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 completion0%
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 & 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 CO documents filed against this home's purchase contract.
Statement of Adjustment (SOA)
Final closing statements will be generated here. The system will roll up the signed Purchase Contract + all signed Change Orders + signed Service Orders for each home and produce the final adjustment statement on company letterhead, ready for client + lawyer sign-off.
Coming soon. Tab created now; full build comes after Purchase Contracts is wired up.
Site measurements
#
Location
Description
Length
Width
Area
Unit
Notes
Date
Actions
Add site photos Drag photos here or use the buttons — JPEG, PNG, HEIC, WEBP. JPEGs keep their original capture date & GPS; HEIC/other formats use the file date.
Site photos —
Plans & documents
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. View only — contact the office to change selections.
Walkthrough PDFs — newest upload is the current record
Complete the walkthrough in the walkthrough app, export the PDF, and upload it here for this house. Every version is kept, date-stamped, with who uploaded it and what changed.
View only — the office & sales upload selection PDFs.
Selection PDFs — newest upload is the current record
Selections are completed in the Selection Sheet, exported as PDF, and uploaded here for this house. Every version is kept, date-stamped, with who uploaded it and what changed.
Your login isn't linked to a time-clock record
Ask the office to link your SunBuild login to your employee record. Until then you can't punch in from here.
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Today
Timesheets — office view
Raw punches — originals are never edited; fixes are recorded as corrections
My calendar — upcoming
Events you have been added to, or that are open to everyone. Use Add to my phone to drop one into your own Google/Apple calendar.
Channels
Direct messages
General
Add or replace a document
Uploading a file with the same name replaces it everywhere, and everyone sees the new version next time they open it.
Who has opened what
Team contacts
Company phone list. Personal details (personal cell, birthday, emergency contact, home address) are hidden from the site team.
Client Approval Portal
Generate a client file, share it with your client. They open it, enter their access code, and approve or reject change orders. Responses sync to Dropbox automatically.
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
Pending approvals —
Approval history
App Settings
Closes the app until password is entered again.
Add New Home
Plans Approval
Architectural Approval
Permits Approval
Backfill Inspection
Rough-in Inspection
Insulation Inspection
Final Inspection
Occupancy Approval
RPR/Final Grades
Change Order & Upgrade
Sunview Custom Homes · 104, 200 Country Hills Landing NW, Calgary AB T3K 5P3
CO Number
NO.
DESCRIPTION
QTY
UNIT PRICE
TOTAL PRICE
Subtotal$0.00
GST 5%$0.00
TOTAL$0.00
The above upgrades have been agreed upon by the buyer of the property and shall be paid to the builder on or before the day of possession. These charges are in addition to the price agreed on the purchase contract for subject property.
Choose Scoped access → Full Dropbox → name it Sunview SunBuild → click Create
3
Go to the Permissions tab → enable files.content.write and files.content.read → click Submit
4
Go to Settings tab → scroll to OAuth 2 → under Generated access token click Generate → copy the token
5
Paste token below (for local testing) — or use the button for the live site:
— or on the live site —
Not connected. Go to Setup tab to connect your Dropbox.
Connected to Dropbox
File: /Sunview SunBuild/builderpro-data.json
Last synced: Never
Share with your team
Share the Sunview SunBuild folder in your Dropbox with team members
Each person downloads Sunview SunBuild_SunviewHomes.html from that folder
They enter the same Dropbox access token in their app
Click Pull from Dropbox to load the latest shared data
Auto-sync: Every change you make is automatically uploaded to Dropbox after 3 seconds.
My Account
Change your password
Add New User
Admin role always sees everything regardless of selection.
Add Existing Home to Service Calls
Pick a home from your Dashboard or Finished Projects. It will appear in BOTH places — service work doesn't remove it from its original tab.
New Service Order
NO.
DESCRIPTION
NOTES
Edit Gantt Stages & Timeframes
Adjust step names, start days and durations. Changes apply to all new homes. Start day = days from project start · Duration = working days to complete.
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