Same path as The path, with the taps. Walkthrough goes straight to the proposal.
Calculator → property
Run Calculator. Toolbar: Save when numbers changed, Save property if none is selected, Save a copy on a locked deal. On Deal: dirty Save; unlinked save waiting: Link; otherwise Open calculator. That Rehab budget is the deal plan. Money compares the agreed job to it later.
Walkthrough → proposal
From Overview or Acquisition rehab: Start walkthrough / Continue walkthrough.
- Add room, Add photo, Add note
- Filter by room when you return
- Add to gallery only for the property file
- Set cover photo for the hero shot
- Several units: load fail is rose Could not load units
- Card Add to proposal is ghost. Select 2+: one navy Add to proposal (Add photo goes ghost). After add: navy Open proposal. Picker / review: navy Add to proposal, ghost Cancel. Empty: Nothing left to add. Load fail: rose Could not load proposals (no raw dump), not empty. Submitted: quiet hint + ghost Open proposal. Add to proposal fail: rose, not a quiet Added to your draft proposal.
On Acquisition rehab: Start proposal → Add from walkthrough (or Add a line) → Who does this and Pricing → Send for review.
Check 2+ lines: navy Combine, ghost Clear; header Send for review goes ghost. Combined quote + more lines: navy Add to combined. Child Remove. Paper Combined quote chip. Hint: Check 2+ items to combine, or pick a combined quote and more items to add. / 1 selected — check one more. A vanished line is rose This proposal changed. Refresh and try again., not Added to the combined quote.
Pricing: Fixed package (all-in) or Owner buys materials.
Chief after Send for review: Submitted — waiting for owner. Crew field list View proposal (not Review proposal). Owner / anyone who can handshake: Accept — freeze Plan and create job. Status before: Submitted — ready to accept. Navy Review proposal (Approvals and field Projects). To edit after send: Pull back to edit (confirm on the proposal). After accept, the quote is the job. Who buys materials is on the proposal before you accept. Add line / Send / Accept / Withdraw / comment fail: rose, not a quiet Line added. / Comment added.
Revision history after a resubmit: What changed each time this quote was sent. Diffs: who does this / pricing / materials. Load fail: rose Could not load revision history.
Job tabs
| Tab | What it is |
|---|---|
| Tasks | The work, by room or status. After Mark done: owner / chief / PM Review; crew awaiting approval |
| To buy | Owner shopping list |
| People | This job’s crew — Add person, one crew chief |
| Extra work | Crew → owner (phone: Add work) |
| New work | Owner → crew (phone: Changes) |
| Closeout | Punch list |
Field phone: Tasks, plus Add work / Closeout when they apply. One navy Open when jobs exist; Property walkthrough ghost. Empty No jobs yet. / No tasks yet. Load fail: rose Could not load jobs (no raw dump), never the empty line. Task sheet footer: navy Add photo until a completion photo exists, then navy Mark done. After Mark done: owner / chief / PM row Review (heading awaiting review). Crew heading awaiting approval — no Review. Ghost Ask owner / Add material / Add comment / Edit task. Empty purchase: Nothing asked yet. vs rose Could not load purchase requests (no raw dump). Owner-furnished: empty Nothing listed yet. vs rose Could not load materials. Photos / comments: rose Could not load task photos / Could not load comments (no raw dump). Add task / Save / Delete / Mark done fail: rose, not a quiet Task updated. Site access: empty None yet. A calendar-expired temporary code still lists as Expired until Mark removed, not None yet. Ghost Reveal code / Hide. Load fail: rose Could not load site access. Reveal fail: rose Could not show this code. No Money. No deal numbers.
Extra work vs New work
- Crew finds work → Request extra work → Add work → Send to owner → owner Approve
- Owner wants work → New work → Add work → Send to crew
Both add tasks. Extra work is crew-initiated. New work is owner-initiated.
To buy
On a crew-package task: ghost Ask owner (sheet footer keeps the navy). Empty: Nothing asked yet. Load fail: rose Could not load purchase requests (no raw dump). Open a draft: Add item → Send to owner → owner Approve → To buy. Navy Mark purchased. Print list / Open task stay secondary. Empty: Nothing to buy yet. / All bought. Load fail: rose Could not load shopping list. Owner-furnished on the sheet: ghost Add material, empty Nothing listed yet. vs rose Could not load materials.
Print list: navy Print, Back to job secondary. Hint: Same items are combined. Check off what you pick up.
Punch list
On Closeout: Punch list. Empty: Nothing to punch yet. Navy Add item (Sign off ghost). After items, navy Sign off; row Mark done ghost. Load fail: rose Could not load the punch list (no raw dump), never the empty line. Add item / Sign off fail: rose. That unlocks the last 20%.
Money
On Acquisition rehab → Money — one ledger for the rehab, not a payment row on every task.
- Deal / Plan / Spent
- Spent — payments and cash
Crew Request payment on Closeout. Owner Mark paid on Money (or Add cash if nothing is waiting). Final 20% stays locked until Sign off on the Punch list.
Approvals
Approvals is one queue. Kind is the first line: Proposal / Extra work / Payment / New work / Crew check / Finished work.
Three People
- Organization People (
/settings/organization) — who is in the org. Invite - Property Settings → People — who can open this property; Add person; Can prepare proposals for quoting
- Job People — who runs this job; Add person; Make crew chief for the lead
A leftover Property Management tab still sits on the property. It is not the rehab path. One navy job: idle New work order; nothing shared: navy Share a code; create, Record a cost, Add vendor, or usual form: navy Save, ghost Cancel. Usual for a trade: ghost Set, navy Save. Ghost Add vendor / Record a cost until that form is the job. A blocked usual save is rose This record changed. Refresh and try again., not Usual vendor saved.
See also: The path · Terminology · Organization