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