Create the template
Choose a category and write the formatted content your company reuses.
Document Templates for construction teams
Keep reusable company wording ready for the next job.
Maintain approved wording
Review active templates and archive wording that should no longer be selected.
Prepare job correspondence
Use the template as a starting point in Document Writer, then review the actual recipient and project details.
Related workflows
Document Management for construction teams
Keep job files and company documents organised.
Explore →Drawing & PDF Markup for construction teams
Keep drawing revisions and markup connected to the work.
Explore →Takeoffs for construction teams
Turn calibrated drawing measurements into priced estimate quantities.
Explore →READY WHEN YOU ARE
Start your free trial →Your next project deserves a better system.
Start with a company workspace. Add the people and projects that make it yours.