Knowledge base

General Navigation (2)

Help Library (7)

• Accessing Help Documentation
• General Navigation
• Initial HBS Login

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FAQs (1)

• Can I set the bookmarks to whatever I want?

Projects (2)

Help Library (9)

• About Projects
• Adding a Project Option to a Project
• Creating a New Project

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FAQs (3)

• What are the origin and status fields used for on the contract tab of the project?
• What is the file size limit in HBS?
• Why is my project not showing in the content panel after I've saved it?

Work Orders (2)

Help Library (11)

• About Work Orders
• Adding Billing Items to a Work Order
• Completing a Takeoff

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FAQs (1)

• What is a work order?

Scheduling (2)

Help Library (3)

• About the Schedule
• Updating the Schedule
• Viewing the Schedule

FAQs (1)

• Is there a reason my work orders have stopped displaying on the schedule?

Checklist (2)

Help Library (2)

• Updating the Checklist
• Viewing the Checklist

FAQs (1)

• What do the red triangles next to a checklist item mean?

Snapshot (2)

Help Library (1)

• Viewing the Snapshot

FAQs (1)

• What do the percentages represent on the snapshot view?

Tasks (2)

Help Library (7)

• About Tasks
• Creating a New Task
• Creating a New Task Query

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FAQs (1)

• Who can a task be assigned to?

Modeling (2)

Help Library (11)

• About Models
• Adding a Model Work Order Restriction
• Adding a Work Order to a Model

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FAQs (1)

• Where can I use the models?

Purchasing (2)

Help Library (31)

• About Billing Items
• Accepting a Bid Request
• Applying a Back Charge to a Payment

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FAQs (1)

• What happens if there are no scheduled payments on a Purchase Order?

Warranty (2)

Help Library (2)

• Creating a Warranty Claim
• Putting a Project into Warranty

FAQs (1)

• Where can I track the warranty expiration date?

Customers (2)

Help Library (27)

• Creating a New Customer
• Updating an Existing Customer
• Deleting an Existing Customer

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FAQs (1)

• Where can customers make their selections?

Reporting (2)

Help Library (9)

• About the Heartbeat
• Closing Schedule Field Definitions
• Gross Per Start Date Field Definitions

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FAQs (1)

• Is there a report that will track budget vs actuals?

Internal Admin (2)

Help Library (20)

• About Business Units
• Billing Item Data Collection
• Business Unit Data Collection

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FAQs (1)

• How do you add a vendor user?

Onboarding (1)

Onboarding Toolkit (23)

• Welcome
• Company Setup Call - Preparation
• Company Setup Call

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Vendors (1)

Help Library (1)

• Vendor Onboarding

Integrations (1)

Help Library (1)

• HBS and QuickBooks Online Integration

Process Flows (1)

Help Library (2)

• HBS Process Flow for Custom Builders
• HBS Process Flow for Production Builders

Preconstruction (1)

Help Library (3)

• Creating a New Lot
• Updating an Existing Lot
• Deleting an Existing Lot