Operator
Your guide to the Foundation platform — covering everything builders need to manage communities, homebuyers, and operations from onboarding through close.
76 articles
Getting Started
Everything you need to get set up in Foundation, understand the platform, and complete your initial onboarding.
- Welcome to FoundationA high-level introduction to Foundation’s mission, value, and how it supports modern builders.
- Intro to OperatorAn overview of Operator, including core features, key modules, and how they work together.
- Account SetupLearn how to create an account, log in, reset your password, and download the mobile app.
- Download the Mobile AppSteps to download the Foundation App to manage your operations on the go
- Manage Profile & PreferencesThis guide explains how to manage your user profile and notification preferences in Operator.
- Manage Team MembersManaging users in Operator helps ensure smooth collaboration and clear ownership across your teams.
- Connect Team to PropertiesConnect Team Members to Communities or Properties
- Manage Your BuyersAdd and invite your buyers so you can start communicating with them immediately
- Understand the Buyer PortalThe buyer portal is what the buyer sees when visiting the web app and how they interact with your app
- Communicate with BuyersOperator provides two primary tools for communicating with buyers: Updates and Messages.
- Quick Start Guide: First 5 Things to Do After Signing UpThis guide helps you get started quickly with the platform
- Operator FAQsFrequently Asked Questions
How to Guides
Step-by-step instructions for completing common builder workflows in Operator.
- 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
Product Overview
A guided walkthrough of Operator, including navigation, tabs, and how data flows across homes, people, and communities.
- Operator OverviewOperator is Foundation’s central platform for builders
- Homes Tab OverviewThe Homes tab is the central workspace for managing your property portfolio in Operator.
- People Tab OverviewThe People tab is the central directory for managing everyone involved in your projects from team members, buyers, and external contacts.
- Inbox Tab OverviewThe Inbox tab is the centralized inbox for all group conversations in Operator.
- Advanced Tab OverviewThe Advanced Tab is where you configure the foundational data that structures your projects within Operator.
- Utility Providers OverviewThe Utility Providers section is a centralized library for managing utility provider information in Operator.
- Communities OverviewA Community represents a development or neighborhood and groups together properties, plans, utilities, media, and settings.
- Plans OverviewThe Plans section is the master library for all floor plans and home models in Operator.
- Buildings OverviewBuildings are used to manage multi-unit properties, such as condominiums or townhome buildings.
- Properties OverviewProperties represent individual homes within a community.
- Action Items OverviewAction Items are used to guide buyers through required tasks and events during the transaction
- Documents OverviewThe Documents section is the centralized library for all files related to a home
- Construction Milestones OverviewConstruction Milestones are a templated series of key stages in the building process
- TranslationsSpeak your buyers' language.
- Community documents backfillAdd a document to every home, at any stage — in one step.
- Team backfillAdd a team member to every home, at any stage — in one step.