Operations Hub
Good , Alex
Active Lots In Production
2
Rockville Estates
↑ +1 this qtr
Active Contracts
2
Locked & pricing secured
↑ $1.27M
Open Purchase Orders
—
P&E module pending
Schedules Behind
—
Construction mgmt pending
Open Warranty Items
—
Warranty module pending
Core Modules
Pipeline
Land acquisition, community management & market intelligence
Live
Overview & KPIs
2
Controlled Communities
2
Prospects Pipeline
16
Competitor Tracker
51
Market Intelligence & MLS
Sales & Contracts
Buyer configurator, scenarios, contract management & gallery
Live
Active Scenarios
10
Contracts Under Lock
2
Spec Homes
2
Custom Requests
3
Plan & Option Library
Purchasing & Estimating
Cost structure library, plan budgets, purchase orders & vendor management
In Progress
Cost Structure Library
2,388→
Options Library
3,845→
Plan Templates & Budgets
10→
Purchase Orders
→
Sage Intacct Sync
Construction
Job schedules, lot matrix, trade assignments & variance tracking
In Progress
Lot Matrix — All Builds
→
Job Schedules (Gantt)
→
Construction Stages & Tasks
→
Trade Partner Dispatch
→
Variance Log
Warranty
Homeowner requests, work orders, trade dispatch & resolution tracking
Planned
Open Requests
Work Order Generation
Trade Dispatch
Resolution Log
Homeowner Portal Link
Customer Portal
Buyer-facing warranty submission, document tracking & selection status
Planned
Warranty Request Submission
Contract Document Tracker
Selection Gallery Status
Build Progress Updates
Messaging & Notifications
HomeVoice
Customer satisfaction tracking, homebuyer feedback & quality conditions platform
Live
Homebuyer Voice Surveys
Quality & Conditions
Trade Partner Ratings
Satisfaction Reports
CMRS
Critical Management Reporting — Sales, Starts, Closings & Backlog reports
Live
Job Registry
Sales Report
Start Schedule
Closing Schedule
Backlog
Trade Partners
Vendor directory, trade category assignments & contact management
Live
Directory
35
Active Partners
10
Trade Categories
Add / Edit Partners
Communities
Development projects — proforma scope, contract scope, and lot homes for InstaPipeline handoff
Live
Active Communities
1
Add / Edit
Sync from InstaPipeline
Bidding & Contracting
Trade & vendor pricing — bids, contracts, proforma budgets & price history
Live
Contracts
0
Bids
0
Proforma Budgets
Price History
Community Proformas
Snapshot per-community plan budgets — frozen at sale time so contract drift doesn't shift sold-home budgets
Live
Active Proformas
0
Stale (drift detected)
0
Per-line overrides
Community-specific adjustments
Options Catalog
Editable per-plan option choices with activity-level cost deltas — source of truth for InstaBuild
Live
Option Groups
0
Option Choices
0
Activity Deltas
Import from BuildTopia
Jobs / Job Files
Receive Job Files from InstaBuild — community + lot + plan + buyer + options. Foundation for purchase orders.
Live
Active Jobs
→
Receive from InstaBuild
Add Spec / Manual
Generate POs
Purchase Orders
Auto-generated from Job Files. One PO per Trade Partner × Job × Trade. Track draft → issued → received → paid. Print-ready.
Live
All POs
→
Draft (pending issue)
Issued / In Progress
Print & download
Construction Schedules
Schedule templates per product type → per-job schedules generated at sale. Critical-path tasks, stage milestones, predecessors, and float days.
Preview
Schedule Templates
→
SFH Standard Schedule (87 tasks)→
Per-Job Schedule (sample)→
Daily Logs (coming soon)
FleetDNA
Company vehicle management — registry, registration & inspection tracking, maintenance log & incident reports
Live
Vehicle Registry
18→
Maintenance Center→
Compliance & Expirations→
Incident Reports→
Fleet Reports→
Recent Activity
View all →
Rosa, Paul — contract detail updated · Lot 180 Sycamore
Phase 4 lineup published to InstaBuild — 10 plans, prices synced
67 lots synced — Rockville Estates Phase 4 to InstaBuild
Joe Smith — locked under contract · Lot 149 Sycamore · $630,135
MLS report uploaded — Marysville, PA · Last 12 Months · $235/sf new construction
Action Items
All alerts →
Spec Lot 183 needs lot repair
Waterford · Phase 4 · Wrong lot index
1
3 custom requests pending review
Costed · Accepted · Pending pricing
3
Southern Crossings MLS not mapped
Assign York County report in Pipeline
!
Build Roadmap
Detail →
✓
Pipeline — Land Management
LIVE
✓
Sales & Contracts — InstaBuild
LIVE
◐
Purchasing & Estimating
Plan budgets · POs · Vendors · Intacct
Q3 2026
◐
Construction Management
Schedules · Lot Matrix · Variance
Q4 2026
5
Warranty Management
Q1 2027
6
Customer Portal
Mid 2027
2 of 6 phases live · 2 in progress · 33%