This template applies the four-block method — THE THINGS, THE LINKS, THE STATES, THE NUMBERS — to construction-site tracking. It's filled in for a drywall business: a concrete example beats an empty outline, because it shows the level of detail that suffices — one page, not forty.
To adapt it, keep the structure and replace the content with your reality: your trade, your breakdown (by phase, by lot, by week), your statuses in the order a project actually goes through in your company. Screens will follow from this structure; no need to describe them.
Filled with your own words, this text briefs a developer — or is submitted as-is to Blueprint Maker, which turns it into an application plan you validate, then a generated application: database, screens per entity, dashboard and demo data.
The template to copy
My business: drywall and insulation company, 4 people, about ten active job sites at a time. THINGS tracked: - Projects (address, description of works, quote amount, planned start date, planned end date) - Clients (name, phone, address, type private or professional) - Work days (date, hours spent, employees present, work done) - Materials used (description, quantity, cost) LINKS: - A project belongs to a client. - A work day is attached to a project. - Materials are consumed per project. STATES of a project: quote sent, signed, scheduled, in progress, waiting on client, done, invoiced, settled. NUMBERS to see every morning: - Active projects and projects late against the planned date - Hours worked this month - Amount to invoice (finished projects not yet invoiced) - Material cost per project
Adapting this template to your job sites
- Phase breakdown: if your projects run in phases or lots (structural work, finishes…), add a "Phase" entity with a link "a phase belongs to a project" and its own states.
- Statuses: use YOUR words in YOUR order. "Waiting on client" doesn't exist everywhere; "handover" or "snag list" exist elsewhere. The list above is an example, not a standard.
- Subcontracting: if you use subcontractors, add them as an entity (name, trade, cost) linked to projects — pointless if they're marginal in your activity.
- No material tracking: some trades mainly track hours. Remove the Materials entity — the template stays complete and the application simpler.
- The quote here is an amount and a status, not a compliant invoicing document: regulated invoicing stays in your invoicing tool.