Deep Dive Session 5 - Preparation

In the Deep Dive Session 5, we will continue reviewing additional functionality within HBS. We will review Change Orders, Back Charges, Warranty, Customer Portal, and Customer Selections.  We encourage you to review and complete each step below prior to the Deep Dive Session 5. 

Step 1: Change Orders

Change orders are necessary to track needed changes after the purchase agreement has been signed.  Change orders in HBS are made up of project options that define the details and scope of the change.   A printable view is available to show the customer the details of the change order along with the additional costs.

Learn more about Change Orders here:   

• Creating a Change Order
• Updating an Existing Change Order
• Deleting an Existing Change Order

Step 2: Back Charges

Back charges track amounts owed by a vendor, along with relevant details for each charge. When making a payment, you’ll be prompted to apply any existing back charges for that vendor. 

Learn more about Back Charges here:

• Creating a Back Charge
• Deleting a Back Charge
• Applying a Back Charge to a Payment

Step 3: Warranty

The Warranty section allows you to manage completed projects that are currently under warranty, including customer information and any associated warranty claims. 

Learn more about Warranties here:

• Putting a Project into Warranty
• Creating a Warranty Claim

Step 4: Customer Portal

The Customer Portal enables you to share key milestones, activity updates, required tasks, documents, and photos related to the homeowner’s project. You control what information is visible to the customer, and the portal can also serve as a communication tool throughout the project. 

Learn more about Customer Portal here:

• Creating a New Customer
• Updating an Existing Customer
• Deleting an Existing Customer
• Adding a New Activity
• Updating an Existing Activity
• Deleting an Existing Activity
• Creating a Customer Milestone
• Updating a Customer Milestone
• Deleting a Customer Milestone
• Add a New Customer Contact
• Updating an Existing Customer Contact
• Deleting an Existing Customer Contact
• Viewing the Customer Portal Preview

Step 5: Customer Selections

The customer selection section in HBS allows you to build out customer catalogs that consist of a library of all of the available selection options.  There are also project packages that allow you to group together selection options and apply that project package to a project.  The customer will choose from the project package their selections.

Learn more about Customer Selections here:

• Creating a Customer Catalog
• Updating a Customer Catalog
• Deleting a Customer Catalog
• Creating a Project Package
• Updating a Project Package
• Deleting a Project Package
• Adding a Project Package to a Project
• Deleting a Project Package from a Project