How to Set Up a New Home in Builder Signal
This guide will help you, as an admin, set up new homes in Builder Signal so your builder users can start sending updates to homeowners.
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Step-by-Step Instructions:
- Log into Builder Signal as an Admin
Ensure you’re logged into the system with your admin credentials. - Navigate to the Home Setup Page
Once logged in, go to the “Homes” section from the dashboard menu. - Click ‘Add New Home’
In the Homes section, you’ll see an option to add a new home. Click the “Add New Home” button. - Enter Home Details
Fill in the necessary information about the home:
•Home Address
•Homeowner’s Contact Information
•Builder User Assigned to the Home (e.g., the construction manager or sales agent responsible for updates) - Assign the Homeowner to the Home
Input the homeowner’s email address and link them to the home in the system. This will ensure they receive email notifications once updates are sent. - Review and Confirm
Double-check all the information you’ve entered. Make sure the builder user and homeowner details are correct before confirming the new home entry. - Save and Finish
Click “Save” to complete the setup process. The home will now be added to the system, and builder users can start sending updates.
Common Issues:
- Can’t Find the ‘Add New Home’ Button?
Make sure you have the correct admin permissions. Only admins are allowed to add new homes. - Incorrect Email Address?
If you input the wrong email for the homeowner, they won’t receive notifications. Double-check all contact details before saving.
Next Steps:
Once the home is set up, builder users can start sending updates. Learn more about how to send photo updates in our article: “How to Send Updates and Photos in Builder Signal”