Reading a Commercial Project Record
One project record holds the jobs, overview, budget, documents and workflow for a commercial project.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Commercial inspections
Quick Reference
Search for the project and click its name.
Use the tabs: Jobs, Overview, Budget, Documents, System and Workflow.
Click Edit on Project Info, Parties & Contacts or Address to change that block.
Check the Notifications badge beside the address.
Before You Start
You can log in to the Ordering Engine.
The project exists. Add Project in the top bar starts a new one.
Step 1 — Open the Project
One page for the whole project
A project record keeps its jobs, overview, budget, documents and workflow on one page. Click a tab to move between them. Residential and commercial projects live in the same account, and Project Class tells you which one you are in.
Step 2 — Read the Overview
Project Info
Project Info shows the Project Name, Project Stage, Project ID, Project Type, Loan ID, Project Class and Project Description.
Parties & Contacts
Parties & Contacts holds the borrower name, email and ID, and the contractor name and email.
Address
Address holds the street, the city and state, and the ZIP code. Each of the three blocks has its own Edit control, so you change one block without touching the others.
Step 3 — Know the Commercial Details
The property, described
Commercial projects carry the property's own details: property type, occupancy status, floors, rooms, buildings, site area, gross building area, building components and original construction date. You see them in an inspection's quick view and on the report.
Step 4 — Check the Header
Notifications badge
The badge beside the address reads Notifications: On when email notifications are set up for the project, and Notifications: Not configured when they are not.
Deactivate
Deactivate makes the project inactive. It stays in your account, marked inactive.
Deactivate does not delete the project or its inspections.
Tips
DO
- •Confirm Project Class reads Commercial before you order.
- •Keep the borrower and contractor emails current: notification emails use them.
- •Fill in the Project Description so a new teammate can read the job at a glance.
WATCH FOR
- •Edit changes one block at a time. Save each block before you open the next.
- •A deactivated project is inactive, not gone.
Troubleshooting
Commercial draw workflow
- Read the commercial project record (this guide)
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