Property Onboarding - Flip

Update Opportunity Board

  • Go to Opportunity Board > Home Activity Board

  • Drag Property from column (Long-term Rental, Short-term Rental, or Flip) to bottom of screen to Won status

Update Job

  • Go to Buildertrend

  • Update Job Information Screen

    • Set Actual Start Date to Date work will be starting

  • Review Project Schedule and Adjust Start Date to agreed upon Start Date