House models: set up a model once, apply it to many houses

Upload each model's plans, budget, inspections and punch list once, then apply them to the houses built to it.

When a group of houses (made with Bulk Add) is built from a few designs, set each design up once as a MODEL on the group's Jobs tab and apply it to its houses, instead of uploading the same plans and budget into thirty jobs.

  1. 1Open the group and go to its Jobs tab. Under House models, press Model and name it - "The Aspen".
  2. 2In the model, pick a budget template (the per-house budget, amounts included - make one on the Budget Templates page from scratch, from a job, or from Excel), upload its plans, tick its required inspections, and type its punch items one per line. These save as you make them.
  3. 3For plans that differ by garage side, choose Garage left or Garage right before uploading. Either garage side goes to every house.
  4. 4Press Houses to tick which houses are built as this model.
  5. 5Press Apply. You see every house and exactly what it would get - "2 plans, 46 budget lines, 9 inspections, 12 punch items" - and can untick houses or parts. Nothing is written until you press Apply.

APPLYING AGAIN ADDS ONLY WHAT IS MISSING. Each copy remembers which model it came from, so a house never gets a second copy of a plan, line, inspection or punch item. Change a model later - add a plan, a punch item, an inspection - press Apply again, and you choose which houses get the new things.

EACH HOUSE GETS ITS OWN COPY. Plans are copied, not shared, so a house can be marked up, pinned and changed on its own, and deleting a plan from one house never touches the others. Removing something from the model, or deleting the model, leaves what was already applied on every house.

A plan for one garage side only goes on houses whose garage side is set - set it in each house's Lot details (Project Settings). A house with no garage side set is shown in the preview with the plans it cannot take and why.

THE MAIN BUDGET. The group itself has a Budget tab for what every house shares - land, roads, sitework. The Jobs tab adds it to the houses' budgets, and names both halves, so the total and the projected profit include it.

If your lot list has a Model column, Bulk Add creates those models on the group and assigns each house for you.

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