Workflow Templates

Get started quick in Layer with pre-made, best practice templates for our most popular workflows

Workflow Templates

Get started quick in Layer with pre-made, best practice templates for our most popular workflows

Workflow Templates

Get started quick in Layer with pre-made, best practice templates for our most popular workflows

All
Architect
Engineer
Interior Designer
Owner
Facility Manager
Contractor
All
Architect
Engineer
Interior Designer
Owner
Facility Manager
Contractor
room survey template

Room Survey

Document diverse sets of room conditions like furniture counts, finishes, areas, and more. Search and surface survey data over and over on any device, even in while working in Revit.

Architect
Engineer
Interior Designer

construction administration punch list template

Punch List

Start with a library of common punch list items that can be easily customized in the field. Markup drawings and photos on site and report what you need with customizable reports.

Architect
Engineer
Owner
Contractor
Facility Manager
Interior Designer

window survey template

Window Survey

Capture an accurate snapshot of window conditions throughout a project. Configure one set of data in different views to instantly summarize counts, conditions, and costs that can be linked directly to Revit.

architect
engineer

actionable meeting minutes linked to Revit template

Meeting Minutes

Stop digging for to do items and tasks. Tag people, room locations, even Revit elements in meeting minutes to make them actionable and easy to find, even while working in Revit.

Architect
Engineer
Owner
Contractor
Facility Manager
Interior Designer

rfi template, request for information template

RFIs

Centralize RFI content like text, photos, and drawings in one easy-to-customize dashboard. Instantly reference elements in the Revit model that can be viewed by non-Revit users, even on mobile devices.

architect
engineer
owner
contractor
facility manager
interior designer

daily site inspection template

Daily Safety Inspection

Use this template to collect and report on all your site safety inspections in one place. Note findings from your mobile device or tablet to inspections on site. Take photos and log needed corrective actions spatially to ensure they are followed up on. Use the drag and drop builder to create customized reports so you never have to copy and paste your findings again!

architect
engineer
owner
contractor
facility manager

building survey

Building Survey

Organize your building survey around your model or drawings. Layer's Building Condition Survey Template has categories for Rooms, Windows, Doors, and Equipment. Report with the right level of context for your clients; from room level inspection reports to the entire building.

architect
engineer

room data sheets template

Room Data Sheets

Capture a client’s program needs with photos, areas, FF&E counts, and more that can be linked to Revit. Summarize it all with custom reports made with our intuitive drag-and-drop report builder.

architect
engineer
owner
contractor
facility manager
interior designer

Field Report

Start with a consistent list of items that need to be checked and recorded in the field. Markup drawings and photos on site and create custom shareable reports.

Architect
Engineer

property assessment template

Property Assessment

Conduct thorough property assessments directly from your mobile device or tablet. Capture photos, record conditions, and note key details on-site, even offline. Instantly sync your data with your team and generate customized reports with Layer's drag and drop report builder.

architect
engineer
owner
contractor
facility manager
interior designer

equipment inventory workflow template cover

Equipment Survey

Give your equipment survey spatial context with this ready to use template! Start with a library of common equipment that can be easily customized in the field. Markup drawings and photos on site and report what you need with customizable reports.

owner
facility manager
contractor

door survery template

Door Survey

Efficiently capture and manage door data, including dimensions, materials, hardware, and conditions, all within a user-friendly dashboard linked to Revit. Generate detailed reports using our drag-and-drop report builder, so you never need to copy and paste between tabs again!

architect
interior designer

ff&e template

FF&E Management

Use this FF&E template to organize and store data like vendors, photos, cut sheets, and pricing in one intuitive dashboard linked directly to Revit. Create client presentations and reports directly from Layer or Revit data.

architect
owner
contractor
facility manager
interior designer

cmms template

CMMS

A complete CMMS solution for facilities teams. This template includes work orders, asset management, purchase order tracking, parts/inventory and a vendor directory.

architect
engineer
owner
contractor
facility manager
interior designer