Construction Schedule Templates

Overview

Construction schedule templates let you define a standard set of construction phases (Foundation, Framing, Rough-In, Drywall, etc.) that can be applied to any property with one click. Configure your templates once with phase names, estimated durations, and order - then apply them to new properties to instantly create a complete construction timeline.

Managing Templates

Accessing Template Settings

1. Go to Builder > Settings in the sidebar
2. Click "Schedule Templates" in the settings menu
3. View your current phase templates with names, durations, and order

Creating Templates

If you don't have any templates yet:

1. Click "Load Default Phases" to create industry-standard templates
2. Or click "Add Phase" to create custom phases from scratch

Default phases include:

• Foundation (14 days)
• Framing (21 days)
• Rough-In (14 days)
• Drywall (10 days)
• Interior Finishes (14 days)
• Exterior Finishes (10 days)
• Final Walkthrough (3 days)

Editing Templates

1. Click the pencil icon next to any phase
2. Edit the name or duration inline
3. Click the checkmark to save changes
4. Or click the X to cancel

Reordering Templates

1. Click the up/down arrows next to any phase
2. Phases swap positions immediately
3. Order determines how phases appear when applied to properties

Deleting Templates

1. Click the trash icon next to any phase
2. Confirm deletion when prompted
3. Deleted templates are removed from the master list (existing property phases are not affected)

Applying Templates to Properties

Set Up Schedule Button

When viewing a property that has no construction phases yet:

1. Go to the property detail page
2. Click the "Phases" tab
3. Click "Set Up Schedule"
4. All templates are applied instantly with:
   • Phase names and order from templates
   • Estimated durations from templates
   • Status set to "Not Started"
   • No scheduled dates (you add those manually)

After Setup

Once templates are applied:

• Each phase appears as a card in the timeline
• You can set scheduled start/end dates using the date pickers
• Update phase status as work progresses
• The "Set Up Schedule" button disappears (phases already exist)

Scheduling Phase Dates

After applying templates to a property:

1. Open the property with phases applied
2. Go to the "Phases" tab
3. Click the calendar icon on any phase card
4. Select a start date from the popover calendar
5. Click the second calendar icon to set an end date
6. Dates save automatically and appear on the phase card

Tips

• Set realistic durations in your templates based on your actual construction timelines
• Update templates as your process improves - changes only affect newly applied phases
• Reorder templates to match your typical construction sequence
• Use scheduled dates to track whether phases are on schedule or delayed

Questions

Q: If I change a template, do existing property phases update?
A: No. Template changes only affect future applications. Existing property phases remain unchanged.

Q: Can I apply templates to a property that already has phases?
A: No. The "Set Up Schedule" button only appears when a property has zero phases. This prevents accidental duplication.

Q: What if I don't want all the default phases?
A: Delete any phases you don't need from the template list. Only the remaining templates will be applied to properties.

Q: Can I add phases to a property after applying templates?
A: Yes. After templates are applied, you can manually add, edit, or delete individual phases on the property detail page.