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:

• Total Properties: Homes across all subdivisions
• Active Subdivisions: Your current developments
• Open Work Requests: Warranty work pending
• Jobs in Progress: Work being completed

Sidebar Navigation

The builder sidebar provides quick access to all major sections:

• Dashboard: Overview metrics and recent activity
• Subdivisions: Manage your developments and properties
• Plans: Upload and sell architectural plans on the marketplace
• Revenue: Track plan sales and earnings
• Homeowners: Manage homeowner contacts and handoffs
• Contractors: Coordinate with your contractor network
• Profile: Update your builder company information
• Settings: Configure account preferences

Key Features

Subdivision Management

• Create and organize developments
• Track properties by subdivision
• Monitor construction phases per property
• Set phase timelines and status

Plan Marketplace

• Upload architectural plans for sale
• AI-powered plan metadata extraction
• Manage preview images and pricing
• Track sales revenue (75% goes to you)

Property Records

• Detailed equipment and material tracking
• Floor plan uploads with room labeling
• Construction phase tracking
• Work history per property

Contractor Coordination

• Send warranty work requests
• Track job status and completion
• Maintain contractor roster
• Review completed work

Getting Started

1. Set up your company profile - Add logo, contact info, and service areas
2. Create your first subdivision - Add development name and location
3. Add properties - Import or manually add homes in your subdivisions
4. Set construction phases - Track build progress for each property
5. Upload plans to marketplace (optional) - Monetize your architectural plans

Navigation Tips

• Use search in the sidebar to quickly find properties, subdivisions, or homeowners
• Dashboard widgets provide one-click access to recent activity
• Sidebar stays accessible on all pages for easy navigation
• Profile menu in top-right for account settings and logout

Support

• Click the chat icon in bottom-right for AI assistance
• Email support at support@blueclerk.com
• Visit help docs at blueclerk.com/help