Creating a New Model and Adding to a New Phase in HomeBuilder –
In this video, we explore the process of creating a new model and adding it to a new phase in HomeBuilder.
The demonstration covers how to copy an existing model from one phase to another, set up the new model, and ensure all relevant details are accurately configured. This step-by-step guide helps users understand how to efficiently manage models and phases in HomeBuilder.
Creating a New Model and Adding to a New Phase
Welcome to the HomeBuilder series of common questions answered briefly. Today, we will look at the process of creating a new model and adding it to a new phase. This tutorial will guide you through copying an existing model from one phase to another, setting up the new model, and ensuring all relevant details are accurately configured.
Setting Up the New Phase
To begin, navigate to the models queue in your system. Here, you can see a list of existing phases, including phase one, phase two, mid-rise, and townhouses. In this example, we want to copy the Daisy model to phase three. Since phase three has been created but no models have been added yet, we will start by creating the new model.
Creating the New Model
Click into the “New” option and select phase three. Enter the model name, “Daisy,” and set the price if applicable. If you have lot types, the price is established in the lot type window, but this feature is not turned on in our example. You can manually set up all details, but for efficiency, we will copy from another model.
Copying from Another Phase
Navigate to phase two, where the Daisy model already exists. Copy over the house areas, budgets, and key dates. Note that model items cannot be copied from another phase due to the need for new vendor contracts and pricing. This ensures that each phase has accurate and up-to-date information.
Finalizing the Model Setup
After copying the relevant details, the system will create the necessary house areas, budgetary information, and key dates for phase three. Verify that all house areas are applicable to the new phase. If you were copying all models from one phase to another, you could use the “Copy to Selected Phase” action to transfer all information at once. However, in this example, we focused on copying a single model.
By following these steps, you can efficiently manage models and phases in HomeBuilder, ensuring accurate tracking and management. This process is essential for maintaining organized and up-to-date project details, ultimately improving construction management and execution.
Thank you for watching, and stay tuned for more tutorials in the HomeBuilder series.
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
