Dashboard Resources – Draft Builders
Dashboard Resources
How do I submit a new work order?

On the top right of the Draft Builders main dashboard, find and click this button →

Then click on “Submit New Work Order”.

Select your desired “Project Type”

Provide the required project information

Click “Next” to confirm the details (please ensure this information is accurate) Click “Submit” to finish.

How do I change a work order?

When submitting a work order, customers should be certain that the project information submitted is accurate.

Customers should contact [email protected] if there are any changes that must be made to the project information.

How do I let Draft Builders know when I’ve completed my tasks?

There are several ways to view your pending tasks. Pending tasks for all projects can be found in the “Tasks” tab or by simply scrolling down on the main dashboard view. Drilling down in a specific project’s page will lay out pending tasks for that project only.

Tasks can be updated by hovering over the progress bar and clicking “Update” to choose a percentage indicating how much progress has been made, or clicking “Complete” to indicate that the task has been completed successfully.

How do I upload and download project documents?

Draft Builders performs business communications, like task notifications, via email. All documents transferred and stored in connection with Draft Builders’ services, however, are done so using Box’s market-leading, secure document management platform.

You can access all of your Draft Builders documents by accessing your “root” folder, here: https://draftbuilders.app.box.com/.

For quick access, navigate to any project page and click on the link for “Your Draft Builders Folder”.

In your root folder, each project with Draft Builders is organized into different folders with names that match the project name on the Draft Builders’ dashboard (i.e., following the format, “[customer_ref_no] — [order_date] — [project_type]”).

All documents for a given project are stored in that project’s folder. Users can upload and download files, but cannot alter uploaded documents or the file structure.

Your task notification emails will also include any relevant links to specific project folders.

How do I change my password?

First, log out of your Draft Builders account.

Next, navigate to the Draft Builders site (https://draft.builders), click “Login” in the upper-left, and then click on “Forgot password?”.

Submit your email address to receive a password reset link.

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