| 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 | ||||
User Guide - Contractor Action Set
Jake Harris
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