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Tell us a bit about yourself and we'll set you up. Whether you're bidding on a project or already work with Ward, choose the option that fits below.
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User Management
Manage team access and permissions
Add User
🏙 Development
▶
Page Access
🏗 Build
▶
Project Type Access
Pages
📋 Manage
▶
Pages
📊 Portfolio
🔒 Granted by Admin/Owner
Add Partner Portal Contact
Assigned Projects
🔒 Internal Notes (team only)
📄 Internal Files (team only)
Approve Access Request
This creates an external partner account. They'll log in with the email and password they created when requesting access.
WARDOS
Actions
Account
Support
WardOS v17.45
Module
Navigation
📊 Dashboard
📋 Projects
Missions
🌎 Partner Portal
📈 Phase Tracker
📝 Weekly Field Logs
🏢 Acquisitions
🏛 Architecture
📁 Documents
🔗 Links & Resources
Add to Home ScreenInstall Ward Dev as an app
Dashboard
📝 My Notes
Private to you — synced across devices.
Add Event
All Projects
Phase Progress Tracker — columns match current Dashboard sort order
Weekly Field Logs
Project
Week
Active Acquisitions
Architecture Projects
Architectural Phase Tracker
📍 Project Map
Type: Single Family Multifamily/Apts Industrial Mixed/Multi-Use Commercial Acquisition Other
📌 Needs Geocode
Project Documents
Missions
Links & Resources
Add This Week's Update
Week of —
0%
🌎 Partner Portal
Admin Panel
👥 User Management
📋 Audit Log
🗑 Archived Projects
💾 Backup & Restore
🌎 Partner Portal
📋 Saved Lists
✉ Email Config
🎵 Sounds
Manage team members, roles, and page access
Loading audit log...
Archived projects can be restored here. Only Admins and Owners can restore or permanently remove.
No archived projects.
💾 Backup Data
Download a full JSON backup of all project data. Store it somewhere safe as a manual snapshot.
📂 Restore Data
Upload a previously exported JSON backup. Warning: this will overwrite all current data.
Manage partner portal contacts and their portal access
Project Types can be added manually below. All other dropdown values save automatically when you save a project. Remove outdated or duplicate entries with the × button.
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Configure EmailJS for real-time notifications.
Email: Not ready ✗
Notification Triggers
📣 Broadcast Email
Setup steps:
1. Go to emailjs.com and create a free account
2. Connect a Gmail or Outlook account as your sender
3. Create a template with variables: to_email, to_name, subject, message, from_name
4. Copy your Service ID, Template ID, and Public Key here and click Save Config
✉ Send Recap Email
Select who should receive the recap email right now:
Recipients
Control which sounds play in the app. Settings are saved per user — each team member can set their own preferences.
New Mission
Assigned To (star = Lead | star2 = Lead 2)
Notes
Document Link (optional)
Attachments
Save mission first to attach files
Any file type. Max 50MB per file.
New Project
Project Identification
Key Contacts
Partner Portal Utilities
Financial
Notes
To-Do / Next Action
🔒 Tony's Notes (Tony-Owner & Admin only)
📄 Phase Tracker Report
Select projects to include in the report:
Projects
Phase Progress Report
👋 Welcome Back
Here's what happened since you were last here:
Add Note to Activity Feed
📊 Missions Report
Report Type:
Select a report type above.
Mission Details
Notes
Send Message
Assign Mission
New Acquisition
Property
Parties
Key Dates
Status
Tony's Notes
Document Links
Files
Save acquisition first to attach files
Add Document
SharePoint: find file, click ..., Copy link, paste here. Click the link in the app to open directly.
Save document first to attach files
Project Status Report
Projects
Include Fields
Select projects and fields above, then click Generate.
WardOS — Ward Development & Investment Co. | Confidential
WARDOS
Project Report
Include:
WardOS — Ward Development & Investment Co. | Confidential
WARDOS
🏠 Dashboard
🔨 Jobs
📓 Daily Logs
🏳 Missions
📁 Documents
📈 Estimator
🌎 Partner Portal
Actions
Account
Support
WardOS v17.45
🏠 Dashboard
🔨 Jobs
📓 Daily Logs
🏳 Missions
📁 Documents
📈 Estimator
🔗 Links
🌎 Partner Portal
🏗 Construction Dashboard
0
Total Jobs
0
Active
0
On Hold
0
Complete
0
Active Missions
0
Overdue Tasks
⏰ Due Today / Overdue Across all active jobs
🏘 Active Developments
🔨 Construction Jobs
📓 Daily Field Logs
🏳 Missions
📈 Cost Estimator
📁 Job Documents
🔗 Links & Resources
Construction Resources
🏗Buildertrend 📋ICC Building Codes ⚠OSHA Construction 🏠NAHB
🌎 Contractor Portal
⚙ Construction Admin
🏠 Plans & Templates
🏘 Developments
🌎 Contacts
🗑 Archived Jobs
📋 Saved Lists
📄 Audit Log
👥 Users
Manage plan templates and task schedules
Loading plans... (if this persists, click Home Plans tab)
Developments are auto-created when you add a job. Delete developments with no active jobs.
Manage Trades, Suppliers, and Service Providers
Archived jobs can be restored here. Only Admins and Owners can restore or permanently delete.
No archived jobs.
⚠ Batch Import (Admin Only — One Time Use)
Imports 49 pre-configured jobs: 39 Madison Valley + 10 Heritage Farms 1st. This cannot be undone.
Auto-saved dropdown values. Delete outdated or duplicate entries.
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Last 200 actions across all Build module activity.
Click the Audit Log tab to load.
User management is shared with the Development side. Use the Development Admin tab to manage all users including CONSTRUCTION role accounts.
Add Warranty Sub
New Warranty Ticket
Add Homeowner
New Construction Job
Job Detail
Daily Field Log Entry
🏗 Site
🛠 Trades On Site
🚚 Materials & Deliveries
⚠ Known Issues & Concerns
New Home Plan
Edit Task Template
Load from base template: Warning: replaces current tasks in editor only
Save as New — creates a new plan template, original unchanged.  |  Update This Template — overwrites the current template for all future jobs using it.
🔔 What's New in WardOS Build
New Mission
Assigned To (star = Lead)
Notes
Document Link (optional)
Add Contact