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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)

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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?