For security, WardOS sets your password through an emailed link rather than on this screen. We’ll email you a secure link — open it, choose a password, then sign in.
Reset Password
Enter the email on your account and we'll email you a link to set a new password.
Request an Account
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.
You'll choose your password after your request is approved — we'll email you a secure link to set it.
✓
Request Submitted
Your access request has been received. A Ward administrator will review and approve your account. You will receive an email when your account is ready.
Change Password
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.
Archived projects can be restored here. Only Admins and Owners can restore or permanently remove.
No archived projects.
An AI key lets an assistant — Claude, Grok through xAI’s developer API, and others — connect to WardOS.
Each key belongs to one staff member and acts with exactly their permissions. Everything it does is logged under that person.
Nothing can be deleted through it. Only you can issue or revoke keys.
Connect from the Claude app
https://ward-management.com/mcp
In Claude: Settings → Connectors → Add custom connector.
Name it WardOS and paste the address above. Leave the advanced settings empty.
Click Connect. A WardOS page opens — sign in and click Allow.
Only the people turned on below can connect. You always can.
Who can connect
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Connected apps
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Keys for developer tools
For tools that cannot sign in — e.g. Grok through xAI’s developer API. Address:
https://ward-management.com/mcp,
key sent as Authorization: Bearer wdk_…
Issue a key
Copy this key now — it will not be shown again.
Treat it like a password. Anyone holding it can act in WardOS as .
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💾 Backup Development Data
Download a JSON snapshot of the Development module only — Projects, Phase Tracker, Weekly Logs, Acquisitions, Links and Documents. It does not include WIP, Build, Vendors, work orders, Accounting, Maintenance, Warranty or users; those are covered by Firebase's scheduled backups (daily and weekly) and point-in-time recovery.
📂 Restore Data
Upload a Development snapshot exported above. Warning: this overwrites all current Development data (Projects, Phase Tracker, Weekly Logs, Acquisitions, Links, Documents). Other modules are untouched.
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
days — mission will wake up on —
Mission will be hidden until the snooze period ends. You'll be notified in your morning recap.
Complete the fields below to generate and sign a Substitute Form W-9. Your tax ID appears only on the signed PDF that Ward keeps on file — it is not stored in our database.
9 digits. Stored only on the signed PDF, not in our database.
Send Message
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.
Note: This list is separate from the Build module's contacts. Warranty contacts should be the person or department who handles warranty callbacks — not the field super.
The companies Ward contracts under. Tick “requires certificate” on the ones a trade must insure.
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Entity
Trades will be asked to upload Liability and Workers’ Comp naming this entity.
When on, every trade is asked for this entity’s certificate and a signed master
from day one — not only once a work order is issued under it.
Other spellings that appear on jobs, comma separated. Job records use several
variants, and a compliance check that misses one would silently pass or block
everything. Case and “LLC/Inc” are already ignored — only list real differences.
