How to Guides
Step-by-step instructions for completing common builder workflows in Operator.
48 articles
- How to Add a New Team MemberSteps to add a new team member to Operator
- How to Edit an Existing Team MemberSteps to update a team member's information
- How to Add Buyer(s)Steps to add buyers to a transaction
- How to Invite BuyersSteps to invite buyers to use your app
- How to Use Internal NotesInternal Notes are private notes visible only to internal team members. They are used to record conversations, share internal updates, and leave reminders directly on a property.
- How to View Activity HistoryActivity History provides a timestamped log of actions taken on a property, transaction, or contact. This log is read-only and helps teams understand what has happened and when.
- How to Send Updates to BuyersSteps on how to send updates to Buyers
- How to Send Messages to BuyersSteps how to send group messages to buyers
- How to Add a Utility ProviderSteps to add a utility provider
- How to Edit a Utility ProviderSteps to edit a utility provider
- How to Link Utility to a CommunitySteps to link a unity provider to a community
- How to Remove Utilities from CommunitySteps to remove utilities from a community
- How to Create a CommunitySteps to create a new community in Operator
- How to Configure Community SettingsManage utilities, plans and warranty for each community
- How to Add or Edit Community MediaSteps to manage community media
- How to Communicate and Collaborate by CommunityCommunities can be used to communicate with some or all buyers and owners associated with a community.
- How to Edit a PlanSteps to edit plans
- How to Create a PlanSteps to create a new plan
- How to Add Media to a PlanSteps to add media to a plan that becomes the default gallery for all properties created with that plan
- How to Add Plan to CommunitySteps to add plans to a community (multiple ways)
- How to Create a BuildingSteps to create a building within a community
- How to Update a Building SettingsSteps to update settings for a building
- How to Update Milestones for a BuildingConstruction milestones can be updated for all properties in a building at once
- How to Post a Building UpdateBuilding-level updates allow you to communicate with all buyers in a building at once.
- How to Add a New PropertySteps to add a new property to a community
- How to Edit an Existing PropertySteps to edit details of a property
- How to Add or Edit Property MediaSteps to add, remove, or edit media for a property
- How to Create a New TransactionSteps to create a new transaction when a buyer has signed their purchase agreement
- How to Close a TransactionSteps to move an under contract home to close
- How to Withdraw TransactionSteps to withdraw or cancel a transaction when the deal doesn't move forward
- How to Create Action ItemsSteps to create action items for individual properties
- How to Edit Action ItemsSteps to edit action items
- How to Complete Action ItemsSteps to make an action item completed
- How to Delete Action ItemsSteps to delete actions items that are not longer relevant to a transaction.
- How to Upload a DocumentSteps to upload documents directly to a specific home and folder
- How to Rename a DocumentSteps to rename a document that has been uploaded
- How to Delete a DocumentSteps to delete a document from a property
- How to Complete a Construction MilestoneSteps to mark a construction milestone complete
- How to Reset a Completed MilestoneSteps to reset a milestone if marked completed by accident
- How to Add ContactsSteps to Add Contacts (team members, buyers, and external)
- How to Edit a ContactSteps to edit an existing contact (buyer, team, external contact)
- How to Delete a ContactSteps to delete a contact (team member, buyers, external contacts)
- How to View Associated Transaction for a ContactSteps to view what transactions are associated to a contact
- How to Add Professional ContactsYou can add external professional contacts, such as loan officers, title agents, or insurance providers, to a property.
- How to Assign a Professional Contact to a PropertySteps to assign professional contacts involved in a transaction (loan, insurance, etc.)
- How to Update Your ProfileSteps to keep your profile information up to date
- How to Update Notification PreferencesSteps to configure your notification preferences to control alerts you receive
- How to Set Team Member as Primary ContactHow to set a team member as the primary contact on a property