CRE Transaction Management Template

If you think you can manage the whole construction project using post-it notes and a spreadsheet, you must look at the construction project management template from Stackby! What is a Construction Project Management Plan? A construction project management plan stores all the information related to a construction project. It enables you to gather all the requirements of the project in one place, list all relevant tasks, identify the necessary resources, and allocate the resources appropriately. You can refer to your construction project planning template whenever you need to know ‘what happens next’ in the project. Overview of Construction Project Management Template The construction project execution plan template is designed to help construction managers manage the different tasks, phases and assets of the construction project. It helps you visualize tasks by status and manage all the different teams working on the construction project together. It also includes a construction project calendar that helps in tracking the start date and end date of a task so that your project can stay on schedule. Who can take advantage of the construction project plan template ? Construction project plan templates can be incredibly valuable for a wide range of individuals and organisations involved in construction projects, regardless of their size or complexity. Here are some key groups who can benefit from using these templates: 1. General Contractors: Plan and manage all aspects of the project, from pre-construction to completion. Ensure everyone involved understands their roles and responsibilities. Track progress, identify potential issues, and make informed decisions. Improve communication and collaboration with stakeholders. 2. Project Managers: Organize and execute day-to-day project activities. Schedule tasks, allocate resources, and manage budgets. Monitor progress and identify potential risks. Communicate effectively with team members and stakeholders. 3. Subcontractors: Understand their specific scope of work and responsibilities. Plan their own work schedules and resource allocation. Effectively communicate with the general contractor and project manager. Ensure their work aligns with the overall project timeline and budget. 4. Architects and Engineers: Coordinate their design work with the construction schedule. Identify and address potential constructability issues early on. Participate in project planning meetings and provide technical expertise. 5. Homeowners and DIY Enthusiasts: Break down large projects into manageable tasks. Estimate material and labor costs. Stay organized and on track throughout the project. Avoid costly mistakes and delays.  How can Construction Project Planning Template Help You? 1. Track and manage all tasks Tasks table of our construction project management template helps you track and manage all the important tasks related to the project such as: Name of the task Status of the task (yet to start, done, work in progress, etc.) Category of the task (management, design, construction, etc.) Task manager (to which the task is assigned) Start date and end date of the task Budget of the task Assets related to the task and so on. 2. Track all the phases of the project  With this template, you can divide your construction project into different phases and assign different tasks to each phase. Then, you can keep track of how many tasks are there in each phase 3. Organize all assets of the project There are many documents related to a construction project like blueprint, exterior layout, inspection checklists, permit documents and more. With Stackby’s construction content calendar template, you can save all these documents in one place and associate them with the respective tasks in which these documents are required. You can also add notes related to these documents to help every team member understand the purpose of these documents. Who is this Template For? This template can be used by construction managers, civil engineers, architects, contractors, quality managers, site engineers and many other construction team members. Why do we Need a Construction Project Management Template? Initiation: When the idea is generated, and plans are made to do construction or renovation. Planning: Now, the plan is made, and the teams are informed. All the resources which are required are laid out, and the budget is prepared. Implementation: Now, the plan is executed, and the said budget is followed. Performance monitoring: After successfully implementing the project, the performance is analyzed and monitored for future use. Closing: If the project meets the set standards, then it is approved, or else changes are made if possible. How to Use the CPP Template by Using Stackby: While Stackby specifically doesn't provide a construction project plan template, it offers helpful features that can support your planning process: Tasks & Subtasks: Create hierarchical task lists with dependencies and due dates. Boards & Templates: Organize tasks visually using Kanban boards, and leverage existing templates for project phases. Collaboration: Share planning documents, discuss tasks, and receive feedback from stakeholders. Customizable Fields: Add project-specific fields like material costs, vendor details, or equipment rentals. Reporting & Analytics: Generate reports to track progress, identify roadblocks, and make informed decisions.  Start Managing Your Construction Projects Today! Copy our free construction project planning template in your Stackby Workspace and manage your construction projects instantly. Divide all the phases of your project and assign tasks for each phase Manage every task by adding it to the Tasks table Assign task managers for every task Allocate budget, start date and deadline for every task Add assets related to every task Explore the potential of a construction project management template and strealine your construction project operations. Other construction and Real Estate Templates to try: Real Estate Transaction Tracker Template Contractor Time Tracker Template Real Estate CRM Template

Streamline your real estate marketing efforts with this customizable database template. Organize campaigns and track performance.

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!

Managing real estate transactions, client relationships, and property listings can be overwhelming without a structured system. The Real Estate CRM Template in Stackby is designed to help realtors, brokers, and real estate agencies organize leads, track sales, and streamline communication with clients—all in one place. With this template, you can manage listings, follow up on leads, maintain client records, and track deals at different stages. Whether you're an independent agent or part of a larger real estate firm, this CRM will enhance your workflow, ensuring no opportunity slips through the cracks. Why Use This Template? A well-organized CRM is essential in real estate to handle multiple clients, properties, and deals simultaneously. This Real Estate CRM Template provides: A centralized hub for managing client data, property details, and sales pipelines. Automated tracking of lead statuses, interactions, and property showings. Customizable fields to fit the specific needs of real estate businesses. Collaboration tools to share data with your team and coordinate deals efficiently. How This Template Works in Stackby The Real Estate CRM Template is structured with key tables that cover all aspects of real estate business management. 1. Leads & Clients Store contact details, preferences, and interaction history of potential buyers and sellers. Categorize leads based on their stage in the buying or selling process. Assign follow-up tasks to team members and set reminders for client meetings. 2. Property Listings Maintain a database of available properties with images, descriptions, pricing, and locations. Track the status of each property—available, under contract, or sold. Link properties to client inquiries for efficient matchmaking. 3. Sales & Deals Pipeline Monitor active deals and categorize them into stages like "Inquiry," "Negotiation," and "Closed." Track commissions, closing dates, and sales progress. Identify high-value clients and prioritize deals based on potential revenue. 4. Communication & Follow-ups Log all communication with clients, including calls, emails, and meetings. Schedule follow-ups and automate reminders to stay on top of leads. Collaborate with team members to ensure smooth deal closures. Key Features & Benefits Automated Workflow: Set up automated reminders for follow-ups and meetings to ensure no lead is missed. Pipeline Tracking: Monitor every stage of your real estate deals, from prospecting to closing. Custom Views: Use Kanban, Table, or Calendar views to organize properties and client interactions efficiently. Integrations: Connect with third-party tools like Google Calendar, email services, and real estate listing platforms. Collaboration & Reporting: Share property details and sales reports with your team to improve decision-making. Real-World Use Cases Real Estate Agencies: Manage multiple agents, track listings, and improve team collaboration. Independent Realtors: Organize leads, follow-ups, and property details without juggling spreadsheets. Property Developers: Monitor sales progress and customer interactions for newly developed properties. Getting Started with the Template Add Leads & Clients: Start by entering client details, including contact information and preferences. Manage Listings: Upload property details, images, and pricing information to maintain a structured database. Track Deals: Use the sales pipeline table to track deals and monitor sales progress. Log Communication: Keep track of emails, meetings, and follow-ups with potential buyers and sellers. Optimize & Close More Deals: Regularly review lead conversions, improve sales strategies, and automate repetitive tasks.

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  

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 

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.

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