Home Builders ERP Template Template

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 property management template? A property management template is a database for tracking properties, units, tenants, leases, rent and maintenance in one place. Stackby's Property Management template links each unit to its tenant, lease, payments and work orders, so rental property management does not depend on separate spreadsheets. It covers lease tracking, a rent tracker and tenant management without the monthly cost of property management software. Who should use this rental property tracker? Independent landlords, small property management companies, HOAs and real estate investors with residential or commercial units. It is a practical landlord template for anyone managing from a few units to a few hundred who needs to see vacancies, renewals and overdue rent quickly.Template Features:Title:Property & Unit DatabaseDesc:Record address, type, size, rent and occupancy status for every unit, with photos in a Gallery view. Title:Tenant & Lease RecordsDesc:Link tenants to leases with start and end dates, deposits and signed documents attached. Title:Rent Collection TrackingDesc:Log every payment against its lease, and flag late or partial payments with formulas. Title:Maintenance RequestsDesc:Tenants submit issues with photos through a form, and each request is assigned to a vendor and tracked to completion Title:Lease Renewal RemindersDesc:Get an automatic reminder a set number of days before each lease ends, so no renewal is missed. Key features of the Stackby Property Management template Properties and units database: Record address, type, size, rent and occupancy status for every unit, with photos. Tenant and lease records: Link tenants to leases with start and end dates, deposit and documents. Rent collection tracking: Log each payment against a lease and flag late or partial payments with formulas. Maintenance request forms: Tenants submit issues with photos, and requests are assigned to a vendor and tracked to completion. Lease renewal reminders: An automation notifies you a set number of days before a lease ends. Portfolio dashboard: See occupancy, rent collected, rent outstanding and maintenance cost by property. How to set up property management in Stackby Copy the template and add your properties and units. Add tenants and leases and link each lease to a unit. Record rent payments, or import past payments from a spreadsheet. Share the maintenance form with tenants and turn on renewal reminders. Related templates Lease Tracker template Rent Payment History template Rental Application Form Real Estate CRM Maintenance Work Order Form Facilities Management template Vendor Portal template  

Free CRE Transaction Management for Real Estate  Commercial Real Estate (CRE) Transaction Management refers to the process of overseeing and facilitating various aspects of commercial real estate transactions. This includes the buying, selling, leasing, or financing of commercial properties such as office buildings, retail spaces, industrial facilities, and multi-family residential buildings. What if we say that now you can manage your CRE transactions with a simply customizable template? Stackby's CRE Transaction Management Template is a sophisticated and adaptable tool designed to streamline the management of commercial real estate transactions. With its user-friendly interface and customizable features, this template offers a seamless solution for professionals in the real estate industry to efficiently organize, track, and analyze transactions. Stackby's Dashboards can help teams visualize transaction metrics, performance data, and key real estate insights in one place.  A structured real estate transaction management workflow can help teams organize property details, transaction stages, documents, and key deadlines in one place.  Key Features of Stackby's CRE Transaction Management Template Customizable Interface The template provides a highly customizable interface that allows users to tailor the layout and structure according to their specific requirements. Whether it's adding new columns, adjusting filters, or modifying views, users have the flexibility to personalize the template to suit their workflow. Stackby's Custom Fields make it easier to capture transaction-specific information and adapt the database to different workflows.  Centralized Data Management With Stackby's CRE Transaction Management Template, all transaction-related information is centralized in one location. Users can input details such as property information, transaction dates, parties involved, financial data, and more, ensuring that critical data is easily accessible and well-organized. For tracking property-related site visits and follow-ups, teams can also use the CRE Site Visit Tracker Template.  File Upload Functionality The template includes columns for images and site plans, enabling users to upload relevant files directly into the template. This feature eliminates the need for storing files separately or navigating through multiple folders, ensuring that all essential documents are conveniently stored within the transaction record. Advanced Filtering and Sorting To facilitate efficient data analysis and retrieval, the template offers a range of filtering and sorting options. Users can apply filters based on various criteria such as property type, transaction status, location, and more, allowing them to quickly locate specific transactions or generate customized reports. Collaborative Workspace Stackby's template supports collaboration among team members by providing a shared workspace where multiple users can collaborate in real-time. This feature enhances communication, fosters teamwork, and ensures that everyone involved in the transaction process remains aligned and up-to-date. Integration Capabilities The template seamlessly integrates with other tools and platforms commonly used in the real estate industry, such as CRM systems, accounting software, and communication tools. This integration capability enhances efficiency by eliminating the need for manual data entry and enabling seamless data transfer between different systems. Comprehensive Analytics Stackby's CRE Transaction Management Template offers robust analytics capabilities, allowing users to gain valuable insights into their transaction data. By leveraging features such as charts, graphs, and pivot tables, users can identify trends, track performance metrics, and make data-driven decisions to optimize their real estate transactions. For a broader approach to property deal management, see Stackby's guide to real estate deal management.  Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Property & Listing ManagementDesc:Track every property, deal, or client engagement with structured fields for price, status, address, agent, and key dates. Title:Lead & Client CRMDesc:Store contact details, communication history, and property preferences for every buyer and seller in linked relational tables. Title:Deal Pipeline & Stage TrackingDesc:Move listings through pipeline stages (Prospecting ? Under Contract ? Closed) using Kanban view for an at-a-glance status overview. Title:Document & Contract LinkingDesc:Attach listing agreements, inspection reports, and closing documents directly to property records for instant retrieval. Advantages of Using Stackby's CRE Transaction Management Template Efficiency By centralizing transaction data and streamlining workflows, Stackby's template improves efficiency and productivity, enabling real estate professionals to focus their time and resources on value-added tasks. Organization The template provides a structured framework for organizing transaction-related information, ensuring that critical data is easily accessible and well-organized. This organization enhances clarity, reduces errors, and facilitates better decision-making. A Real Estate CRM Template can complement this workflow by organizing property clients, contacts, and relationship details.  Customization With its customizable interface and flexible features, the template adapts to the unique needs and preferences of each user or organization. Whether it's customizing column layouts, adding new fields, or creating personalized views, users have the freedom to tailor the template to suit their specific requirements. Teams managing contractor-related property work can also organize assignments and costs with the Contractor Time Tracker Template.  Insights By leveraging advanced analytics capabilities, users can gain valuable insights into their transaction data, enabling them to identify trends, track performance metrics, and make informed decisions. These insights empower users to optimize their real estate transactions and drive better outcomes. Overall, Stackby's CRE Transaction Management Template offers a comprehensive solution for managing commercial real estate transactions efficiently and effectively. With its customizable features, collaborative workspace, and robust analytics capabilities, the template empowers real estate professionals to streamline their workflows, enhance productivity, and achieve greater success in their transactions. Why Stackby's CRE Transaction Management Template? The template offers a comprehensive solution for commercial real estate professionals seeking to streamline their transaction processes, mitigate risks, ensure compliance, and deliver exceptional client experiences. With its robust features, scalability, and commitment to continuous improvement, the template is poised to become an indispensable tool for optimizing real estate transactions in today's dynamic market. Check more related templates on Stackby Contractor Time Tracker Template Real Estate CRM Template CRE Site Visit Tracker Template

Free Home Remodel for Real Estate  Renovating a home is an exciting yet complex process that requires detailed planning and organization. The Home Remodel Template in Stackby simplifies home renovation by providing a structured way to manage tasks, budgets, materials, timelines, and contractor details. Whether you're remodeling a single room or your entire house, this template ensures a smooth workflow from planning to completion. With its user-friendly layout, you can keep track of expenses, monitor project progress, assign tasks, and ensure that everything stays within budget. By leveraging Stackby’s automation, collaboration tools, and flexible views, this template makes home remodeling stress-free and efficient. Why Use the Home Remodel Template? Renovation projects involve multiple moving parts, from budgeting and scheduling to coordinating with contractors and suppliers. Without a structured system, it’s easy to lose track of key details, leading to project delays and overspending. With the Home Remodel Template, you can: Stay Organized: Keep all renovation details, from budgeting to contractor contacts, in one place. Monitor Expenses: Track costs in real-time to avoid exceeding your budget. Set Clear Deadlines: Assign due dates and milestones to ensure timely project completion. Improve Collaboration: Share updates with family members, contractors, or designers. Customize as Needed: Adapt the template to fit your unique renovation requirements. How This Template Works in Stackby The Home Remodel Template consists of structured tables that help streamline the renovation process: 1. Project Overview Table Get a high-level view of your remodeling project. Track key project details, such as start date, end date, budget, and goals. Monitor overall project progress at a glance. 2. Task Management Table List all renovation tasks with assigned team members and deadlines. Categorize tasks by room, priority, or phase of the project. Use Calendar View to see a visual timeline of upcoming tasks. 3. Budget & Expenses Table Track estimated vs. actual costs for materials, labor, and other expenses. Categorize expenses by type to understand spending patterns. Automate calculations for real-time budget monitoring. 4. Materials & Suppliers Table Maintain a list of materials needed for each renovation phase. Store supplier details, including contact information and pricing. Track order status to ensure timely material availability. 5. Contractors & Vendors Table Store contact details for contractors, designers, and vendors. Track quotes, agreements, and payment status. Monitor project responsibilities assigned to different professionals. Key Features & Benefits Customizable Views: Switch between Grid, Calendar, and Kanban Views for better project visualization. Real-Time Collaboration: Share updates with family members, designers, and contractors. Automation & Integrations: Set up reminders and integrate with Google Calendar for scheduling. Checklists & Status Tracking: Easily mark tasks as "In Progress," "Completed," or "Pending." Real-World Use Cases Homeowners: Plan and execute renovations efficiently while staying within budget. Interior Designers: Manage multiple home projects and keep track of client requirements. Contractors: Organize project details, track material orders, and ensure on-time completion. Getting Started with the Home Remodel Template Set Up Your Project: Enter key project details, including budget, timeline, and renovation goals. Add Tasks & Deadlines: Break down the project into tasks and assign due dates. Track Budget & Expenses: Input cost estimates and update actual spending. Monitor Progress: Use different views to visualize timelines and ensure everything stays on track. Collaborate Effectively: Share the template with relevant stakeholders for real-time updates.

Free Medical Record Release Form for Real Estate  Easily manage patient-authorized medical record releases with this streamlined and secure form template.

Free Resident Verification Form for Real Estate  Streamline resident verification by gathering tenant details, addresses, and supporting documents in one convenient form.

Free Employee Timesheet for HR Teams 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 employees spend on specific projects, roles, or tasks. Companies also use free employee timesheets to ensure employees meet deadlines and complete tasks on time. This template integrates seamlessly with comprehensive HR management software solutions, providing a complete workforce tracking system that helps organizations maintain accurate records and improve productivity. Why do you need an Employee Timesheet Template? Employers can use an Employee Timesheet Template to calculate the amount of remuneration to be paid to employees based on the number of hours and days worked. This template also provides valuable insights into the length of time required to complete each task. With this information, managers can allocate resources accordingly to ensure all tasks are completed on time, without delays. Employee timesheets are particularly useful for: Identifying duplication of work Recognizing where time is wasted on unnecessary tasks Supporting effective operations management strategies Enhancing overall project tracking capabilities The Employee Timesheet template helps businesses manage their resources and workforce more efficiently, making it an essential tool for modern remote work environments. Who is this template for? Since this template has many uses, it's being utilized across various forms of businesses and companies for resources and workforce management according to their specific needs and preferences. Any company with a significant workforce can benefit from this template. Organizations using employee database management systems will find this timesheet template particularly valuable as it complements existing HR infrastructure and provides comprehensive employee tracking capabilities. 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. Key Features: Employee Information Column: The first column contains the employee name, making it easy to identify and track individual workers. Start Time Tracking: The second column records the exact time the employee started working, with precise time and date stamps. End Time Recording: The next column captures when the employee stopped working, maintaining the same detailed time and date format. Automatic Calculations: Our template automatically calculates the number of hours worked and determines the total salary earned for that day using the rate per hour column, providing exact payment amounts. Time-Saving Automation: Since the entire process is completely automated, it saves significant time for businesses and companies, allowing managers to focus on strategic tasks rather than manual calculations. Customizable Views: You get the option to filter and keep only specific columns as per your needs or requirements, ensuring the template adapts to your unique workflow. Advanced Employee Management Features: The template includes a comprehensive employee information section featuring: Employee names and photos for easy identification Contact details including email addresses and phone numbers Individual hourly rates and earnings calculations Integration capabilities with broader HR & recruiting workflows This makes it an ideal complement to your existing recruiting pipeline and helps maintain organized employee records throughout the employment lifecycle. Integration with Other Business Processes The Employee Timesheet Template works exceptionally well when combined with other business management tools. For organizations managing multiple aspects of their operations, this template integrates seamlessly with sales and CRM systems, enabling comprehensive tracking of both employee productivity and client interactions. Companies involved in project management will find the time tracking capabilities invaluable for accurate project costing and resource allocation. The detailed time records help in creating more accurate project estimates and improving future planning processes. You Will Also Find These Templates Useful: Employee Onboarding: Streamline your new hire process with organized onboarding workflows Employee Directory: Maintain comprehensive employee information in one centralized location Employee Training Plan: Develop structured training programs for skill development and performance improvement These complementary templates work together to create a comprehensive HR management ecosystem that supports every aspect of employee lifecycle management, from initial recruitment through ongoing performance tracking and development. You Will Also Find These Templates Useful: Employee DirectoryEmployee Training Plan Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management  

Free CRE Site Visit Tracker for Real Estate  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.A structured real estate deal management workflow can help teams keep property opportunities, follow-ups, and transaction details organized.  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. A Real Estate CRM Template can help centralize property contacts, client details, and relationship information.  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.For a broader approach to managing property transactions, see Stackby's real estate transaction management resources.  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. Stackby's Calendar View makes it easier to visualize scheduled visits, deadlines, and upcoming follow-ups.  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.For managing property opportunities through different stages, use a Real Estate Transaction Tracker alongside your site visit records.  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. Stackby's Automations can help trigger reminders and notifications when visits, follow-ups, or other activities require attention.  Receive notifications for upcoming site visits, ensuring timely management. Integrate with email or Slack to streamline communication. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Property & Listing ManagementDesc:Track every property, deal, or client engagement with structured fields for price, status, address, agent, and key dates. Title:Lead & Client CRMDesc:Store contact details, communication history, and property preferences for every buyer and seller in linked relational tables. Title:Deal Pipeline & Stage TrackingDesc:Move listings through pipeline stages (Prospecting ? Under Contract ? Closed) using Kanban view for an at-a-glance status overview. Title:Document & Contract LinkingDesc:Attach listing agreements, inspection reports, and closing documents directly to property records for instant retrieval. 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.

Free Home Renovation Planning & Tracking for Real Estate  Renovating a home can be overwhelming without a structured plan. From tracking different rooms to managing tasks, materials, and design ideas, a well-organized system is essential. The Home Renovation Template by Stackby is designed to simplify the entire process, ensuring that every step is accounted for, from brainstorming ideas to project completion. This template is perfect for homeowners, contractors, and interior designers who want a streamlined way to plan, execute, and monitor home improvement projects efficiently. Key Features of the Home Renovation Template 1. Homes Table Maintain a detailed list of homes undergoing renovation. Track renovation progress for different properties. Include key details like address, renovation budget, and timelines. 2. Parts (Rooms) Table Organize different areas of the home, such as kitchens, bathrooms, bedrooms, and living spaces. Assign renovation priorities to each space. Track changes, materials needed, and completion status for each room. 3. Tasks Table List and categorize renovation tasks (e.g., painting, flooring, plumbing, electrical work). Assign due dates, status, and responsible contractors. Track costs, material requirements, and project deadlines. 4. Ideas Table Store inspiration for home improvements, including design themes, color palettes, and furniture choices. Upload reference images and notes for future planning. Keep track of sources for materials and decor inspiration. Benefits of Using This Template Centralized Planning: Have all renovation details in one place, eliminating scattered notes and spreadsheets. Task Management Made Easy: Assign, prioritize, and track renovation tasks effortlessly, ensuring nothing is overlooked. Budget & Material Tracking: Keep an eye on costs and required materials to stay within budget and avoid unexpected expenses. idea Organization: Store and categorize renovation ideas to refer back to as the project progresses. Time Efficiency: Improve workflow and communication with contractors and vendors by having a clear plan in place. Who Can Use This Template? Homeowners managing their renovation projects independently. Contractors & Builders to streamline multiple renovation projects. Interior Designers tracking design inspirations and implementation steps. Real Estate Investors planning property refurbishments before listing homes for sale or rent. How to Get Started? Import the Template: Add it to your Stackby workspace. Customize for Your Needs: Modify categories, tables, and fields as required. Start Planning: Add details of your renovation project, assign tasks, and track progress. Collaborate & Execute: Share with your team, contractors, or family members for a seamless workflow. Take the stress out of home renovations with the Home Renovation Template. Get started today and transform your dream home with structured planning and execution!

Free Rental Application Form for Real Estate  Create your custom rental application form and bring responses right into your rental database and use it as a rental CRM.