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How to Make an Update Using a Template

For Users responsible for making construction updates. 

Step-by-Step Instructions:

 

 

  1. Log into Builder Signal
    Ensure you’re logged into the system with your credentials.
  2. Navigate to the "Homes" Dashboard
    Click "Homes" in the top header menu.
  3. Choose a Home to Update
    Select the home and choose "Post an Update" from the "Actions" menu.
  4. 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. 
  5. Personalize Your Description
    Add your customer name(s), customize and format the content, and use the spellchecker to ensure accuracy.