Mastering your process will be key to streamlining your workflow. Creating templates within Buildertrend will help streamline these processes as you are able to import this information into new and existing jobs.

This will save time when starting a job because having a majority of the information created will put you a step ahead. This will save time with existing jobs as well since you are able to import templates at any time.

Templates can be created from scratch, as well as copied from an existing job.

Help Video:

What's Next?

How to template To-Do's

How to template your schedule

Using Placeholders ⌚💡 Time Saving Tool

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