// MODULE: PROJECT TEMPLATES
Create Once, Deploy Repeatedly with Smart, Reusable Project Templates
The Project Templates module allows you to predefine entire project blueprints—including work orders, materials, schedules, and workflows—so you can launch common project types consistently and efficiently.
Core Features
- Template Builder: Design full project skeletons with tasks, sequences, dependencies, and milestones
- Material Integration: Link Materials & Parts List, cutlists, and inventory requirements directly to templates
- Checklist Inclusion: Pre-load QA, safety, or install checklists via Custom Checklists
- Smart Duplication: Instantiate templates as live projects, copy, and customize as needed
- Workflow Automation: Automatically generate Work Orders, scheduling blocks, and materials pull lists
- Version & Updates: Track changes, manage template revisions, and push updates to live projects
Used In
- Woodshop production runs
- Client service onboarding flows
- Standardized installation procedures
- Compliance-driven audit workflows
Optional Integrations
- 🪚 Pattern Libraries — Build templates from modular pattern blocks
- 📦 Materials Management — Pull raw material specs into project plans
- 📋 Project Work Orders — Deploy work order frameworks alongside templates
- 🧾 Invoices & Quotes — Generate quotes based on template scopes
Launch projects faster—with consistency built in.
Use templates to turn best practices into repeatable, trackable systems.