby’s Apartments Catalog Template provides the tools you need to stay organized, streamline your property management tasks, and enhance tenant satisfaction. Whether you’re a property manager, real estate agent, landlord, or part of a leasing office, this template will help you manage your properties more effectively and efficiently. Start using Stackby’s Apartments Catalog Template today and take your property management to the next level!

In the commercial real estate (CRE) industry, managing property site visits efficiently is crucial for brokers, investors, and property managers. Keeping track of multiple site visits, associated contacts, feedback, and follow-ups can become overwhelming when done manually. The CRE Site Visit Tracker Template in Stackby offers a structured and automated approach to tracking site visits, ensuring that no detail is overlooked. Why Use the CRE Site Visit Tracker Template? When managing multiple properties and site visits, maintaining an organized record of visit schedules, client details, feedback, and next steps is essential. This CRE Site Visit Tracker Template helps: Centralize site visit data in a single, accessible platform. Schedule and track visits efficiently. Store client and broker information for easy follow-ups. Log feedback and next steps to streamline deal management. Automate reminders for upcoming visits or follow-up actions. Whether you're a real estate agent, property developer, or CRE investor, this template ensures that all visit-related information is structured and readily available. How This Template Works in Stackby Stackby combines spreadsheet flexibility with database power, making it the perfect tool for commercial real estate professionals. This template is designed to help users manage site visits effortlessly through structured tables that organize data efficiently. Key Tables in the CRE Site Visit Tracker Template Site Visits Table – Log and track details of all site visits, including property name, date, time, and assigned agent. Client & Contact Details Table – Store relevant client and broker information, ensuring seamless follow-ups. Feedback & Next Steps Table – Document feedback from site visits and outline next steps for potential deals. Each table is fully customizable, allowing users to tailor fields based on their specific requirements. Key Features & Benefits 1. Organize Site Visits Efficiently Maintain a structured log of all scheduled and completed site visits. Track key details such as property name, visit date, client, and agent assigned. Use Stackby’s calendar view to get a clear overview of upcoming visits. 2. Manage Client & Broker Information Store client details, contact information, and meeting history. Link client records to specific site visits for easy reference. Keep track of brokers, agents, and other key stakeholders involved in visits. 3. Capture Feedback & Next Steps Log detailed feedback from site visits to assess property appeal. Assign next steps, such as follow-up meetings or document requests. Use status tags to track whether a deal is progressing or requires further action. 4. Automate Follow-ups & Notifications Set up automated reminders for follow-ups with clients. Receive notifications for upcoming site visits, ensuring timely management. Integrate with email or Slack to streamline communication. Who Can Use This Template? This template is ideal for: Real Estate Brokers & Agents – Keep track of multiple site visits and manage client relationships effectively. Commercial Property Managers – Organize property inspections and record essential visit details. CRE Investors & Developers – Monitor potential investment properties and track site visit evaluations. Leasing & Sales Teams – Streamline the leasing or selling process by tracking customer interest and follow-up actions. How to Get Started with This Template Add the CRE Site Visit Tracker Template to your Stackby workspace. Customize fields to fit your tracking needs, such as property type, visit purpose, or follow-up deadlines. Schedule site visits and assign them to relevant agents. Record client and broker details for seamless communication. Log feedback and next steps to streamline deal progression. Set up automation to receive alerts for upcoming site visits and follow-ups.