HOMEBUILDER PORTAL: BUYER OPERATIONS
Discover the various buyer actions available in the Portal, including the diary, installments, selection packages, schedules, service calls, weather, chats, and more.
This section explains the HomeBuilder Portal's functionality available to homebuyers. It will explain the menu items available on the left-hand side. We can customize which elements described below are available to your customers.
Diary
When Homebuyers log into the Portal, they will see a Diary as part of the main menu. After clicking, a non-editable diary log is visible:
[image coming soon]
Under 'Home,' it is possible to see the same picture under Recent Pictures.
[image coming soon]
Installments
Installments reflect the payments that are posted in the Business Central HomeBuilder software your Developer is using:
[image coming soon]
Selection Packages
These are open or released Selection Packages from the HomeBuilder software, showing your choices:
[image coming soon]
Schedule
It is a schedule of tasks required for construction, if made available by your Developer:
[image coming soon]
Service
The service menu displays the list of Service calls. “New Service Calls” will allow you to log the issue. The system will send it directly to the homebuilder.
[image coming soon]
It can be retrieved in HomeBuilder (the software) under Inspections:
[image coming soon]
Weather
This is simply a history of weather and the forecast (highlighted below):
[image coming soon]
Chats
Chats can be started by accessing the Chats menu and clicking Start new Chat:
[image coming soon]
Or from the Home menu.
Chats can take place between the Homebuilder and all Buyers, or privately:
[image coming soon]
You can attach a file or take a picture with the camera. Once complete, click Post.