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For all of your construction projects, use this comprehensive workflow template to document and track each step of a very detail-oriented process.


Document every step, from construction preparation to foundation laying and maintenance, your construction project will be easy to follow, with clearly enumerated steps.

Created By: Julio Staude
Building
Construction

Real Estate agents have to manage client relationships, contracts, research, home repairs and closing dates for a bunch of clients, all at the same time. This template is designed to help you manage your real estate business. Easily assign agents and teams, and manage the workflow from first contact through closing and beyond!


This process is designed to manage:

  • Clients relations
  • The buyer or seller journey
  • Client research
  • Contract deadlines
RP
Created By: Robert Potter
Real Estate

Use this Template to map and customize your own Product Shipping Process. This example contains from placing and Order to final shipment and storage of information.

Created By: Julio Staude
Shipping
Product Shipping

Use this template to document and track the process associated with the architecture or design of a project. This is for project managers to manage designers and engineers from ideation through construction.


Manage:

  • Architectural idea
  • Research and due diligence
  • Regulatory approvals
  • Permitting
  • Hiring a general contractor
  • Project changes


Design and construction of a functional, beautiful building is a complicated process. This template is designed for architecture firms to simplify the process and manage their team through each step.

Created By: Julio Staude
House Design
Architecture

Handle client relationships, research, and contract management with this workflow. It's designed for real estate agents to manage their workload from first touch through property closing.


Manage:

  • Client relationships
  • Contracts and proposals
  • Property Research
  • Listings
  • Advertising
  • Negotiations


Research shows 90% of homebuyers and sellers would use their same real estate agent again if they had a good experience. These relationships are the backbone of successful agents.


When you enable agile process, you make sure everything happens on time. You know what needs done, and where you are in the process. It makes that great experience repeatable for every client, every time.

Created By: Julio Staude
Real Estate
Housing