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Builder Stack

 
The Builder Stack is where you'll find quick access to builder contact information, floor plan profiles, settings and the new Active Lot Summary. Each of your builders is displayed as an item in the stack.
 
Builder Stack
1

Builder Stack Item

1. Builder Stack Item
Each builder added to your account is displayed as an item in the Builder Stack. Click over the item to expand for additional information.
2

Builder Contact

2. Builder Contact
This is the person setup as contact for a builder. Click over the item to expand for additional information.
3

Active/Inactive Tabs

3. Active/Inactive Tabs
Select the Active or Inactive tabs to display relevant builders on each. When a builder is deactivated it will appear on the Inactive tab. A builder can be set to active or inactive from the builder's Action menu.
4

Action Links

4. Action Links
Beneath the builder name the builder action links.
  • Select the pencil & protractor icon to open the floor plan profiles for the builder.
  • Select the menu icon to open the builder's Action menu.
5

Builder Logo Tile

5. Builder Logo Tile
The builder logo tile displays the builder's logo if one has been set. Click over the tile to set or upload a logo image.
6

Builder Profile Information

6. Builder Profile Information
This area displays any contact information that has been entered for the builder. The information can be updated by clicking the pencil icon above it or by opening the builder's Action menu.
7

Active Lot Summary Chart

7. Active Lot Summary Chart
This chart will be displayed when the builder has one or more active lots with a status other than a final status such as "Sold". Clicking over the bars in the chart will open a report containing the relevant lots.