GuideYour houses
A house's home page
One page that shows where the house stands: its stage, how the job is going, key dates, today's work, and what's stuck.
- Where it is
- A house › This house › Home
Home is the page to open when someone asks “how's Maple going?” It pulls the answer together from the rest of the house.
Example
1418 Maple Avenue
Ashland, VA 23005 · Fix and flip · Owned / rehab
3 bed · 2 bath · 1,520 sq ft · built 1958
At risk Waiting on the electrical inspection; rescheduled for Thursday.
The header
The cover photo, the address, the strategy and stage, and the facts (beds, baths, square feet, year built). Below it, the stage bar shows Leads, Active, and Portfolio with the house's current stage marked. Owners and admins can click a stage to move the house there.
Status: how the job is going
Status is separate from the stage. The stage says where the house is; the status says whether it's going well.
- Step 1: Choose Update status.
- Step 2: Pick On track, At risk, or Delayed.
- Step 3: Under What's happening, write a line, such as “Waiting on the electrical inspection; rescheduled for Thursday.”
- Step 4: Choose Save status.
Everyone on the house is notified. Team members can update the status too, which makes it a quick way for a crew lead to raise a flag.
Key dates
Purchase closes and Sale closes come from Edit property. Rehab starts and Rehab finishes are read from the schedule: the earliest task start and the latest task due date on the board.
Below those, the house's own upcoming events are listed: the inspection, the appraisal, the open house. Add a date opens a new calendar event for this house.
Quick links
Keep up to four links one tap away: the listing, the shared folder, the county record. Choose Add links, type a Name, paste the Link, and choose Save links.
The deal
Owners and admins see five figures: Purchase price, ARV estimate, Hold cost, Selling costs, and Target profit. A missing one shows an Add link and the note “projected profit is incomplete.”
Edit property
Edit property opens the settings that drive the numbers:
| Field | What it does |
|---|---|
| Status | The house's stage. Sold needs a sale price. |
| Strategy, Lead source | How the house is labelled on the portfolio and dashboards |
| Purchase price, Purchase close date | The purchase, and the first key date |
| Financing | Cash, HELOC, or Hard money. Shown on the lender report. |
| ARV estimate, Target profit | The same figures as on Analysis |
| Contingency % | The reserve added on top of the budget lines |
| Holding months, Projected hold cost | How long you'll own it, and what that costs besides the loan |
| Selling cost estimate | Agent fees, closing costs, and concessions |
| Sale price, Sale close date | Filled in when it sells |
| Jurisdiction notes | Which building department and zoning office cover the house |
Today's work, who's on site, and blockers
- Today's work lists up to five tasks that are overdue or due today, yours first.
- Who on site lists the contractors with a task due today, and warns if one's insurance has expired or is about to.
- Blockers lists the tasks sitting in the Blocked column.
On the example, Blockers shows “Electrical rough-in inspection.” That's a good reason to set the status to At risk.
Notes, updates, and recent activity
Notes and updates shows the house's pinned note (the lockbox code, the alarm, the neighbour's name) and the latest dated update. Open updates takes you to Updates, where both are written.
Recent activity shows the last ten things that happened: expenses, budget changes, finished tasks.
The cover photo
The first photo you add to a house becomes its cover. To change it, open Photos and choose Set as cover under another one.