Templates & CRM integration

The template system

Templates capture a proven canvas layout so you do not rebuild it every time. When a kind of project recurs, start it from a template and inherit the nodes and structure you already know work. It turns setup into a single choice.

The payoff compounds the more often a shape of work repeats. Instead of remembering which nodes a project needs and how they connect, you start from a layout that already has them. That consistency also helps a team: everyone begins from the same structure, so projects are comparable and nothing important gets left off by accident.

Starting from a template

1. 1

   Create a new project

   Begin a new project from your dashboard.

2. 2

   Choose a template

   Select a template instead of a blank canvas to inherit its node layout.

3. 3

   Open the canvas

   Land on a canvas already populated with the template's nodes.

4. 4

   Adapt to this project

   Adjust, add, and connect nodes so the inherited structure fits the work in front of you.

CRM integration

CRM integration connects BuildHub to your customer data, so the canvas is not an island. Your project work stays linked to the people it serves, which keeps the work grounded in who it is actually for rather than drifting into an abstract plan.