Oliver Perry

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

Integrations

Inspections, defect management and quality alerts.

Quality

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

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

Aftercare

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

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 folders and share plot, handover and aftercare documents.

Documents

How To Create Document Folders

How to upload Plot Documents & Share with a Customer?

Add Plot Documents (Handover Aftercare)

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

Manage plots, plot types and apartment blocks.

Plots

Manage apartment building and unit addresses.

Apartment Blocks

How to Edit Address for Apartment Building and Units

Manage house/plot type templates, floorplans and imagery.

Plot Types

How to Add / Update Plot Type Floorplan Image

How to update House Type Images

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

Sites

How to create a new Project Site

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

Getting Started

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?

New Joiner Training Videos

Download Apple & Android Apps

How can we help you?

Help Center

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guidedhome

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Deal Room

Insights

Governance

Quality & Cases

Backlog

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Strategic Roadmap 

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