Builder Portal Overview

Overview

The BlueClerk Builder Portal is designed specifically for home builders managing new construction across multiple subdivisions. Track construction phases, coordinate with contractors, manage homeowner handoffs, and maintain detailed property records including equipment and floor plans - all in one place.

Accessing the Builder Portal

1. Log in with your builder account credentials
2. You'll land on the Builder Dashboard at /builder/dashboard
3. Use the sidebar navigation to access different sections

Dashboard Overview

Your dashboard shows key metrics at a glance:

• Active Subdivisions - Number of developments you're managing
• Total Properties - Homes across all subdivisions
• Phase Status Counts - Construction phases by status (Not Started, In Progress, Completed, Skipped)
• Pending Assignments - Contractor assignments awaiting acceptance
• Recent Activity - Latest phase updates across your properties

Managing Properties

Adding a Property

1. Go to Builder > Properties in the sidebar
2. Click "Add Property"
3. Fill in property details:
   • Address: Street address
   • City: Property city
   • State: State abbreviation (defaults to TX)
   • ZIP: Postal code
   • Lot: Lot number or identifier
   • Plan Name: Optional plan name reference
   • Homeowner Email: Owner contact (optional)
   • Subdivision: Select from your subdivisions or leave blank for standalone properties
   • Plan: Select an uploaded plan to link (optional - see Linking Plans below)

Linking Plans to Properties

When creating a property, you can link one of your uploaded architectural plans:

1. In the Add Property dialog, scroll to the Plan dropdown
2. Select a plan from your uploaded plans list
3. Plan data automatically links - square footage and AI-extracted metadata become available to contractors
4. No cost to link - plans are your own uploads, not marketplace purchases
5. Properties table shows linked plan name for easy reference

Why link plans?

• Contractors see plan details when bidding warranty work
• Square footage and room counts are automatically available
• Streamlines communication with your trade partners

Properties Table

The properties table shows:

• Address - Property location
• City - Property city
• Subdivision - Associated development (or "Standalone")
• Linked Plan - Name of linked architectural plan (if any)
• Actions - View details, edit, or delete

Navigation Sections

Dashboard

Overview of metrics, phase counts, and recent activity

Subdivisions

Manage your developments and their properties

Properties

View all properties across subdivisions, add new properties, link plans

Construction Phases

Track progress of construction milestones

Job Requests

Create and manage warranty work requests

Marketplace

Upload and sell architectural plans (requires subscription)

Tips

• Link plans when creating properties to share plan intelligence with contractors at no cost
• Use subdivisions to organize properties by development
• Track construction phases to monitor progress across all homes
• Recent activity helps you spot delays or issues quickly

Questions

Q: Can I add a property without a subdivision? A: Yes - leave the subdivision field blank to create a standalone property for build-on-your-lot projects.

Q: What happens when I link a plan to a property? A: The plan's square footage and AI-extracted data become available to contractors working on that property - helpful for accurate bids and warranty work.

Q: Does linking a plan cost me credits? A: No - linking your own uploaded plans to properties is free. You only use credits when uploading new plans for AI scanning.

Q: Can I change the linked plan later? A: Yes - edit the property to select a different plan or remove the link entirely.