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  1. BuildWallet
  2. All Articles

All Articles

Overview

  • 5 User Types - Defined
  • Glossary of Terms

Project Creation

  • Owner - Create a New Project
  • Owner - Build Your Project's Schedule of Values (SOV) from Scratch
  • Owner - Build Your Project's Schedule of Values (SOV) from a Template
  • Owner - Activate a Project (One Time Fee)
  • Owner - Invite Your Team - Contractor
  • Contractor - Receiving a Contractor Link (Project Invitation)
See all 16 articles

Project Wallets

  • Owner - Initial Funds into a Project Wallet
  • Lender - Initial funds into a Project Wallet
  • Lender/Owner - Adding Additional Funds into your Project Wallet
  • Project Complete - Balance Transferred back to Owner

Project Actions - Primary

  • Owner - Escrow funds into the SOV Line Items to START WORKFLOW
  • Contractor - Issuing a Subcontract Proposal
  • Owner - Approve Phase & Pay Contractor OH&P (Less 3% Transaction Fee)

Project Actions - Secondary

  • Contractor - Change Order to an Owner - New SOV Item
  • Contractor - Change Order Modifying an Existing SOV Line Item

Project Close Out & Archive

  • Owner/Lender - Close Out & Archive Project + Transfer Build Wallet Balance back to Owner

Company Wallets

  • L/O/C - Deposit Money into Company Wallet
  • Withdrawing Funds Out of Company Wallet

Misc.

  • SOV Line Item Status Indicators
  • Owners SOV Indicators - What they Mean?
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