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User Guide - All User Actions

Jake Harris
  • Updated
User Setup            
 

Sign Up & Verify (User + Business)

 Done By Sent To Access Article Video  
  - Sign up as a Lender Lender  - Web Article Video  
  - Sign up as an Owner Owner  - Web Article Video  
  - Dual Role
Owner + Contractor		 O / P  - Web Article Video Pro Tip
  - Sign up as a Contractor Prime  - Web Article Video  
  - Dual Role
Contractor + Subcontractor		 P / S  - Web      
  - Sign up as a Subcontractor Sub  - Web/App Article Video  
                 
  Setup & Activate User Wallet        
  - Connect an Outside Bank Account ALL  - Web Article Video Pro Tip
  - Activate Your User Wallet ALL  - Web Article Video  
    ** User Onboarding Meeting Required **  
  - ACH Transfer Funds IN L / O / P  - Web/App Article Video  
  - ACH Withdrawing Funds OUT ALL  - Web/App Article Video  
  - Connecting a 2nd Bank Account L / O / P  - Web Article Video  
                 
                 
Step 1 - Set the Contract        
  Set the Prime Contract Done By Sent To Access Article Video  
  - Create a Project Owner - Web Article Video  
  - A) Build a Prime Contract from Scratch Owner - Web Article Video  
  - B) Build a Prime Contract from a Template Owner - Web Article Video  
    **First Project Meeting Required**  
  - Activate the Project
(One Time Fee - paid by Owner)		 Owner - Web Article Video  
                 
  Invite Your Team            
  - Invite Your Contractor Owner Prime Web/App Article Video  
  - Receive a Contractor Link Prime - Web/App Article Video  
  - Rejecting a Bid Opportunity Prime - Web/App Article Video  
  - Making a Bid on a Project Prime - Web/App Article Video  
  - Building in Overhead & Profit Prime - Web/App Article Video  
  - Submitting a Bid to an Owner Prime Owner Web/App Article Video  
  - Negotiating with Contractor Owner Prime Web/App Article Video  
  - Accepting a Contractors Bid Owner Prime Web/App Article Video  
                 
  - Invite Your Lender Owner Lender Web Article Video  
  - Receiving a Lender Link Lender - Web/App Article Video  
  - Rejecting a Project Lender Owner Web/App Article Video  
  - Accepting a Project Lender Owner Web/App Article Video  
             
             
Step 2 - Escrow Funds        
  Escrow Project's Build Wallet Done By Sent To Access Article Video  
  - A) Initial Funding for a Project Owner - Web/App Article Video  
  - B) Initial Funding for a Project Lender - Web/App Article Video  
                 
 

Move Escrow from Build Wallet to Subcontracts

      
  - Escrow Funds into Subcontracts Owner  -  Web/App Article Video  
    ** START OF WORKFLOW **          
                 
                 
Step 3 - Work & Invoice      
 

Issue Subcontracts (w/Milestones)

 Done By Sent To Access Article Video  
  - Create Subcontracts  Prime Sub Web Article Video  
  - Establish Payment Milestones Prime Sub Web   Video  
  - Replying to a Subcontract Sub Prime Web/App   Video  
  - Request a Bid Prime Sub Web   Video  
  - Replying to a Request for Bid Sub Prime Web/App   Video  
  - Accepting a Subcontractor Prime Sub Web   Video  
                 
  Subcontractor Invoices       
  - Submitting a Invoice on Payment Milestones Sub Prime Web/App   Video  
                 
Step 4 - Approve to Pay    
  Invoice & Change Order Approval to Pay Sub
    
      Done By Sent To Access Article Video  
  - Responding to an Invoice
(Punch- List / Work Outstanding)		 Prime Sub Web   Video  
  - Respond to a Change Request Sub Prime Web   Video  
  - Approve to Pay a Milestone Invoice Prime Sub Web   Video  
  - Milestone Invoice Paid
(less 3% transaction fee)		 - Sub Web/App   Video  
                 
  Phase Completion = Owner Approval to Pay Prime
  
  - Completing a Phase &
Submit for Owner Approval		 Prime Owner Web/App   Video  
  - Owner Approves Phase to Pay Contractor (Phase OH&P + Margin) Owner Prime Web/App Article Video  
  - Contractor Paid Phase OH&P
(less 3% transaction fee)		  -  Prime Web/App   Video  
                 
Secondary Project Actions        
    Add Additional Funds to a Project's Build Wallet Done By Sent To Access Article Video  
  - Add Funds to a Project's Build Wallet
(aka Construction Draws)		 L / O - Web/App Article Video  
               
  Monitor an Active Project            
  - Monitoring as a Contractor Prime  - Web/App   Video  
  - Monitoring as an Owner Owner  - Web/App   Video  
  - Monitoring as a Lender Lender  - Web/App   Video  
               
  Change Order to Owner            
  - A) Change Order - NEW Scope Prime Owner Web/App Article Video  
  - B) Change Order - Modify Existing Scope Prime Owner Web/App Article    
                 
  - Revise Change Order Owner Prime Web/App   Video  
  - Approve Change Order Owner Prime Web/App   Video  
                 
  Change Order to Prime            
  - Change Order - Existing SOV Item Sub Prime Web/App      
  - Revise Change Order Prime Sub Web/App      
  - Approve Change Order Prime Sub Web/App      
  - Approve to Pay (if Active)
(less 3% transaction fee)		  -  Sub Web/App      
                 
  3rd Party Inspections (Beta Testing)            
  - Order 3rd Party Inspections Lender Inspector Web      
  - Property Inspection
(% Complete, Notes, Photos)		 Inspector   Any
Phone		      
  - Review Inspection Lender  -  Web      
                 
                 
Project Closeout Done By Sent To Access Article Video  
  - Contract Closeout = All Phases 100% Complete Prime Owner Web      
  - Contractor Finished = Submit for Final Profit Payment Prime Owner Web/App      
  - Owner Approval to Pay Profit
(less 3% transaction fee)		  -  Prime Web/App      
  - Project Complete: Project's Build Wallet Balance Transfer Back to Owner Lender Owner Web/App Article Video  
  - Close Out & Archive Project Prime Owner Web/App      
  - Close Out & Archive Project Owner Lender Web/App