• How to Search Help Files
• Glossary Terms
• Introduction to HomeBuilder
• CFOs Overview
  • Getting Started with HomeBuilder
• HomeBuilder Install and Subscribe
  • Install from AppSource
  • HomeBuilder License Management
  • Functional Permissions and Roles
  • HomeBuilder Subscriptions
  • Stripe Subscription and Maintenance Fees
  • Uninstalling HomeBuilder Products
• For Admins
  • Updating to the Latest HomeBuilder Version
  • Copying Production Environment to a Sandbox
  • Creating a Template Company
  • Creating a New Company From a Template
• Implementing HomeBuilder
  • Setup Before Data
  • General Setup
  • Company Specific Setup
  • Implementation of Construction Items
    • Global Items vs. Local Items
  • Implementation of Color Charts
  • Data Migration
    • Sales Retainage Data Migration
• HomeBuilder Base Setup
  • HomeBuilder Setup Page
  • Standard Adjustment Journals
  • Lot Types
  • House Areas and Measurement Types
    • Managing Measurement Types
  • Universal vs Model House Area Costing
  • Key Date Categories
  • Key Dates
  • Inspections Setup Requirements
  • Global vs. Local Vendors
  • Task-Item-Invoice Linking
  • Other Setup Parameters
• Financial Setup
  • Cost Groups and Cost Details
  • Check Setup in HomeBuilder
  • Bank Rec Import and Co-Pilot AI
  • Setting Up Bank Deposits for Lot Installments
• Financial Operations
  • Bank Deposits for Lot Installments
  • Cash Receipt Journals
  • EFT Implementation and Processing
  • Ordering Cheques to Print With Homebuilder
  • Month- and Year-end HomeBuilder Processes
    • Non-Costruction Inventory Items
    • Month End Currency Revaluation
  • Adding a Non-Contract Item
  • 3 Journal Types
  • Work in Process (WIP) in HomeBuilder
    • WIP Percent of Completion Method
    • WIP Completed Contract Method
    • WIP Re-opening Completed Contract
  • Finance - Security Deposits
• Projects, Phases, Models and Lots
  • Phases
    • Phase Items
    • Phase Item Card
  • Models
    • Model Lot Types
    • Model House Areas and House Area Measurements
    • Model Items
    • Copy from another Model
  • Lots
    • Lot Card
    • Lot Customers and Contacts
    • Import Lot Purchasers
• Construction Catalogue
  • Construction Items
    • Construction Item Card
  • Construction Item Categories
    • Global Item Categories
  • Bundles in HomeBuilder
    • Example- Hardwood to Replace Carpet Requiring Trim to Be Added
  • Item Worksheet Manual
  • Upload Multiple Pictures to Items
  • Upload Multiple Pictures to Variants
• Budgets and Costs
  • Vendor Contracts
  • Payment Splits
  • Implementation and Update of Budgets
  • Budget Control
  • Lot Budgeting and Costing
    • Model Budget
    • Lot Budget
    • Lot Costing and Reports
• Site Planning and Operations
  • Construction Workflow Templates - Local and Global
  • Workflow Template Tasks
  • Scheduling and Task Operations
    • Lot Task Operations
    • Lot Workflows
    • Lot Vs. Phase Key Dates
    • Workflows and Tasks - an Entire Company
  • Planning
    • Site and Un-site the Model on the Lot
    • Lot Planning Lines
    • Phase Planning Lines
  • Vendor Work Orders
  • Managing Model Items, Budgets, VC, and Lot Planning Lines
• Purchasing
  • How Do I Setup My Purchasing
    • Purchasing Essentials
    • Work Order Vs. Purchase Order
    • Working with Work Orders
    • Managing Purchase Orders Instead of Work Orders
    • Vendor Emails per Report
  • Purchasing Using Vendor Contracts
  • Vendor Pay-to and Remit-to Codes
  • Ad-Hoc Purchasing
  • Purchase Progress Billing
  • Retainage (Holdbacks) Processing
• Lot Payments and Closing
  • Lot Installments
    • Processing NSF Check for Lot Installments
  • Adding a Lot Installment for Extras
  • Sales Status
  • Lot Closing
  • Closing Adjustments
• Selling
  • Populating Sales Lines from Planning Lines
  • Manual Entry
  • Sales Retainage Setup and Processing
• Upgrades and Extras
  • Creation of a Color Chart Selection
  • Lot Selection Packages
  • Lot Selection Choices
  • Color Selections (Phase)
• After-Sales and Warranty
  • Standardised Inspections Process
    • Recommended Inspections Flow (PDI, QA)
    • Recommended Inspections Flow (Ad Hoc)
  • Performing an Inspection
  • Inspection Card
    • Checklist
  • Service Issues, Work Orders
  • Inspections Vendor Emails
• Reporting and Regulatory
  • Lot Cost Summary
  • Global Closing Dates
  • Purchaser Contacts
  • Outstanding Deficiencies
  • Lot Date Analysis Views Setup
    • Lot Date Analysis Views Application
  • Lot Purchasers Reports
• Add-Ons
  • HomeBuilder Portal
    • HomeBuilder Portal Registration and Login
    • Configuring Portal Connection with BC
    • Admin Adds Users
    • Managing Operations
    • Managing Document Categories and Types
    • Contractor Registers in the Portal
    • Granting Permissions to Contractors
    • Contractor Works in the Portal
    • Inviting Customers to the Portal
    • Managing Homebuyers in the Portal
    • Portal Instructions for Homebuyers
  • SaleFish
• Localizations
  • Canada
    • Tarion Integration
      • After Installation
      • Tarion Setup
      • Staging Tables and Error Log
      • Tarion Data
    • T5018
      • T5018 Setup
      • T5018 Print
      • T5018 XML
• Release Notes