How to Make an Update Using a Template
For Users responsible for making construction updates.
Step-by-Step Instructions:
- Log into Builder Signal
Ensure you’re logged into the system with your credentials. - Navigate to the "Homes" Dashboard
Click "Homes" in the top header menu. - Choose a Home to Update
Select the home and choose "Post an Update" from the "Actions" menu. - Select a Template
Open the Template Library and choose the Building Phase you're in. Expand the Phase to view the available templates and locate the one that best fits your update. Select "Use This Template" and it will populate the Description field. - Personalize Your Description
Add your customer name(s), customize and format the content, and use the spellchecker to ensure accuracy.