Constructions and Real Estate Template

Why Use Workiom’s Constructions and Real Estate Management Template?

• Centralized Project Management: Track all project details, timelines, and statuses in a single location, ensuring nothing is missed.
• Customizable Workflow Automation: Automate routine tasks and processes with Advanced Automation feature to save time and ensure consistency.
• Supplier and Vendor Management: Keep detailed records of suppliers, vendors, contracts, and performance history.
• Client and Property Tracking: Organize and manage client interactions and properties efficiently.

How to Use the Constructions and Real Estate Management Template

The app is structured to allow businesses to easily manage their construction and real estate projects from start to finish. Begin by adding your project details, assign tasks, manage deadlines, and track client interactions—all in one place.

Step-by-Step Guide

• Project List: Track all active and completed projects, with detailed timelines, descriptions, and managers.
• Tasks List: Manage and assign tasks, set deadlines, and monitor completion status.
• Clients List: Maintain a comprehensive record of all client information, including contact details and related projects.
• Suppliers and Vendors List: Track vendors and suppliers, their contracts, and performance records using Dashboard feature.

Features

Reporting Dashboards

• Summary Report: Get an overview of all ongoing and completed projects, client interactions, and supplier performance.
• Bar Chart Report: Visualize project progress, task completion, and vendor performance.

Views & Visualization

• Calendar View: Track project deadlines, task due dates, and client meetings.
• Table View: Access a detailed overview of all projects, tasks, clients, and vendors.