Purchasing
- Homeowner Change Orders
- Lien Waivers
- Reversing a Bill
- Trade Billing
- Change Log Process for BOOL Personalization
- Deposits on Trade Commitments (POs)
- Change Log
- Impersonating a Trade Partner in the Portal
- Scheduling with a Trade Partner
- Click To Pay Overview
- Applying a ReadyPlan Template to a Project
- Budget Reallocation
- Approvals for Change Events
- Issuing a Back Charge
- Cost Schedule Mapping (Cost Allocation)
- Allocate Trade Expenses
- Manage Trade Partners
- Creating a Trade Commitment or Purchase Orders
- Add Specs & Selections from a Template
- Voiding and Reissuing POs Generated from Development Contracts
- Adding Line Items to Specs & Selections
- Creating a Change Order to a Trade Commitment (VPO)
- Issuing a Vendor Credit
- Creating a ReadyPlan Template
- Deleting a Trade Commitment
- Understanding the Project Budget
- Ensure Project Specifications are Accurate
- Creating a Development Contract
- Creating a Change Event