Feature Set

PROJECT CREATION

DONE BY

SENT TO

- Build an SOV from Scratch

- 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

- Receiving a Lender Link

- Rejecting a Project

- Accepting a Project

 Owner 

-

 Owner 

-

 Owner 

-

 Owner 

-

Web

Tips/Tricks

Web

Tips/Tricks

Web

Tips/Tricks

Web

Tips/Tricks

 Owner 

 Contractor 

 Contractor 

-

 Contractor 

-

 Contractor 

-

 Contractor 

-

 Contractor 

 Owner 

 Owner 

 Contractor 

 Owner 

 Contractor 

Web/App

Tips/Tricks

Web/App

Tips/Tricks

Web /App

Tips/Tricks

Web /App

Tips/Tricks

Web /App

Tips/Tricks

Web /App

Tips/Tricks

Web /App

Tips/Tricks

Web /App

Tips/Tricks

 Owner 

 Lender 

 Owner 

-

 Lender 

 Owner 

 Lender 

 Owner 

Web

Tips/Tricks

Web/App

Tips/Tricks

Web/App

Tips/Tricks

Web/App

Tips/Tricks

PRIMARY PROJECT ACTIONS

DONE BY

SENT TO

 Owner 

-

Web/App

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

Tips/Tricks

Tips/Tricks

Article

Tips/Tricks

Web

Web/App

Article

Article

Tips/Tricks

Tips/Tricks

- Accepting a Subcontractor

- Submitting an Invoice based on

   Contracted Payment Milestones

 Contractor 

 Sub/Mat 

 Sub/Mat 

 Contractor 

Web

Article

Tips/Tricks

Web/App

Article

Tips/Tricks

- Respond to an Invoice

   (Work Outstanding)

 Contractor 

 Sub/Mat 

Web

Article

Tips/Tricks

Tips/Tricks

- Respond to Change Request

 Sub/Mat 

 Contractor 

Web

Article

Tips/Tricks

- Approve & Pay an Invoice

 Contractor 

 Sub/Mat 

Web

Article

- Invoice Paid (less 3%)

-

 Sub/Mat 

Web

Article

Tips/Tricks

- Completing a Phase & Submit

 Contractor 

 Owner 

Web/App

Article

Tips/Tricks

- Paid Phase OH&P (less 3%)

 Owner 

 Contractor 

 - 

 Contractor 

Web/App

Tips/Tricks

Web/App

Article

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

Tips/Tricks

Tips/Tricks

Article

Tips/Tricks

SECONDARY ACTIONS

DONE BY

SENT TO

Change Orders to Owner

 Contractor 

 Contractor 

- Revise Change Order

- Approve Change Order

 Owner 

 Owner 

 Owner 

 Owner 

 Contractor 

 Contractor 

Web/App

Tips/Tricks

Web/App

Video

Tips/Tricks

Web/App

Article

Tips/Tricks

Web/App

Article

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

 Lender 

 Owner 

Web/App

Tips/Tricks

COMPANY WALLETS

DONE BY

SENT TO

 L / O / C 

ALL

 - 

 - 

Web/App

Tips/Tricks

Web/App

Tips/Tricks

 - Cash-Out Contractor's Wallet

 Contractor 

- Cash-Out Subcontractor's Wallet

 Sub 

- Cash-Out Material Provider's Wallet

 Material 

-

 - 

 - 

Web/App

Article

Tips/Tricks

Web/App

Article

Tips/Tricks

Web/App

Article

Video

Tips/Tricks