Templates

Set up repeat projects faster.

Reuse saved locations, tasks, and document requirements.

Sample project

Swipe sideways to explore.

Reuse the structure your team already knows.

Start from saved locations, tasks, and document requirements.

Define dependencies, checklists, and permit requirements before the next project.

Save scope groups, line items, options, and terms for future estimates.

An example on the job

Choose a published template to create the locations and task requirements, then adapt the new project to the job.

Templates define the starting requirements. Your team manages the project, documents, and permit work as the job progresses.

See the feature details

Project template creation, detail editing, duplicate, archive, versioning, and publish flow
Published project templates that can create new projects from saved structure
Address slot templates with slot type, square footage, ordering, required documents, and building permit controls
Project-wide and address-slot task templates with dependencies, checklist items, required task documents, permit gates, and inspection gates
Development, building, and trade permit and inspection templates with required document records
Estimate templates with style, status, versions, active/archive states, and create-estimate flow
Estimate template groups, base items, add-ons, alternates, upgrades, allowances, assumptions, and exclusions
Reusable disclaimer and contract terms for estimates created from templates

Talk about your next project

Tell us about your team and the projects you manage. We’ll contact you to discuss availability and setup.

BuildMarX is in development. Access requests are reviewed by the team before a workspace is set up.