Property Management 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 

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

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 Real Estate Listings Management for Real Estate  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 

Free Club Homepage Template  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.

Free Apartments Catalog for Real Estate 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. Stackby's database capabilities provide a centralized workspace for organizing apartment listings, tenant records, and property information.  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. You can also read What Is CRM Software? to understand how a structured CRM can support customer and deal 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. Stackby's Views make it possible to organize the same property data in formats such as Grid, Kanban, Calendar, and Gallery.  For teams looking to organize property information and client relationships more efficiently, you can also read How to Build a CRM Database.  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. For a more focused approach to property and customer management, the Real Estate CRM template can help organize leads, clients, and property-related information.  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. Teams managing broader property operations can also use the Property Management template to organize property-related workflows. 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. 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. For repetitive property management workflows, Stackby Automations can help connect triggers and actions to reduce manual work.  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! 

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!

What is a home builders ERP template? A home builders ERP tracks every home from lot and plan through sale, selections, construction and warranty. Stackby's Home Builders ERP template links communities, lots, plans, buyers, contracts, selections, schedules, trades and warranty requests. It is a residential construction ERP that sales, construction and customer care teams share, with builder scheduling and buyer records in the same place. Who should use this home builder software? Production builders, custom home builders, remodelers and small developers building several homes a year. It suits teams that want home construction management in one tool and find dedicated home builder ERP software or custom home builder software more than they need. Template Features:Title:Lot & Plan ManagementDesc:Track every lot's community, plan, elevation, base price, status and expected completion date. Title:Buyer & Contract TrackingDesc:Follow buyers from first visit to contract and closing, with deposits and signed documents attached. Title:Selections & UpgradesDesc:Record each buyer's option choices with prices and cut-off dates, visible to both sales and construction. Title:Build Schedules by HomeDesc:Run a task schedule for every home on a Timeline view, from foundation to final inspection, with trades assigned. Title:Punch Lists & WarrantyDesc:Log punch list items before closing and warranty requests after handover, tracked by home, trade and status. Key features of the Stackby Home Builders ERP template Lots and home plans: Track each lot's status, plan, elevation, base price and expected completion date. Buyer and contract tracking: Follow buyers from lead to contract and closing, with deposits and documents. Selections and upgrades: Record option choices for each home with prices and cut-off dates. Construction schedule by home: Run a task schedule for every home on a timeline view, from foundation to final inspection. Trade and purchase order management: Assign trades to tasks, issue purchase orders and compare cost with budget for each home. Warranty and punch lists: Log punch list items before closing and warranty requests after handover. How to set up your home builders ERP Copy the template and add communities, lots and plans. Import buyers and trades, and adjust the standard build schedule. Share the selections form with buyers and the warranty form with homeowners. Enable trade notifications and review the schedule and margin dashboard. Related templates Construction CRM Home Remodel template Punch List template Construction Change Order Form Contractor Time Tracker Material Order Form Construction ERP 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.