Lot Details

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

Overview

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.

โ„น๏ธ Automatic Walk Tracking: If you are the lot's assigned project manager and you're within 100 ft of its pinned location, opening this page records a walkthrough for today automatically. Click the Lot walk tile to see the lot's full walk history; anyone with permission to edit the lot can record a walk from there, or from the Tools menu โ†’ Mark lot as walked. See Lot Walkthroughs.

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 โ€” built from the address, not the map pin

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 on the Lot walk tile โ€” click it to open the walk history

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

Location Map

If the lot has been pinned on the map, a Location card shows that pin on a small read-only map, with the exact coordinates printed next to the heading.

The card is hidden entirely when the lot has no coordinates โ€” there's no prompt to add them, so set the pin from the Tools menu โ†’ Edit (requires the Lot update permission). A pinned lot also appears on the community's Map view and in Field View's Nearby lots card, and its pin is what walkthroughs are measured against. See Community and Lot Locations.

โ„น๏ธ Note: The map pin and the street address are separate. Setting one never fills in the other, and the Address link above uses the address only.

Walk Status

The Lot walk tile near the top of the page shows when the lot was last walked and whether it has been walked today. If your device is more than 100 ft from the lot's pin, the automatic walk is blocked and the tile offers a Walk anyway cue; if your location couldn't be read at all, the automatic walk is also blocked and nothing is recorded. In both cases the tile offers a cue that opens the walk history, where you can record the walk by hand after seeing how it will be logged.

Clicking the tile opens the lot's walk history โ€” every past walk newest first, with who walked it, how far they were from the lot's pin, and whether it counted as on-site. Working days with no walk show as Missed. Anyone who can see the lot can read the history; Mark lot as walked at the bottom of the window appears only if you have the Lot update permission. Full details are in Lot Walkthroughs.

Tools Menu

Lot actions live behind the โ‹ฎ button at the top-right of the lot detail page. Click it to open the Tools menu, which has 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 โ€” visible to all users

Mark lot as walked

Opens the lot's walk history and starts recording today's walk. Checks your location first and shows whether the walk will be logged as on-site or off-site before you confirm.

Lot update

Edit

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

Lot update

Archive / Unarchive

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

Lot delete

โ„น๏ธ Note: The โ‹ฎ button looks the same on every device โ€” it's never a labeled button. On a computer it opens a dropdown menu headed Tools; on a phone the same options slide up from the bottom of the screen as a panel.

How to Edit a Lot

  1. Click the โ‹ฎ button at the top-right of the lot page.

  2. Select Edit from the menu.

  3. The lot editor opens with all editable fields:

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

    • Link to Files โ€” URL to external documents

    • Street Address

    • Location โ€” the lot's pin on the map. Click the map, drag the pin, type coordinates, or paste a "lat, lng" pair. Leave it empty if unknown.

    • Target Quarter โ€” 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 โ‹ฎ button at the top-right of the lot page.

  2. Select Archive from the menu.

  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.

โš ๏ธ 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. They are also removed from the community's Map view and from Nearby lots, even if they still have a pin.

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 โ‹ฎ button.

  3. Select Unarchive from the menu.

  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 โ€” click to send an email

  • Phone โ€” 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.

โ„น๏ธ 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 menu by selecting View Holds.

Creating a Hold

  1. Open the Tools menu โ†’ View Holds.

  2. Click Add New Hold.

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

  4. Click Create.

โ„น๏ธ 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 โ€” change dates or the reason.

  • Delete โ€” 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 โ€” when the lot moved between construction stages

  • Tasks โ€” task creation, completion, and status changes

  • Schedule changes โ€” adjustments to the projected close date

  • Schedule holds โ€” when holds were placed or lifted

  • Photos โ€” 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 โ€” appears when the lot has a schedule hold in effect, showing the hold start date and reason.

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

FAQ