Templates & fast setup
20 minutes from signup to a scheduled job.
Pick a project template and your trade's starter catalog. You're scheduling work. Either way, you're not starting from zero.
Template
Kitchen Remodel
Tasks created
47
Setup time: 20 minutes. Adjust dates and you're ready to start.
- Project templates
- Pre-built + custom
- Starter catalogs
- By trade
- Bulk import
- CSV
Kitchen, bath, SFH, more
Electrician, plumber, framer, general contractor
Contacts, products, timesheets
Project templates
Pick a template. Project scaffolds itself.
Templates for kitchen remodel, bath remodel, new SFH, light commercial. Phases, tasks, dependencies, and code requirements pre-wired. Adjust the dates and start assigning crew.
- Pre-built templates for common project types
- Phases + tasks + dependencies scaffolded
- Code requirements pre-attached where applicable
Room templates
Standard rooms come pre-scoped.
Kitchen, bath, primary bedroom, garage, basement. Each room type comes with default scope, dimensions, and invoice line items. Apply in one click.
- System-preset room templates
- Org custom templates
- Default scope and invoice line items per room
Starter catalogs by trade
Materials and labor codes, day one.
Sign up as a general contractor, electrician, plumber, or framer. Buildficient pre-loads materials and labor codes for your trade. No empty product list on day one.
- Trade-specific starter catalogs
- Materials with default pricing
- Grows as you add new items
Bulk CSV import
Migration in minutes, not weeks.
Companies and contacts, products, and timesheets import from CSV. Columns are matched by header name, and every row is previewed with errors flagged before you save.
- Companies with a primary contact per row
- Products with category mapping
- Per-row errors flagged before you save
Snapshot any project as a template
Did a great kitchen? Bottle it.
Snapshot a shipped project as a reusable template. Phases, tasks, dependencies, scope, even default crew. Next similar job starts from your last best version.
- One-click 'save as template'
- Captures phases, tasks, dependencies, scope
- Sharable within your org
Without Buildficient
First project on a new PM tool. PM stares at an empty schedule and tries to remember the 47 tasks in a kitchen remodel. Half forgotten. Three weeks in, half the scope still isn't tracked.
With Buildficient
First project. PM picks the Kitchen Remodel template. 8 phases and 47 tasks scaffold in with dependencies pre-wired. Open to ready: 20 minutes.
Built especially for
Owner-operators
If you're the PM, estimator, and bookkeeper at once, templates stop you reinventing the wheel.
See the owner-operators storyStop starting every project from a blank screen.
Templates, catalogs, imports. Scheduled and assigning crew in 20 minutes.