Help Center

Broker & Agent Guide

You're the hub. This guide covers everything from adding a property to approving finished work.

Step 1 — Add a Property

Everything in Flipsterz starts with a property.

1
Go to Dashboard → Add Property

Click Add Property from the main dashboard. Fill in the address, city, state, zip, beds/baths/sqft, and set a rehab budget and target completion date — these two unlock the budget tracker and timeline alerts on the project HUD.

2
Open the Project HUD

Click the property from the dashboard to open the Project Command Center — your full view of budget health, timeline, smart alerts, task status warboard, and money tracking tabs all on one page.

Tip: Set a rehab budget and target completion date before adding tasks. The HUD health score and timeline alerts won't fire without them.

Step 2 — Build the Task Board

Tasks are the major scopes of work — Kitchen, Roof, Flooring, HVAC, etc.

1
Add a Task

From the property page, click New Task (top right of the Tasks panel). Give it a title, select the room/area, and set a budget range (min and max). Tasks start in draft status by default.

2
Read the Task Cards

Each task renders as a status card with a colored border that matches its current stage. The card shows the room badge, status pill, progress bar (sub-tasks), budget range, actual costs, and a direct action button. Cards with red or orange borders need your attention now.

3
Move Tasks Through the Workflow

Use the Edit button on a task card to change its status. The full lifecycle:

Draft
Bidding
Owner Approval
In Progress
Needs Review
Complete

Step 3 — Sub-Tasks & the Kanban Board

Break each task into granular sub-tasks and drag them through the workflow.

1
Open a Task → Add Sub-Tasks

Click any task card to open the task detail page. Click Add Sub-Task to break it into steps — e.g., "Demo existing tile", "Install cement board", "Set tile", "Grout". Each sub-task can have its own budget, dates, and photos.

2
Use the Kanban Board

The board has four columns: Not Started → In Progress → Awaiting Review → Complete. Drag sub-task cards between columns to update their status instantly. The progress bar on the task card updates automatically.

3
Open a Sub-Task for Full Detail

Click Details on any kanban card to open the sub-task whiteboard — schedule, photos, documents, invoices, and the activity thread all in one view.

Step 4 — Reviewing Contractor Work

When a contractor submits work, you'll know immediately.

1
Smart Alert Fires on the HUD

When a contractor clicks Submit for Review, the task status flips to Needs Review and a red alert appears at the top of your project HUD. Click the task name in the alert to jump directly to that task.

2
Approve or Request Rework

On the sub-task detail page you'll see a red banner with two buttons: Approve Work (marks sub-task complete, logs it in the activity thread) or Request Rework (opens a modal where you write exactly what needs to be fixed — the contractor sees your note in their activity thread).

3
Use the Activity Thread

Every sub-task has an Activity Thread on the right side of its detail page. Every note, submission, approval, and rework request is logged here chronologically. You and the contractor can leave plain notes too — it's your shared communication channel for that specific piece of work.

Money Tracking

Four document types keep your money picture complete.

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Receipts — Money Paid

Upload receipts for anything already paid. Assign line items to specific tasks or sub-tasks to track where money actually went.

Refunds — Money Back

Returned materials, cancelled orders. Links to the original receipt and reduces actual costs automatically.

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Invoices — Money Owed

Bills you've received but haven't paid yet. Keeps your committed spend visible before cash actually leaves.

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Estimates — Projected Costs

Contractor quotes before work starts. Link an estimate to a specific task to use it as a bid. Select a winner to move the task to owner approval.

Always assign line items. After uploading any document, open it and assign each line item to a task or sub-task. Unassigned items trigger a warning alert on the HUD and won't show up in task cost totals.

Reading Smart Alerts

The HUD generates alerts automatically — no setup needed.

Needs Review (red)
Contractor submitted work. Click the task name to go straight to the inspection view.
Rework Required (orange)
You bounced a task back. Contractor has been notified. Click to see what's outstanding.
Owner Approval (yellow)
Bid selected, waiting for owner sign-off. Click to view the pending task.
Bidding (blue)
Task is out for estimates. Click to review competing bids and select a winner.
Over Budget (red)
Actual costs exceeded rehab budget. Click to open the cost tracking section.
Timeline Warning (yellow)
Completion date is approaching or past. Click to open Project Settings and adjust.

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