HOW IT WORKS

How WayPoint works for builders, homeowners and subs

Pick your role. Every section names the WayPoint app it is about.

Run the job in WayPoint. Your client gets their own login.

WayPoint is the app builders run jobs in: the budget, bid requests to your subs, change orders, draws your client approves, and selections with due dates. Your client (the homeowner) gets their own login to the same job, and you choose what they see.

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WayPoint

Start a job and choose what your client sees

Create a job with its name, type and dates, then pick Fixed Price or Cost Plus. On Fixed Price, your client sees the contract price, change orders and draws, but not your costs, your markup or what you pay your subs. On Cost Plus, they also see your costs by trade (including overhead and profit) and what each sub is paid.

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WayPoint

A budget you check and lock

WayPoint drafts a budget by trade for the job. Every line carries a tag that says where its number came from: Estimated (from your questionnaire), Takeoff (measured from your plan), Bid (priced by your sub) or Contract (signed). When it's right, lock it. The starting budget is frozen at that point, and the working budget keeps up as bids and selections come in. If you upload your floor plan, WayPoint marks the rooms it finds, and you can move markers or add a room it missed.

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WayPoint

Bid requests to your subs

From a budget line, send a bid request to up to three of your subs, with the scope and a deadline. Subs answer from their own WayPoint login, and each bid comes back to the job with a price and an estimated number of days. Accept one, and the budget updates. The subcontract is put together from the contract you uploaded to your company profile, with an exhibit for this job's scope, schedule and the accepted price. The sub signs when they send the bid, and you counter-sign when you accept it.

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WayPoint

Change orders you both sign

Write the change order: what changed, the reason, the cost and schedule impact, and details for your client. It goes to your client to sign in their login. You counter-sign, and only then does the budget move. Every signed change order is filed under Files > Signed Change Orders with both signatures, the date, and the price before and after. If your client sends you a change request instead, you answer it with a price, and if they accept, a change order is created for both of you to sign.

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WayPoint

Draws your client approves

When the work is done, request the draw from Budget > Payments: the amount, what it covers, any receipts or photos, and your full name typed as your signature. Your client sees what the draw covers and your receipts, and taps "Approve draw" or "Decline" in their login. When the payment lands, you record it. You can also lay out every draw for the job once, from a template such as "Standard residential", "Simple" or "Five equal draws", and request each one from the same list.

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WayPoint

Selections with due dates

Your client's selections fall into four groups: before framing, framing complete, before drywall, and drywall complete. Each group is due 30, 60, 90 or 120 days after your start date, and your client sees the same dates in their login. If a group runs late, a daily check moves the job's target finish date out one day for each day late.

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WayPoint

Your client, your subs and your office on the job

Invite your client and your subs from the job by email or text. They tap the link, create their login and are added to the job; subs see the tasks you assign them. Invite your office as Company Owner or Staff Member (three team logins are included). Subs post updates from their own login, tagged to a room or the whole site. You can reply, mark a post "Needs fix", or hide it from your client; the person who posted it and your team still see it.

What you need to start

  • A WayPoint builder account: your name, company name, work email and a password (at least 8 characters).
  • For each job: a name, dates, and Fixed Price or Cost Plus.
  • Before you send bid requests: a contact name, email and phone, your insurance details, and your own subcontract uploaded to your company profile.
  • Email addresses or mobile numbers for your client and your subs, to invite them.
  • Optional: your floor plan, if you want WayPoint to mark the rooms.

Questions builders ask

Will my client see my costs and markup?

Only if you choose Cost Plus for that job. On Fixed Price they see the contract price, change orders and draws, not your costs, your markup or what you pay your subs. Until you confirm the choice on a job, your client doesn't see your costs.

Do my client and my subs need their own logins?

Yes. You invite them from the job by email or text. They tap the link, create their account and are added to that job. Subs see the tasks you assign them on the jobs you invite them to.

Will my client see everything my subs post?

They see crew updates unless you hide one. A hidden post and its photos come off your client's feed; the person who posted it and your team still see it. A "Needs fix" note you send a sub stays between you and your team by default.

Can my office staff use it?

Yes. Three team logins are included (you and two staff). From Team, invite each person as Company Owner or Staff Member; each gets their own login.

Does it work on my phone?

Yes. WayPoint runs in your phone's browser, with Home, Projects, Team and Reports along the bottom, and you can add it to your home screen.

Free until your first job starts. See pricing

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