All homes — click ✏ to edit
Construction phases
Upcoming milestones
Build checklist
Recycle Bin
Deleted items — restore or permanently remove
Backups (Dropbox)
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HelloSign / Dropbox Sign
Sends Change Orders for client signature. The signed PDF auto-saves with the CO. Sender email is sunview.contracts@gmail.com.
API key: stored safely in Supabase (Edge Functions → Secrets →
Who can send: tick Send for signature next to a person under Team Members below. Admins always can.
HELLOSIGN_API_KEY), not in the portal. To change it, replace that secret.Who can send: tick Send for signature next to a person under Team Members below. Admins always can.
Operating Companies
Each community is assigned to one operating company. Change Order PDFs, invoices, and client-facing documents use that company's branding.
Communities
Define the communities where your homes are built. Each home belongs to one community. Users only see homes in the communities they have access to.
Team Members
Activity Log
● Click a bar to mark step complete/incomplete
Overall completion
0%
Change orders
Signed Change Orders
All client-signed Change Orders. Each row links to the signed PDF + the Dropbox Sign audit certificate (proof of signing — signer, IP, timestamp).
Purchase contracts
Purchase & Sale Agreement (PSA)
Signed PSA documents for the home selected in Active project above. Every version is kept and date-stamped.
Change Orders attached to this contract
Signed change order copies for this home. To add one, go to Change Orders → the change order → Upload signed — that also approves it and counts it on the SOA.
Site measurements
| # | Location | Description | Length | Width | Area | Unit | Notes | Date | Actions |
|---|
Add site photos & videos
Drag photos or videos here or use the buttons — JPEG, PNG, HEIC, WEBP, MP4, MOV (videos up to 2½ minutes — recorded at lower resolution to keep them small).
JPEGs keep their original capture date & GPS; HEIC/other formats use the file date.
Drag photos or videos here or use the buttons — JPEG, PNG, HEIC, WEBP, MP4, MOV (videos up to 2½ minutes — recorded at lower resolution to keep them small).
JPEGs keep their original capture date & GPS; HEIC/other formats use the file date.
Site photos —
Plans & documents
or drag & drop files here
Acknowledgement Receipts
Uploaded receipt documents
Signed or scanned acknowledgement receipts for the home selected in Active project above.
Payment Schedule
Tick a payment when received. Use the calendar button to add a due-date reminder to Google Calendar.
Lookbooks & Renderings
Appliance & Lighting Lookbooks, Renderings, and other selection references for the site team.
or drag & drop files here
Walkthrough PDFs — name your documents; same name = new version, different name = separate document
Construction stage review fills the company's stage review form (stage, items noted, builder response) — reopen it any time with Edit / respond. Detailed walkthrough is the room-by-room check with photos and signatures. Both save the PDF to this house when you finish. Paper walkthrough? Scan it and upload it. Every version is kept, date-stamped, with who added it and what changed.
or drag & drop PDFs here
Selection PDFs — name your documents; same name = new version, different name = separate document
Selections are done in the Selection Sheet (by department), saved as PDF, and uploaded here for this house — then set each department above. Every version is kept, date-stamped, with who uploaded it and what changed.
or drag & drop PDFs here
Houses sold and closing
Pay period summary hours worked (Time Clock) + approved time off — one line per person
Hours worked
Approved time off in this pay period
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Today
My calendar — upcoming
Events you're on, you made, or that are open to everyone — each shows from 2 working days before its day and drops off once the day is over (the month above shows everything). Connect Google Calendar above to get them automatically, or use Add to Google / the download button for one event.
HighNormalLow· red outline = overdue
Channels
Direct messages
General
Team contacts
Company phone list. Personal details (personal cell & email, birthday, emergency contact, home address) are visible to admins only.
Client access —
Client Access Code
How to share:
1. Click Generate client file — downloads a SunBuild Tech file for this client
2. Email the file + the access code above to your client
3. Client opens the file in Chrome, enters their code, approves/rejects
4. Responses sync to your Dropbox automatically
1. Click Generate client file — downloads a SunBuild Tech file for this client
2. Email the file + the access code above to your client
3. Client opens the file in Chrome, enters their code, approves/rejects
4. Responses sync to your Dropbox automatically
Pending approvals —
Approval history
App Settings
Closes the app until password is entered again.