| 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 | ||||
User Guide - All User Actions
Jake Harris
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