Template Development

View Templates & Filters

  • Create discipline‑specific view templates for duct, pipe, equipment, and coordination
  • Build filters for system types, insulation, clearances, and clash‑related visibility
  • Standardize graphics for coarse/medium/fine detail levels
  • Ensure consistent appearance across all sheets and views

Annotation Standards

  • Standardize text styles, dimensions, tags, and symbols
  • Create mechanical‑specific annotation families
  • Ensure clarity and consistency across all project deliverables
  • Build contractor‑friendly tags for equipment, duct, and pipe

Sheet Setup & Title Blocks

  • Create clean, professional title blocks
  • Standardize sheet naming conventions
  • Build pre‑configured sheet sets for mechanical, coordination, and shop drawings
  • Set up placeholder sheets for fast project startup

System & Parameter Configuration

  • Standardize shared parameters for equipment, duct, and pipe
  • Align parameters with schedules, tags, and contractor deliverables
  • Clean up legacy parameters and remove duplicates
  • Map manufacturer data into usable, searchable fields

Family Library Integration

  • Integrate your preferred family library into the template
  • Standardize connectors, parameters, and visibility settings
  • Organize families into intuitive categories for fast access
  • Remove outdated or poorly built families

Project Browser Organization

  • Logical folder structure for views, sheets, schedules, legends, and working views
  • System‑based organization for mechanical modeling
  • Coordination‑friendly structure for clash detection workflows

Schedules & Legends

  • Pre‑built equipment schedules
  • Duct and pipe schedules
  • Annotation legends
  • System legends for quick reference

Performance Optimization

  • Optimize template for large coordination modelshauls.
  • Reduce file size
  • Remove unnecessary geometry

Fee Structure

Hourly Template Development

  • Standard rate: $200/hr
  • Rush / same‑day: $250/hr
  • Minimum: 1.0 hour per request

Used for:

  • Small template tweaks
  • Adding new view templates
  • Parameter cleanup
  • Minor annotation or sheet updates

Template Packages

Template Refresh — $1,200

Best for contractors who already have a template but need cleanup and modernization.

Includes:

  • View template cleanup
  • Filter standardization
  • Annotation/style alignment
  • Basic parameter cleanup
  • Browser organization improvements

Full Template Rebuild — $2,500

For contractors who want a clean, modern, scalable mechanical template.

Includes:

  • New mechanical template
  • Standardized views, filters, and annotation
  • Parameter mapping
  • Family library cleanup (light)
  • Sheet setup + title block integration
  • Documentation of new standards

Advanced Template Package — $3,500

Ideal for contractors who want a fully optimized, coordination‑ready template.

Includes:

  • Everything in the Full Template Rebuild
  • Family library standardization
  • Coordination‑specific view templates
  • Pre‑built schedules and legends
  • Performance optimization
  • Workflow documentation + training session

Family Library Cleanup (Add‑On)

  • Light cleanup: $300
  • Standard cleanup: $500
  • Heavy cleanup: $800
    • Fix connectors
    • Standardize parameters
    • Improve performance
    • Organize library structure

Documentation & Training

  • Quick‑reference guide: $150–$300
  • Full standards manual: $1,000
  • 1‑hour training session: $200