Reporting and analytics across your developments.

Insights

An introduction to Insights (your executive dashboard)

Reading the six Portfolio overview cards

Focusing Insights on one development

A tour of the Insights tabs

Understanding Deal Room value-at-risk

Feedback

Tickets

Whats New?

Roadmap

Apple App

Andriod App

Activate your account, log in, navigate the portal and get your team set up.

Getting Started

New Joiner Training Videos

How to activate and login to Guided Home?

How to reset your password

How to navigate the Admin Portal on Guided Home?

How to give Team members access to Guided Home?

Download Apple & Android Apps

Sites

How to create a new Project Site

Manage plots, plot types and apartment blocks.

Plots

Create plots, manage postal addresses and disconnect from templates.

How to create plots from Plot Templates

How to bulk Disconnect All Plots from Plot Templates

How to Add / Edit a Plot Postal Address

Manage house/plot type templates, floorplans and imagery.

Plot Types

How to Add / Update Plot Type Floorplan Image

How to update House Type Images

Manage apartment building and unit addresses.

Apartment Blocks

How to Edit Address for Apartment Building and Units

Manage customer journeys, activation, access and resident communications.

Customers

How to manage customer journeys on Guided Home

How to see if the homeowner has successfully activated and logged in?

How to remove a Customer's Access to Guided Home

How to send HUG updates and notify individual Plot Owners

How to notify all Residents at a Site - Watch Video

Document assurance, sharing and compliance.

DocAssure

What Doc Assure does and how the Document Library is laid out

Uploading documents and letting AI match them

Confirming, overriding or removing a document match

Assigning document packs to plots

Requesting documents with Upload Requests

Reviewing compliance findings in the Audit dashboard

Inspections, custom checklists, defect management and quality alerts.

Quality Inspections

Overview of Inspections & Defect management capability

How to setup Inspection & Defects Email Alerts

How to respond to New Defects, update defect status, send messages to the resident

Finding your way around Inspections & Defects

Creating an inspection

Logging a defect

Assigning a defect and keeping the resident informed

Creating and tracking defect tasks

Configuring inspections, defect types, priorities and SLAs

Documents, appliances, home user guides, contacts, FAQs and local guides.

Aftercare

Create folders and share plot, handover and aftercare documents.

Documents

Add Plot Documents (Handover Aftercare)

How To Create Document Folders

How to upload Plot Documents & Share with a Customer?

Create and publish Home User Guide content, sections and variables.

User Guides

How to update Home User Guide content

How to create & publish Home User Guide content templates

How to add Home User Guide Variables.

How to add Home User Guide Variables

How to create a new Section in your Home User Guide

How to create a new sub heading in an existing HUG Section?

Connect and view appliances and assets on plots and templates.

Appliances & Spec

How to Connect Assets and Appliances to a single Plot

How to view appliances and assets already connected to a Plot?

How to Add Standard Appliances to Plots Templates and Associated Plots

How to Add Appliances to Plots

Create, share and reuse FAQs across sites and buildings.

FAQs

How to create a new Category for FAQs

How to create a new FAQ and Share with Your Customers

How to reuse FAQs across Sites and Buildings

Integrations

Install and configure the Procore punch list integration.

Procore

Part 1: Procore Marketplace - Install Guided Home App

Part 2: In Guided Home - Create a New Procore Connection

Part 3: Configure Procore Punch List to Send Status Updates To Guided

Guided Home – Procore Punchlist Data Mapping

Access the same great experience on the road and on site. 

Mobile Apps

Download Android App

How can we help you?

Help Center

Improved

Fixed

guidedhome

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Deal Room

Governance

Quality & Cases

Backlog

Next up

Done

Strategic Roadmap 

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