| User Setup | ||||||||
| Sign Up & Verify (User + Business) | Done By | Sent To | Access | Article | Video | |||
| - | Sign up as an Owner | Owner | - | Web | Article | Video | ||
| - | Dual Role Owner + Prime Contractor |
O / P | - | Web | Article | Video | Pro Tip | |
| Setup & Activate User Wallet | Done By | Sent To | Access | Article | Video | |||
| - | 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 | ||
| Project Setup | ||||||||
| Draft a New Project | 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 Your Project (One Time Fee - paid by Owner) |
Owner | - | Web | Article | Video | ||
| Invite Your Team | Done By | Sent To | Access | Article | Video | |||
| - | Invite Your Prime Contractor | Owner | 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 | ||
| Setup Your Project's Build Wallet | Done By | Sent To | Access | Article | Video | |||
| - | A) Initial Funding for a Project | Owner | - | Web/App | Article | Video | ||
| Primary Project Actions | ||||||||
| Escrow Funds for Subcontracts | Done By | Sent To | Access | Article | Video | |||
| - | Escrow Funds into Subcontracts - START OF WORKFLOW |
Owner | - | Web/App | Article | Video | ||
| Phase Completion & Owner Approval = AutoPay to Prime | Done By | Sent To | Access | Article | Video | |||
| - | Completing a Phase & Submit for Owner Approval |
Prime | Owner | Web/App | Video | |||
| - | Owner Approves Phase = AutoPay Prime Contractor (Phase OH&P + Margin) | Owner | Prime | Web/App | Article | Video | ||
| Adding 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 | Done By | Sent To | Access | Article | Video | |||
| - | Monitoring as Owner | Owner | - | Web/App | Video | |||
| Secondary Project Actions | ||||||||
| Change Order to Owner | Done By | Sent To | Access | Article | Video | |||
| - | 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 | |||
| Project Closeout | Done By | Sent To | Access | Article | Video | |||
| - | Prime Contract Closeout = All Phases 100% Complete | Prime | Owner | Web | ||||
| - | Prime Contractor Finished = Submit for Final Profit Payment | Prime | Owner | 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 - Owner Action Set
Jake Harris
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