FQA_How to Send Updates in Builder Signal: Builder App Users
For Builder App Users responsible for keeping homeowners informed. Learn how to send updates during the home construction process using photos, videos, and descriptions.
Step-by-Step Instructions:
- Log into the Builder Signal Mobile App
Use your builder user credentials to log into the Mobile App.
- If you do not have the Mobile App, contact your Builder Admin to confirm you have been configured as a Builder App User with your correct email address.
- Check your inbox for a 'Welcome to Builder Signal' email, inviting you to download the Builder Signal Mobile App and set your password. See our article, How to Download the Builder Signal App. - Click the "+" or "Make an update"
From the Homes screen, click the green "+" at the bottom or "Make an update" at top right. - Add Media
Select Photos or Video you want to send from your library. You can also use the "CAMERA" button but if you're sending multiple photos or video it's best to take them in advance (this is required for video). Note: if sending video, you can only send 1 per update with max length of 1 min or 100MB. - Enter Description and Stage for the Update
Select "Next" in top right, then add details to your Update. You can edit the date (optional) and write a brief caption (required) that describes what's in this update, e.g. “Framing is complete” or “Sink and counters.” Swipe to select the stage of the home-building process that corresponds to the update (e.g., framing, roofing, countertops). This helps homeowners understand where this update fits in the process. Select "Next." - Select the Home's Address
Select the address of the home you're sending updates to, and tap "Next." You'll be able to review on the next step. - Review and Send the Update
Give the update a final look and tap "Send." The homeowner will receive an email notification with a link to their personalized timeline on their Builder Signal website. Click here to see an example timeline of updates.
Common Issues:
- Can't Access a Home You're Responsible to Update?
You can only make updates to Homes that have been assigned to you and are in Active status. If a home you're responsible to update is not on your dashboard, contact a Builder Admin to assign it to you and confirm it is in Active status. - Photo/Video Upload Not Working?
Video can be used for updating homeowners as follows:
- Only 1 video per update.
- Max video length: 1 minute
- Max file size: 100MB - Update Didn’t Reach the Homeowner?
-Ask them to check their Spam or Junk folders, as email service providers may occasionally misroute emails. If they still cannot find their update, reach out to your Builder Admin to ensure the Homeowner's email address is correct in the User Setup or in the Additional Email Recipients field. - Update Didn’t Go Through?
If connecting to the internet through cellular data instead of Wi-Fi, sometimes updates will fail to be sent immediately due to poor reception. Those Updates are considered Drafts, which can be found at the bottom right of the screen, next to Account. When reception is improved or Wi-Fi connection is established, Update Drafts will automatically be sent.
Next Steps:
Learn best practices for creating the best possible photos and videos for your updates (coming soon).
Learn how to create meaningful content that Homeowners will appreciate when there's no visible progress on their home (schedule delays, waiting for municipality inspections, etc.). See our article, What to Tell Customers When There's No Progress to Show.