Adding a New Base Contract Item in HomeBuilder –
In this video, we explore adding a new base contract item in HomeBuilder.
The demonstration covers how to create a new item, assign relevant details, and make necessary adjustments to ensure accurate tracking and management within the system. This step-by-step guide helps users understand how to add and configure new items efficiently in HomeBuilder.
Adding a New Base Contract Item – Explained
In this video, we will look at the process of adding a new base contract item in HomeBuilder. This tutorial will guide you through creating a new item (metal stairs, for example), highlighting the differences from existing items, and ensuring accurate tracking and management within the system.
Base Contract Items Navigation
To begin, navigate to the base contract items section in your system. Here, you can see a list of existing items, including stairs. However, due to the introduction of metal stairs, which differ significantly in vendor and price, it is necessary to add this as a new item.
First, check your number range to ensure there is space for the new item. In this example, we use the number 14210. You can copy the item from the list or the card. Enter the new item number and name it “Stairs Metal” to clearly distinguish it from other stair types.
Item Details
Next, make the necessary changes to the item details. Confirm the code, name, and unit of measure. For base contract items, focus on the whole house perspective. If it were a color chart selection item, you might treat it differently. Assign a trade type, such as “Stairs Metal,” and select the appropriate vendor. If you know the vendor, enter the vendor contract details; otherwise, use trade types for flexibility.
Configure the Workflow Template
Additionally, configure the workflow template task number to track when the stairs are ordered. This helps automate the process and ensures timely completion. Set the pricing per model house area and update the cost detail code if needed.
By following these steps, you can efficiently add and configure new items in HomeBuilder, ensuring accurate tracking and management. This process is essential for maintaining organized and up-to-date contract items, ultimately improving project management and execution.
HomeBuilder by Suite Engine
HomeBuilder is a comprehensive software solution designed specifically for residential production builders. Developed by Suite Engine, it integrates seamlessly with Microsoft Dynamics 365 Business Central to provide modern and secure construction management capabilities.
Key Features of HomeBuilder:
- Phase, Model, and Lot Management:
- Efficiently manage construction phases, models, and lots.
- Track vendor contracts and control budgets directly from the system.
- Budget Control and Reporting:
- Monitor budget to actual reporting.
- Manage model and lot pricing, as well as installment payments.
- Purchaser and Contact Management:
- Handle lot closing dates and sales status.
- Automate closing adjustments.
- Décor Center:
- Pre-determined color chart selections with visual aids.
- Invoice purchasers or include selections in closing adjustments.
- Warranty and Inspections:
- Create service issues and work orders for trades.
- Track work order progress and generate reports.
- Integration and Automation:
- Fully integrated reporting and financials.
- Natively integrates with the Microsoft stack, such as Power Automate, Power BI, and more.
Benefits of Using HomeBuilder:
- Enhanced Financial Visibility: Provides detailed financial reporting and control over costs.
- Improved Efficiency: Streamlines processes and keeps operations organized.
- Mobile Accessibility: Accessible on PC, tablet, or phone, allowing for flexibility and remote management.
- Customer and Vendor Satisfaction: Offers portals for contractors and home buyers to access relevant data, improving communication and satisfaction.
HomeBuilder is designed for residential builders who construct 30-150 units per build cycle, making it suitable for townhouses and condominiums. By automating and streamlining day-to-day operations, HomeBuilder helps residential developers manage their businesses more effectively and professionally.
HomeBuilder is Modern and Secure Software for Production Builders | Built within Microsoft Dynamics 365 Business Central
- Learn more about HomeBuilder.
- Get the App on Microsoft AppSource today, or request a personalized demo!
- Get going in no time with our HomeBuilder ‘How-To’ videos
