User Guide - Contractor Action Set

User Setup            
  Sign Up & Verify (User + Business) Done By Sent To Access Article Video  
  - Sign up as a Contractor Prime  - Web Article Video  
  - Dual Role
Contractor + Subcontractor
P / S  - Web      
                 
  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            
  Invite Your Team Done By Sent To Access Article Video  
  - 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  
                 
                 
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  
                 
  Issue Subcontracts (w/Payment 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 & Prime Approval = AutoPay to Sub Done By Sent To Access Article Video  
  - Submitting a Invoice on Payment Milestones Sub Prime Web/App   Video  
  - Responding to an Invoice
(Punch- List / Work Outstanding)
Prime Sub Web   Video  
  - Respond to a Change Request Sub Prime Web   Video  
  - Approve & Pay a Milestone Invoice Prime Sub Web   Video  
  - Milestone Invoice Paid
(less 3% transaction fee)
- Sub Web/App   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  
  - Prime Contractor Paid Phase OH&P
(less 3% transaction fee)
 -  Prime Web/App   Video  
                 
  Monitor an Active Project Done By Sent To Access Article Video  
  - Monitoring as Prime Contractor Prime  - 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  
                 
  Change Order to Prime Done By Sent To Access Article Video  
  - Change Order - Existing SOV Item Sub Prime Web/App      
  - Revise Change Order Prime Sub Web/App      
  - Approve Change Order Prime Sub Web/App      
  - Approval = AutoPay (if Active)
(less 3% transaction fee)
 -  Sub Web/App      
                 
                 
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      
  - Owner Approval = AutoPay Profit
(less 3% transaction fee)
 -  Prime Web/App      
  - Close Out & Archive Project Prime Owner Web/App      
                 

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