Workflow Templates

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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!

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.

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