Start a project, then upload that home's selections: a BuilderTrend Selection Print PDF or a CSV, or add the products by hand.
Click Find all manuals to search every product at once.
Open each document that comes back and accept or reject it.
Click Review & publish to make every accepted document live in the homeowner app.
Invite each homeowner by email; there is nothing else for them to set up.
← All projects
Review & publish
Publish makes every document live in the homeowner app and renders the
welcome letter and warranty as the front of the manual. Here is what it
will ship and what is still missing.
Auto-found documents to review
Nobody has opened these yet. Open each PDF and accept it, or reject it
to remove it and put the product back in the needs-manual queue.
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Product
Type
Confidence
Products
The flow: 1 import selections → 2 review the table (fix brands and model numbers, delete junk) → 3 find manuals → 4 publish.
Model numbers matter most: they are how manuals get found.
Start here
Upload this home's selections: a BuilderTrend Selection Print PDF, an Excel workbook (.xlsx) or a CSV with item, brand, model, section and location columns.
Finding documents
0 found0 need a human0 skipped0 not searched
You can leave this page; the search keeps running and this block picks back up when you return.
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Product
Brand
Model
Location
Status
Actions
Import more selections
Paste an appliance order
The appliance dealer's order or quote, the one that lists the real model numbers.
Paste the text or upload their PDF. Nothing is replaced unless you tick the boxes.
Emergency & service contacts
The tear-out contacts page at the front of the binder and the contacts card
in the homeowner app. Trade, company and phone; the note is for things like
"24-hour line". Your own warranty contact block renders from Settings.
Trade
Company
Phone
Note
Welcome letter and warranty
An empty field uses your Settings template, live; editing saves a copy just
for this project. Placeholders {{owners}}, {{address}},
{{delivery_date}} and {{builder_name}}
fill in automatically. Publish renders them as branded documents at the front of the manual.
The drafted welcome letter reads differently for a renovation than a new build.
Home maintenance rhythm
The seasonal maintenance page (Spring, Summer, Fall, Winter, Annual), derived
from this home's actual products with the responsible trade's phone inline.
Draft it, edit until it is right, save; publish renders it behind the Quick
Reference pages and in the homeowner app.
Surface care card
One page for whoever cleans the house: per-surface do and don't lines from
this home's actual finishes. It renders as the binder's last page, where it
can be found and torn out.
Warranty registrations
The "Register Your Products" guide builds during Find all manuals. Add your
own note under any item (retailer-of-record instructions, "call us before the
manufacturer" routing); it renders under that item in the guide and the app.
Homeowners
Email
Name
Last sign-in
Invite emails the homeowner the app address and sign-in instructions (they sign in with their email; a 6-digit code arrives each time).
Cover, contents with page numbers, and every section behind a branded divider: welcome letter, registrations, warranty, then all manuals and care guides. Duplex-ready. Publish first so the latest documents are included.
Version
Pages
Built
Binder-only mode
Delete this project
Removes the project, its products, manuals, homeowners and stored files. This cannot be undone. Type the project name to confirm.
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Company
Who signs the welcome letter. Two principals sign as two people; leave empty to close with the company name only.
Your plan
Team
Email
Name
Role
Last sign-in
Members run projects; owners also manage the team and settings.
Brand
Pick your two brand colors. They style your homeowners' app and every rendered document; lighter and darker shades are derived automatically. The logo shows in the homeowner app header and your office here.
Welcome letter template
Used at the front of every binder and manual. Placeholders {{owners}}, {{address}} and {{delivery_date}} fill in per project. Write your own, or describe your voice and let us draft it.
Default warranty text
Your standard limited warranty language. New projects start with this; each project can edit its own copy. It renders as a branded "Your Limited Warranty" document and grounds the app's answers to warranty questions.