Setup Homebuyer Homepage

Tasks

Steps

Manage Company Contacts

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Navigation Path

Admin > Projects > Project Setting> Homebuyer Homepage > Manage Company Contacts

Notes

The default list of all Your Company Contacts is populated with all project participants.

Steps

1. Select Manage Company Contacts link
2. To add contacts, select the Unassociated tab then select the checkboxes to designate which individual(s) you want to Include on Homebuyer's Contact List.  Those checked will appear on the homebuyer homepage.  Note: Any contact designated as the primary contact will automatically be included on the homebuyer's checklist.  The checkbox is marked automatically when Update is selected.
3. To add a contact not included in the list, select Add Company Contact link.
1. Use text fields to enter required and optional information.
2. Select Save to save contact information and return to the Unassociated Tab.  
3. Select contact from Unassociated Tab to also add the contact to the list of available contacts.
4. Select the Update button

Create Checklist

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Navigation Path

Admin > Projects > Project Settings > Homebuyer Homepage > Checklist

Notes

Use to create a checklist the homebuyer can reference through the sales and construction processes.  The user can create a checklist "from scratch" or can import an existing checklist from another project.

Add Checklist Items

Use this to create a new checklist or add items to an existing or imported checklist.

1. Select Add Checklist Item
2. Use the text fields to enter Checklist Item and Category
1. List Order.  This required field sets the sequence in which checklist items will appear on the homebuyer's homepage screen.
2. Category.  This optional field groups one or more tasks under a common category.  These are builder-defined and may include such categories as Contract, Selections, Financial, Settlement, and Inspections.
3. Select Save to add the item to the checklist.
4. Repeat steps 1 through 3 for additional checklist items.
5. As appropriate, select the checkbox(es) to remove one or more items from the checklist.  Select Save Info to remove the checked items from the checklist.

Import an Existing Checklist

Use this when one or more projects have existing checklists.  All items from the existing checklist will import into the currently selected project.  Note: The imported checklist will override any existing checklist items in the current project.

1. Select the Import Checklist From Project link
2. Select the radio button for the desired project
3. Select Update to process the import and return to the Checklist screen.

Set Permissions

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Navigation Path

Admin > Projects > Project Settings > Homebuyer Homepage > Permissions

Notes

Use this to set what the homebuyer will view when logging on to their homebuyer homepage.

Steps

1. In the Schedule Permissions section, select the desired radio button.
1. Complete Schedule.  This default setting is a phase-plus-tasks view of the construction schedule.  
2. Phase.  A phase-only view of the construction schedule.
3. Projected Completion Date.  The construction projected completion date.
4. None.  No view of the schedule.  Note: As the default setting is the complete schedule, the user must select this if they want no schedule offered as an option for individual homebuyer homepages.
2. For the ability to submit NSO (Non Standard Options) select either Allowed or Not Allowed
3. Homebuyer access to online Customer Service Request System select Allow to provide the ability for homebuyers to submit service requests via individual homebuyer homepages.
4. To display the Settlement Date to the homebuyer, select Yes.
5. Select what version of the Sales Price to display; either Base & Lot Premium separately or Base & Lot Premium together . The second selection would combine the Base price and Lot premium into the Base Price line and not display the lot premium line at all.
6. Select Save to save any changes made to this screen.

Builder Website Integration

Do you want to integrate the homeowner login with your existing website? These steps are completed by the company's webmaster.

Steps

1. Create a Homebuyer Homepage login page on your web site.  See sample code here.  
2. The page needs to have username and password text fields and include your BuildTopia company id, directed to "https://app.buildtopia.com/english_exec/blogin".

NOTE:  If you do not open a new browser window, the user will need to lower their cookie settings to accept third party cookies.