用上之后
Each day's log becomes a short update for the client, and change orders are approved by the client before the work starts.
客户能得到什么
Change orders to approve in your company's name, not the ones every other builder sends.
Change order 7: add two skylights in the loft, +$2,400. Approve?
看看实际效果
这就是模板本身,带着示例数据。用之前可以先随便点点看。
里面有什么
下面这些装好就能用,还带着示例数据,随你改。
6 个表格
- Company
6 个字段
- 客户
6 个字段
- 项目管理
13 个字段
- Daily logs
15 个字段
- Change orders
14 个字段
- Change items
3 个字段
2 个自动化
- Change order approval
「Change orders」中的记录有变化时
- Daily update
「Daily logs」中的记录有变化时
2 个应用
- Client updates
基于表格的应用
- Playbook
基于表格的应用
连接
不需要连接外部账号。
关于这个模板
以下是 Jocky 的原话。
里面有什么
- 项目管理: client, address, and budget
- Daily logs: weather, crew, progress, and photos
- Change orders: scope, cost, and approval
- Daily client summary (AI): turns the day's log into a short update
- Change order approval (automation): sends each change order to the client
- Client updates (app): clients see each day's log and approve changes
Get started
- Add your projects. Client and budget.
- Log your first day. The summary builds from it.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Your clients sign in with a one-time code sent to their email. You and your team sign in with Teable.
Comes with sample data for a made-up business, Summit Builders. Every sample email is on example.com, so nothing reaches a real person until you add your own.
一键开始,一句话改好,只属于你。
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点本页的「使用模板」。它的 6 个表格、2 个自动化和 2 个应用会直接在你的 Teable 里打开,已经能用,还带着示例数据。不用安装,也不用配置。
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用你平时说话的方式,告诉 Teable AI 哪里不一样:“Add subcontractor invoices and a budget tracker”。它会相应地改好字段、流程和界面。
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它的 2 个自动化会自己跑,客户收到的回复都以你的名义发出。你只管做事。
更多建筑与房地产模板
最常用的排在前面。
-
Property listings and showings
Keep every listing, showing, and buyer lead together, and let AI write a listing description from your notes.
-
Home renovation projects
Follow up every inquiry, turn site visit notes into clear quotes, schedule each trade in order, get changes approved, and keep homeowners updated.
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Tenant maintenance requests
Tenants report issues through a form, AI sorts them by urgency, and the right vendor gets the job automatically.
从「Construction site log」开始
一键开始,一句话改成贴合你业务的样子。不用找开发,也不用和别家店用同一款软件。需要帮忙搭建?我们的团队可以陪你一起弄。

模板
