Built for the people who run projects

Pick the closest fit, start there, customize. None of these are throwaway demos — every template ships with the workflow built in.

Real Estate

Transaction Coordinator

Manage every closing without losing the trail. Buyers, sellers, agents, lenders, title, and the inspector all in one place.

  • Closing-day countdown drumbeat
  • Inspector + lender + title in one thread
  • SMS reply lands in the right project
  • Earnest money, contingencies, walkthrough as milestones
  • Survey PDF attaches to the "Survey delivered" checklist item, not the thread
  • Inspector uploads photos from their iPhone — auto-convert to JPEG, GPS stripped
Real Estate

Listing Agent

Coordinate showings, offers, inspections, and the closing window from one project per listing.

  • Inspection-window project preset
  • Auto-confirm appointments via SMS
  • Photo + disclosure upload thread
Plumbing

Service Dispatcher

Dispatch a tech, the customer gets a magic link, parts updates land in the same thread, invoice closes the loop.

  • "Tech arrives tomorrow" auto-reminder
  • Photo replies attach to the job
  • Final invoice + signed acceptance
Construction

General Contractor

One thread per phase, one timeline per project. Subs, owner, architect, inspector — everyone reads the same record.

  • Phase milestones & sign-offs
  • RFI / change-order trail
  • Daily progress update reminder
  • Daily site photos from the foreman's phone — HEIC auto-converts, no broken thumbnails for the architect
  • Half-gig walkthrough video uploads to your own Drive, plays inline in the thread
  • Subs check the punch list in the Checklist drawer, mark items as they finish
Property Mgmt

Tenant Move-In Coordinator

Lease, deposit, walkthrough, keys — without three apps and a spreadsheet.

  • Move-in countdown reminders
  • Lease + deposit milestone tracking
  • Walkthrough photos to the file
Brokerage

Brokerage Owner

30+ agents, every deal a project. You bring the agents and the contacts; we deploy a branded instance on a dedicated server and manage it.

  • Your own domain, your own branding end-to-end
  • Unlimited agents on your instance — no per-seat math
  • Each agent runs deals as projects, with magic-link clients
  • Workspace-level Spaces for the agents to coordinate internally
  • Monthly health review with us — not a support ticket queue
Anything else

Project Managers (general)

Don't fit a vertical? Start blank. Build your own template the second time you run that workflow.

  • Blank project + your own milestones
  • Save as workspace template after
  • Reusable reminder library

See all template details

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