User Guides

Instructions on how to set up and use Passkeys when signing into TPTM.

Sign in with Passkeys

Switch TPTM between Light, Dark, and System color scheme, where the theme toggle lives, and why report and portal links and printed pages are always light.

Light and Dark Mode

What TPTM is, who it is for, and where to start in the help center whether you build homes or work as a trade partner.

Introduction

Find and jump to any lot, community, trade partner, or work order from anywhere in TPTM with the search box or the Ctrl+K / Cmd+K shortcut.

Global Search Guide

Manage tasks and work orders across all your lots.

Managing Work

Track unplanned work that costs money, and find it in the Work Orders list on a computer or a phone.

Work Orders

View, create, and manage the communities where your lots are built.

Communities

Bulk reassign incomplete tasks from one trade partner to another within a community using the Reassign Tasks drawer.

Reassign Tasks Between Trade Partners

View community statistics, manage lots (including bulk-adding them), and access community tools.

Community Details

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

Lot Details

Manage tasks, schedule items, inspections, and procurement on a lot using the tabbed interface.

Lot Tasks & Schedule

Flag schedule milestones as pay points, then track each one from completion through confirmation to paid.

Pay Points

View, search, and manage the trade partners working with your company, including their contacts, their assigned task counts, and the Inactive tag.

Trade Partners

See your lots on a map, find the ones nearest you in the field, and record where walks happen — by pinning communities and lots.

Community and Lot Locations

Monitor construction progression from the task to lot level.

Tracking Progress

Each lot has a lot activity timeline that shows a history of what has been happening on the lot. This timeline is an essential tool for tracking the progress and changes associated with each lot. It provides a comprehensive view of the lot's development over time.

Lot Activity

See every task across your organization in one table you can filter and group, and spot which trades, communities, or task types are running late.

Task Report

Learn how task statuses are determined and what each colored status tag and its day count mean.

Task Statuses

Learn how to use Field View — your home dashboard showing assigned lots, summary stats, and flag badges.

Field View

How TPTM calculates a lot's Build Days and its delta against the schedule template's target.

Build Days

How lot walkthroughs are recorded, the 100 ft on-site requirement, and how to review a lot's walk history.

Lot Walkthroughs

See what is going wrong across every community right now — unexplained schedule delays, homes slipping out of their quarter, struggling trade partners and quiet project managers.

Manager view

Manage scheduled tasks across all your lots.

Scheduling

Shift a lot's schedule when dates change — from a single task, by moving the whole schedule a number of working days, or by re-laying it from a template.

Adjusting schedule

Build reusable schedule templates — an ordered critical path plus sub-path tasks — and use them to schedule a lot or a whole community in one step.

Scheduling Templates

Clear every incomplete schedule task from a lot in one step from the Overall timeline, for example before laying the schedule down again from a template.

Clearing the schedule

Highlight the lot rows you are watching on the Overall timeline so they stand out in the grid, and clear them when you are done.

Lot Highlighting in the Schedule Table

Use the Trade partner timeline to see the schedule for one trade partner across every lot, sorted by when their first task starts.

Trade Partner Timeline View

Record when construction on a lot is paused with a schedule hold, so build days and reports only count the time work was actually under way.

Lot Schedule Holds

Learn how trade partners can get the most out of TPTM. 

What TPTM does for you as a trade partner, how you get your links, and where to find your daily reports, portal, lot task lists, and work orders.

Getting Started

Learn how to access and use the Trade Partner Portal to check your open work, your on-time performance, reports, plans, and contacts.

Trade Partner Portal

How the daily report email and text work for trade partners, and how to read the schedule calendar, task list, and tasks-by-lot reports linked from your portal.

Daily Reports

Scan the QR code posted at a lot to see that lot's open tasks by trade, the plan files, and who to call — in English or Spanish, with no sign-in.

On Site List

What a work order means for a trade partner, how you find out about one, what the Not to Exceed amount and back charge are, and what the statuses mean.

Read your Schedule Calendar: one row per lot, one column per work day, and a colour for each of your task types.

Schedule Calendar Report

Configure TPTM to work best for your builder's needs.

Builder Configuration

Set up alerts that automatically email the right people when a work order is created or updated and your conditions are met.

Alerts

How members, roles, and permissions fit together in TPTM, and where to add or remove members and change what they can do.

Organization Memberships and Permissions

How to view, create, edit, and delete buyer records so you always know who owns or is buying each lot.

Buyers

Choose who receives the Daily Projected Close Alert and Daily Report, and turn on the End of the Day Text, from Settings > Notifications.

Notifications Settings

Define company-specific dropdown fields such as Cost Type or Variance Code once in Settings, and capture them on every work order.

Work Order Custom Fields

A daily weekday text that reminds each field employee about the lots they manage that still need attention — and links to their Field View.

End of the Day Text

Where to set your builder's time zone, and why it matters for daily reports, schedule tracking, and alerts.

General Settings and Time Zone

Track performance across trade partners and your team using TPTM's leaderboards.

Leaderboards

See how your trade partners stack up on schedule performance over the past 30, 60, and 90 days.

Trade Grade Leaderboard

See which employees walked the highest share of their assigned lots on a given day, and drill into the per-lot breakdown.

Walked Lots Leaderboard

See which employees have lots with incomplete tasks and inspections, ranked by task coverage across their assigned lots.

Lots with Tasks Leaderboard

See which employees are creating the most new tasks across their active assigned lots on a given day.

New Tasks Created Leaderboard

See how project managers rank by average build days and how their lots compare to each schedule target across recently active lots.

Average Build Time Leaderboard

See which employees keep their assigned lots stocked with up-to-date progress photos.

Progress Photo Leaderboard

See which employees have the fewest overdue schedule tasks across their active lots — lower is better.

Overdue Schedule Tasks Leaderboard

Understand the Trade Partner Performance report — how to read each section, and exactly how a partner's on-time timeliness is calculated, including the special handling for schedule tasks.

Trade Partner Performance Report

Learn how to manage your organization details and users. 

Admin Portal

Create and manage roles to control what each member can see and do in your organization.

Roles & Permissions

Track lot counts and estimated costs by quarter, brand, and community to monitor usage and cost exposure.

Usage Report

Create, view, and delete API keys for external integrations with TPTM.

Managing API Keys

View pending invitations, invite new users to your organization, and revoke invitations that are no longer needed.

Invitations

View all organization members, search for specific people, change member roles, and remove members.

Members

Overview of the Admin section — manage members, invitations, roles, API keys, and usage reporting.