Learn about the core features of Buildout to get started!
If you'd like to skip ahead to a specific section, you can jump to the following times to learn about:
Navigating the Property Inventory page (00:36)
- Filter properties by status, type, or availability
- Filter properties by broker
- Search for properties by address information
- CLICK HERE for a more in-depth article on this specific topic!
Managing Company Settings (01:16)
- Navigate to Company Settings
- Manage company account, billing, and contact information
- Create and edit office information
- Explore user profiles and user-specific fields
- Connect email provider for email blasts at the user level or the company level
- Setting user permissions to permit or restrict access
- Access plugin management
Entering information into the Property Edit Form (08:25)
- Accessing the Property Edit Form
- Marking a property as a proposal listing
- Learning the required fields for a property
- Overriding the map pin location
- Selecting the property type
- Filling out a Rent Roll or Unit Mix
- Choosing an availability for a listing
- Filling out individual spaces
- Creating financial statements
- Uploading png or jpg photos
- CLICK HERE for a more in-depth article on this specific topic!
Learning the different property tabs (17:35)
- Managing sale and lease property websites
- Sharing documents as public, locked, or for specific users
- Require Confidentiality Agreements on documents
- Creating emails for an individual property
- Checking the connected syndication channels for a property
- Making Craigslist posts (this feature is no longer supported by Buildout)
- Using the Plans tool to mark up a site plan image
- Adjusting Demographics rings or data points
Creating a document (29:15)
- Click on the New Document button to choose a document type
- Open the Document editor
- Adding, removing, and re-ordering document pages
- Finding pages in the Page Library
- Using blue Text Adjustment Bar to manage line height and font size
- Using blue hover bar on tables to add/remove columns and rows
- Using blue hover bar on photos to manage photo display
- Using blue page edit bar to review individual page layouts and options
- CLICK HERE for a more in-depth article on this specific topic!
Including a PDF in the document (34:30)
- Finding the PDF Document and PDF with Header/Footer pages
- Choosing to upload a PDF as-is or to overlay the header/footer design to match the document
- CLICK HERE for a more in-depth article on this specific topic!
Creating a Retailer Map (36:05)
- Selecting ‘Edit Map’ from the blue page bar
- Finding nearby retailers to include on the map and adjusting positions
- Uploading retailer logos for continued use
- Customizing retailer pin styles
- Drawing shapes and adding textboxes on the retailer map
- Changing the map type
- Adjusting all retailer pin designs at once
- Double-click on the map to add a custom retailer pin
- CLICK HERE for a more in-depth article on this specific topic!
How to ask for help (42:30)
- Reach out to support@buildout.com or use live chat during business hours
