Lot Details

View lot information, manage buyer details, photos, holds, and the construction timeline.

The lot detail page is your central hub for everything happening on a single lot. It shows the lot's key information, buyer details, construction stage, and quick links to photos, timeline, and holds.

ℹ️ Automatic Walk Tracking: Every time you open a lot's detail page, it is automatically recorded as a walkthrough for today. No extra steps are needed.

Lot Summary

The summary section at the top displays the following details:

Field

Description

Notes

Address

The lot's street address

Click to open in maps

QR Code

Printable QR code for the lot

Click "Print Code" to open in a new tab

Buyer

The assigned buyer's name

Click to open buyer details drawer

Plan #

The plan/model number

Permit #

The building permit number

Date Issued for Permit

When the building permit was issued

Project Manager

The assigned project manager

Home Docs

Link to external files for this lot

Click "View files" to open in a new tab

Stage

The lot's current construction stage

Click to open the lot timeline

Photos

View lot photos

Click to open the photo drawer

Last Walk

When the lot was last walked

Shown as a statistic card below the summary

If the lot is archived, an Archived badge appears next to the lot name.

Tools Dropdown

The Tools button is located at the top-right of the lot detail page. Click it to open a dropdown menu with the following options:

Option

Description

Permission Required

View Holds

Opens the holds drawer to view, create, edit, or delete schedule holds for this lot.

None — visible to all users

Edit

Opens the lot editor drawer where you can update lot fields such as name, permit, buyer, dates, and more.

Lot update

Archive / Unarchive

Archives an active lot or unarchives an archived lot. Archiving removes the lot from daily workflows.

Lot delete

ℹ️ Note: On mobile devices, the Tools button appears as a three-dot icon (⋯) instead of a labeled button.

How to Edit a Lot

  1. Click the Tools button at the top-right of the lot page.

  2. Select Edit from the dropdown.

  3. The lot editor opens with all editable fields:

    • Lot Name, Permit #, Date Issued for Permit, Plan #

    • Link to Files — URL to external documents

    • Street Address

    • Target Quarter — anticipated completion quarter

    • Project Manager and Buyer

    • Start Date and Target Date

  4. Make your changes and click Save.

How to Archive a Lot

To archive a lot that is no longer under active construction:

  1. Click the Tools button at the top-right of the lot page.

  2. Select Archive from the dropdown.

  3. A confirmation dialog appears showing how many incomplete tasks (tasks without a completion date) are on the lot.

  4. Review the task count and click Archive to confirm.

⚠️ Warning: Archiving a lot will also archive all incomplete tasks on the lot. Make sure all tasks are completed or reassigned before archiving.

Archived lots are hidden from the community's lots table by default. Toggle Show archived on the community page to see them again.

How to Unarchive a Lot

If a lot was archived by mistake or construction has resumed:

  1. Navigate to the archived lot's detail page (toggle Show archived on the community page to find it).

  2. Click the Tools button.

  3. Select Unarchive from the dropdown.

  4. The lot is immediately restored and the Archived badge is removed.

Viewing Buyer Details

If a buyer is assigned to the lot, click the buyer's name in the summary to open a side drawer showing:

  • Name

  • Email — click to send an email

  • Phone — click to call

If no buyer is assigned, the field will show "None."

Lot Photos

Click View Photos in the summary to open the photo drawer. From here you can:

  • Browse all photos taken on the lot in a gallery view.

  • Upload new photos by clicking the upload button and selecting JPEG or PNG images.

ℹ️ Note: If the lot does not have a buyer assigned, you'll see a reminder alert in the photo drawer.

Lot Holds

Schedule holds let you pause construction timelines for a lot. Open holds from the Tools dropdown by selecting View Holds.

Creating a Hold

  1. Click Tools → View Holds.

  2. Click Add New Hold.

  3. Enter the Start Date (required), an optional End Date, and a Reason (required).

  4. Click Save.

ℹ️ Note: You cannot create a new hold while an active hold is in progress. End the current hold first.

Managing Holds

Existing holds are listed with their date range and reason. For each hold, you can:

  • Edit — change dates or the reason.

  • Delete — remove the hold (requires confirmation).

An active hold (no end date or end date in the future) triggers an alert banner at the top of the lot page showing the hold start date and reason.

Lot Timeline

Click the Timeline button to open the lot activity drawer. The timeline shows a reverse-chronological history of everything that has happened on the lot:

  • Stage progressions — when the lot moved between construction stages

  • Tasks — task creation, completion, and status changes

  • Schedule changes — adjustments to the projected close date

  • Schedule holds — when holds were placed or lifted

  • Photos — lot photos with timestamps

You can also access the timeline by clicking the Stage link in the lot summary.

Active Alerts

The lot page may show alert banners at the top when action is needed:

  • Active Hold Alert — appears when the lot has a schedule hold in effect, showing the hold start date and reason.

  • Missing Stage Activity Note — appears if a schedule activity is missing a note and prompts you to add one.

FAQ