Platform

The whole finishing operation, on one thread.

Five core modules follow the lot through its life. Everything links back to the lot — so status questions answer themselves.

01 · Lots

The lot register

Every community, every lot, every status — from the day the plat records to the day the buyer moves in. The lot detail page is where the whole thread converges: selections, orders, schedule, and service history for one home, on one screen.

  • Communities and lots with plan, elevation, premium, and stage
  • Status roll-ups that feed the dashboard and reports
  • Lineage view: everything that ever happened to the lot
  • Filters by community, builder, status, and date
Cholla Ridge64 lots
Available
14
In selections
19
In production
21
Closed
10
02 · Design Studio

Selections, priced live

The designer sits with a buyer and builds the finish package room by room. Quantities come from plan dimensions in the right units — carpet by the yard, tile by the foot — every finish category carries its own unit of measure, waste factored in.

  • Plans library with room dimensions and builder allowances
  • Live running total vs. allowance, color-coded
  • Net-option logic: upgrades show the true net, not gross
  • Distinct color-selection step with its own deadlines
  • What-if scenarios compared side by side
  • Signable buyer contract generated from the session
Session · LOT 120Kitchen
Cabinets · Shaker Slate+$3,120
Flooring · Oak LVP+$2,660
Hardware · Custom pullsPrice req.
Color selections2 pending
03 · Orders

From approved to ordered in one step

Generate purchase orders from finalized selections and approved quotes — split by supplier, numbered, and linked back to the lot. When a buyer changes their mind after a PO exists, raise the change order and keep the full history.

  • PO generation in one step, split by supplier
  • Price requests and versioned quotes ahead of the order
  • Change orders with full lineage per lot and supplier
  • Statuses: draft → issued → acknowledged → received
Order registerThis week
PO-2214 · Shaw · LOT 118Issued
PO-2215 · Mohawk · LOT 118Pending
PO-2216 · Cabinets · LOT 119Ack'd
CO-118-02 · Change orderReview
04 · Scheduling

Deliveries and installs, coordinated

The install board runs crews, trucks, and trailers on one calendar tied to real lots and real materials. Build working schedules from master templates; when a task slips, recalculate everything downstream — including the option cutoffs on selections.

  • Calendar and list views by crew, truck, and trailer
  • Reusable master schedules with milestone tasks
  • Recalculate downstream dates after a slip
  • Construction-stage cutoffs checked on selections
  • Conflict surfacing for double-booked crews
Install board · Wk 293 crews
Mon · LOT 118 · FlooringCrew A
Wed · Trailer 2 · Load-out7:00a
Thu · LOT 119 · CabinetsCrew B
Drywall slip → 6 dates recalcedDone
05 · Service & QA

After close, still on record

Walkthroughs, punch items, and warranty requests become work orders to subs and service reps — tracked to completion with aging reports. Callback data feeds back into who you hire for the next community.

  • Walkthrough capture and service requests per home
  • Work orders generated and tracked to completion
  • Aging by sub and rep — see what's outstanding
  • Subcontractor performance and callback analysis
Work ordersAging
WO-88 · Grout touch-up3 days
WO-89 · Door adjust1 day
Sub callbacks · Q2
−64%
Access & permissions

Scoped by design, not by trust

Every seat sees its own slice. Permissions are set per module — none, view, or edit — with role templates for one-click setup.

Platform admin

The all-clients console: click into any workspace, view as the client sees it, provision new clients, and manage invites.

Client admin & team

Invite employees and assign a module × permission matrix. Nav hides what's off-limits; edit controls vanish where view-only.

Builder portal

Builders are invited by email and log in scoped to their own lots — read-only, internal financials hidden, revocable anytime.

Field

Phone-first: today's jobs, lot details, materials, photo capture, and completion — built for a truck cab, not a desk.

And everything around it

The supporting cast

Catalog & price book

One source of truth for products, costs, allowances, and selling prices — with markup-vs-margin tools and builder-program availability by neighborhood and plan.

Work queues & documents

What needs doing, by whom, today — plus contracts, quotes, and POs generated from templates and stored where the lot lives.

Reports

Lot profit analysis, ordered recaps, budget vs. actual, work-order aging — interactive, filterable, exportable. Not static dumps.

See it on your own communities

A demo with your plans, your allowances, and your builders — not sample data.