Feature Set

PROJECT CREATION

DONE BY

SENT TO

- Create A Project

- Build an SOV from Scratch

- Build an SOV from Template

- Activate a Project (One Time Fee)

- Invite Your Contractor

- Receiving a Contractor Link

- Rejecting a Bid Opportunity 

- Making a Bid on a Project

- Building in Overhead & Profit

- Submitting a Bid to an Owner

- Negotiating with Contractor

- Accepting a Contractors Bid

- Invite Your Lender

- Receiving a Lender Link

- Rejecting a Project

- Accepting a Project

 Owner 

-

 Owner 

-

 Owner 

-

 Owner 

-

Web

Article

Video

Tips/Tricks

Web

Article

Video

Tips/Tricks

Web

Article

Video

Tips/Tricks

Web

Article

Video

Tips/Tricks

 Owner 

 Contractor 

 Contractor 

-

 Contractor 

-

 Contractor 

-

 Contractor 

-

 Contractor 

 Owner 

 Owner 

 Contractor 

 Owner 

 Contractor 

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web /App

Article

Video

Tips/Tricks

Web /App

Article

Video

Tips/Tricks

Web /App

Article

Video

Tips/Tricks

Web /App

Article

Video

Tips/Tricks

Web /App

Article

Video

Tips/Tricks

Web /App

Article

Video

Tips/Tricks

 Owner 

 Lender 

 Owner 

-

 Lender 

 Owner 

 Lender 

 Owner 

Web

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

PRIMARY PROJECT ACTIONS

DONE BY

SENT TO

- Escrow Funds into SOV Line Items

    to START WORKFLOW

 Owner 

-

Web/App

Article

Video

Tips/Tricks

Issue a SOV Line Contracts 

- Create a Proposal

- Establish Payment Milestones

- Replying to a Proposal

 Contractor 

 Contractor 

 Sub/Mat 

 Sub/Mat 

 Sub/Mat 

 Contractor 

- Request a Bid

 Contractor 

- Replying to a Request for Bid

 Sub/Mat 

 Sub/Mat 

 Contractor 

Web

Web

Web/App

Article

Article

Video

Video

Tips/Tricks

Tips/Tricks

Article

Video

Tips/Tricks

Web

Web/App

Article

Article

Video

Video

Tips/Tricks

Tips/Tricks

- Accepting a Subcontractor

- Submitting an Invoice based on

   Contracted Payment Milestones

 Contractor 

 Sub/Mat 

 Sub/Mat 

 Contractor 

Web

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

- Respond to an Invoice

   (Work Outstanding)

 Contractor 

 Sub/Mat 

Web

Article

Video

Tips/Tricks

Tips/Tricks

- Approve Phase

   & Pay Contractor OH&P

- Paid Phase OH&P (less 3%)

 Owner 

 Contractor 

 - 

 Contractor 

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Monitoring an Active Project

- Monitoring as a Contractor

- Monitoring as a Owner

- Monitoring as a Lender

 Contractor 

 Owner 

 Lender 

-

-

-

Web/App

Web/App

Web/App

Article

Article

Video

Video

Tips/Tricks

Tips/Tricks

Article

Video

Tips/Tricks

SECONDARY ACTIONS

DONE BY

SENT TO

Change Orders to Owner

- Change Order - New SOV Item

 Contractor 

- Change Order - Existing SOV Item

 Contractor 

- Revise Change Order

- Approve Change Order

 Owner 

 Owner 

 Owner 

 Owner 

 Contractor 

 Contractor 

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Change Orders to Contractor

- Change Order - Existing SOV Item

 Sub/Mat 

- Revise Change Order

- Approve Change Order

- Paid for a Change Order (less 3%)

 Contractor 

 Contractor 

 - 

 Contractor 

 Sub/Mat 

 Sub/Mat 

 Sub/Mat 

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

3rd Party Property Inspections

- Order 3rd Party Inspection

- Property Inspection

- Review Inspection

 Lender 

Inspector

 Lender 

Inspector

-

-

Web

Article

Video

Tips/Tricks

Mobile Phone

Article

Video

Tips/Tricks

Web

Article

Video

Tips/Tricks

PROJECT CLOSE OUT

DONE BY

SENT TO

- SOV Close Out - All Phases

- Submit for Final Profit Payment

- Profit Payment (less 3%)

 Contractor 

 Contractor 

-

 Owner 

 Owner 

 Contractor 

Web

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

- Close Out & Archive a Project

- Close Out & Archive a Project

 Contractor 

 Owner 

 Owner 

 Lender 

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

- Project Complete:

   Balance Transferred Back to Owner

 Lender 

 Owner 

Web/App

Article

Video

Tips/Tricks

COMPANY WALLETS

DONE BY

SENT TO

- Deposit Into Company Wallet

 L / O / C 

- Withdraw Out of Company Wallet

ALL

 - 

 - 

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

 - Cash-Out Contractor's Wallet

 Contractor 

- Cash-Out Subcontractor's Wallet

 Sub 

- Cash-Out Material Provider's Wallet

 Material 

-

 - 

 - 

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks

Web/App

Article

Video

Tips/Tricks