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Lien Waivers
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Good afternoon, Jared Alvey.
Here's what's happening across your builds.
Company Dashboard
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Choose a Build
Choose a project to jump directly to its details.
| Project | Nickname | Phase | Target Completion | Status | Open |
|---|
Selected Project
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Drag and drop a file onto a card to upload or replace it.
Owner Approvals
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Design Selection Log
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Project Files
File Vault
Drag and drop a file onto a card to upload or replace it.
Build Workflow
Workflow
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Build Workflow
Internal Messages
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Inbox
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Homeowner Portal
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Access Control
System Users
| User | Role | Access | Status | Edit |
|---|
Homeowner Access
Homeowners
| Homeowner | Assigned Build | Access | Status | Edit |
|---|
Global Settings
Admin
Style Settings
Branding
Access
Sign-in & Passkeys
Sign in with Face ID, Touch ID, or a security key when passkey support is connected.
Trade Settings
Custom Home Trade Settings
Notifications
Custom Home Trade Notices
Homeowner Planning
Homeowner Selection Timeline
Drag selections into the order homeowners should see them. Each home uses its own construction and trade dates. Turn off a card to hide it from every homeowner portal.
Planning starts on the selected activity minus your planning offset. Decide-by dates allow for ordering lead time. These are in-portal reminders, not email or text notices.
Pool Homeowner Planning
Pool Homeowner Selection Timeline
Drag selections into the order homeowners should see them. Each pool uses its own construction and pool trade dates. Turn off a card to hide it from every homeowner portal.
Planning starts on the selected activity minus your planning offset. Decide-by dates allow for ordering lead time. These are in-portal reminders, not email or text notices.
Trade Settings
Swimming Pool Trade Settings
Notifications
Swimming Pool Trade Start Notices
Construction Records
Jobsite Media
Administration
Tools
Pool Estimating
Pool Calculators
Calculate waterline and step tile quantities from your measurements.
Construction Records
Jobsite Media
Capture photos and videos, organize them by project, and revisit saved sessions.
Estimating
Bids
Accounts Payable
Invoice Inbox
Receive, review, and prepare subcontractor payments.
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Billing
Invoices
Payments
Check Printing
Prepare checks and payment vouchers.
Designed for Checks in the Mail #6384: an 8½ × 11-inch sheet with the check on top and two voucher stubs below.
Prepare a check, review field placement, and print a plain-paper alignment test. This first version creates print PDFs; it does not record invoice payments. Use preprinted bank details and sign the check by hand.
Check Delivery
Lien Waivers
Prepare payments in the office. Sign in the field.
Documents
Scan to PDF
Turn photos into one organized document.
Contact Management
Subcontractors
Field Coordination
Running Tasks
Cost Control
Budget by Division
Interior Design
Selections
Trade Partners