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 (11)

• About Project Options
• About Projects
• Adding a Project Option to a 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 (3)

• How can I change or add Classifications
• How do I know which Classification to assign to a Work Order if there isn't a one-to-one match?
• What is a work order?

Scheduling (2)

Help Library (4)

• About the Schedule
• Updating the Schedule
• Updating the Schedule on Multiple Projects

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FAQs (1)

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

Checklist (2)

Help Library (3)

• About the Checklist
• Updating the Checklist
• Viewing the Checklist

FAQs (3)

• What do the red triangles next to a checklist item mean?
• What does the Checklist status of Missing Selections mean?
• Should I leave Checklist items if I'm not ready to take action on them yet?

Snapshot (2)

Help Library (1)

• Viewing the Snapshot

FAQs (2)

• Is the house that is displayed on the Snapshot customizable?
• 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 (12)

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

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FAQs (4)

• How do I change the restriction type between Work Orders on my Model Workflow tab
• Updating the Model vs. the Project
• What does FS and SS stand for and how should I use lag time?

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Purchasing (2)

Help Library (44)

• About Back Charges
• About Bid Requests
• About Billing Items

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FAQs (2)

• What happens if there are no scheduled payments on a Purchase Order?
• When should I use Payment Adjustments vs. PO Addendum?

Warranty (2)

Help Library (3)

• About Warranty
• Creating a Warranty Claim
• Putting a Project into Warranty

FAQs (1)

• Where can I track the warranty expiration date?

Customers (2)

Help Library (31)

• 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 (2)

• How do you add a vendor user?
• When I'm setting up my Bid Required Days and PO Approval Days, do those numbers get added together?

Onboarding (2)

Onboarding Toolkit (6)

• Welcome
• High Level Review
• Working Sessions

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Training (3)

• HBS Session 1 Training
• HBS Session 2 Training
• HBS Session 3 Training

Vendors (1)

Help Library (1)

• Vendor Onboarding

Integrations (1)

Help Library (6)

• HBS and QuickBooks Online Integration
• Setting up the QuickBooks Online Integration
• Adding an Accounts Payable Account to a Vendor

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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

Admin Info (1)

Release Notes (5)

• Issues and Resolutions
• New Client Model Template
• Fixes & Features: November 2025 Edition

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Mobile App (1)

Help Library (2)

• Using the Mobile App
• About the Mobile App

Version History (1)

Full version history of system changes release notes

Version History (1)

• Version History

Monthly Skill Sessions (1)

Monthly Skill Sessions (3)

• The Power of the Checklist (1/15/2026)
• Maximizing Milestones (2/26/2026)
• Heartbeat Reports with Mark Dunaway

Bid Requests (1)

FAQs (3)

• When sending a bid request, does the bidder need to be a user in the system to respond?
• If I accept a bidders pricing, does that award them the work?
• Will the system remind me when it's time to send out bid requests for Work Orders?