Creating Contacts and Assigning Them to Lots in HomeBuilder –
Efficiently Manage Home Buyer Information and Lot Assignments –
In this video, we explore the process of creating contacts for home buyers in HomeBuilder and assigning them to lots. The demonstration covers how to import contact information, link customers to lots, and ensure accurate tracking and management within the system. This step-by-step guide helps users understand how to efficiently manage home buyer information and lot assignments in HomeBuilder.
Creating Contacts and Assigning Them to Lots in HomeBuilder
Welcome to the HomeBuilder series of common questions answered quickly. This video looks at the process of creating contacts for home buyers and assigning them to lots. This tutorial will guide you through importing contact information, linking customers to lots, and ensuring accurate tracking and management within the system.
Understanding the Relationship
In HomeBuilder, a contact is associated with a customer, and the customer is the entity to which you actually sell the home. The customer is then attached to the lot, forming a three-way link. This relationship is crucial for managing home buyer information and lot assignments efficiently.
Exporting Lot Purchases
To start, we use a template layout to export the lot purchases. Open the Excel sheet and review the defined lots and entered contacts. In this example, we will create links between customers and lots #48, 49, and 50, which were built in a previous demonstration.
Entering Contact Information
Enter the contact information for each lot. For lot #48, we will have two contacts; for lot #49, one contact; and for lot #50, two contacts. Provide the contact names and let the system determine the contact numbers. Optionally, you can add addresses and emails, but the primary focus is on the contact names.
Importing the Data
Save the Excel sheet and go back to the HomeBuilder menu. Under Reports, select “Import Lot Purchases” and browse to open the file. The system will read the Excel worksheet and create the contacts, customers, and link them to the lots.
Verifying the Creation
Check the lots to verify the creation of contacts and customers. For example, in lot #50, the system created a customer and linked two contacts. The system also creates a third contact to link the customer and other contacts, ensuring accurate tracking.
Making Corrections
If needed, you can manually update the contact information or reimport the data. For instance, correcting a spelling error in a contact name can be done directly in the system.
By following these steps, you can efficiently manage home buyer information and lot assignments 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.
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!
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