About Models

Modified on Tue, 11 Feb at 9:27 AM

Models are templates of work orders and billing items that can be reused to create budgets, estimates, and projects. You define the scheduled number of days for each work order, allowing the system to automatically generate a project schedule when the model is applied to a project. While projects created from a model can still be modified as needed, using a model streamlines the process and ensures that nothing is overlooked.


Whether you are a custom home builder or a spec home builder, models save time and prevent omissions by capturing the common elements across builds. Starting each estimate, budget, or project from a model is a best practice for using the software, promoting consistency, efficiency, and accuracy throughout the project.




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