Templates & tools
Free resources for home builders.
No sign-up required.
Practical templates for the workflows builders deal with every week: lead tracking, change orders, and project scheduling. Download and use them in Excel, Google Sheets, or print them out.
Home Builder Lead Follow-Up Template
Track prospects, last contact dates, next follow-up dates, sales stages, and outcome, all in one spreadsheet. Includes a recommended follow-up cadence for custom home builders.
Change Order Template for Builders
A printable change order form capturing scope description, cost impact, schedule impact, allowance notes, and owner approval signature. Includes a legal disclaimer.
Custom Home Construction Schedule Template
A realistic residential phase schedule, from preconstruction through certificate of occupancy, with task columns, predecessor tracking, duration, and responsible party fields.
About Builtly
These workflows are a lot easier when your software handles them.
Builtly is construction management software built specifically for residential custom home builders and GCs. It handles lead follow-ups, change order approvals, draw packages, lien waiver tracking, and client communication, all in one place.
If the templates above are useful, you might also like to see how Builtly automates the same workflows. Early access is available now.
Apply for early access