bildflow documentation

What bildflow does, how the app is laid out, and the order to set things up in.

Sign up, fill in your company details, and understand your trial and storage.

The roles in a workspace, what each one can do, and how agents and buyers get access.

Run your practice in bildflow — projects with stages, tasks, site diary and a client pipeline — without the off-plan selling tools.

What the Site work module covers, who switches it on or off, and what changes for your team, partners, guests and buyers when a workspace only sells.

Find a project, unit, buyer or lead by name, number, email or phone, or describe the units you want in plain English or Greek.

Create a project, find your way around its tabs, and set its location and points of interest.

Add and edit units, change their status, filter the table, and describe units and projects with your own fields.

Upload the cover, gallery, floor plans and brochures, and share documents with exactly the people who should see them.

Track progress with weighted milestones and post photo, video and PDF updates that buyers see in their portal.

Give your team clear jobs — on a project, a lead, a buyer, an agent or nothing — with owners, due dates, checklists, comments, files and a board view.

Keep a daily record of each site — weather, workforce, deliveries, delays and photos — get it approved, export it as PDF and share a progress note with buyers.

Pin defects on each unit's floor plan, assign them to a trade or a partner contractor, track them to checked, let buyers report issues after handover and download a snag report PDF.

Work on one project with an architect, engineer, contractor or consultant who also uses bildflow — shared tasks, site diary and documents, each firm in its own workspace.

Invite a contractor, architect, engineer or consultant who isn't on bildflow to one project — a free guest login for its tasks, site diary and team documents.

Capture enquiries, move them through the pipeline, log calls and meetings, and convert a buyer.

Let people book a viewing online, set your available hours, sync with Google Calendar and manage bookings.

Give estate agents live availability, prices, photos, documents and downloads — by shared link or their own login.

Hold a unit, send a reservation agreement for e-signature, collect the deposit by bank transfer or card, and keep the audit trail.

Set what you pay agents, let paid reservations record the commission automatically, track it from owed to paid, and give agents a statement.

Send each new lead to the right salesperson, see which units fit it, and e-mail opted-in leads when a fitting home comes up.

See how fast units sell, which agents and agencies bring the reservations, whether buyers pay on schedule and which lead sources pay off, for a period and project.

Send launch announcements, price-list updates and news to the leads who asked for them, in their language, with one-click unsubscribe.

What your buyers see after they sign in, and how you manage buyers and their units from the staff app.

Record a buyer's payment schedule, mark instalments paid, and keep buyers informed.

Offer buyers finish options — flooring, tiles, kitchens — and collect their approved choice before a deadline.

Record warranties, maintenance and manuals for a project or a unit, hand units over, and let buyers find it all in My home with reminders before warranties end.

Publish a public page for a project, with photos, availability, a map and an enquiry form, in four languages.

Draw clickable shapes for units and floors on a picture of the building, and show live availability on your microsite, the agent portal and your own website.

Put your enquiry form and booking widget on your own website with a copy-and-paste snippet.

Send your available units to Kyero and other property portals with one feed URL that stays up to date as units sell.

Sync live inventory to WordPress or any website with API keys, embed forms, and connect Google Calendar.

Send a signed event to your own server, Zapier, Make or n8n when a lead arrives, a unit changes status, a reservation is signed, a payment is recorded or a viewing is booked.

What a webhook request contains, how to check its signature in Node or PHP, and how to handle repeats and events out of order.

What the AI tab can produce for a project, what it needs to work well, and which plans include it.

Generate branded posts, stories and banners from your own renders, or have AI draw a concept scene.

Write social posts, marketing briefs and unit descriptions, fill a unit from its photos, and build a branded PDF presentation.

How many credits each AI action costs, your monthly allowance, and what happens when you run out.

Connect Claude or ChatGPT to bildflow so you can ask about projects, units, sales and tasks, and create tasks, notes and leads, with only the access you have in the app.

Set your logos, colours, fonts and tone of voice once — the app, both portals, generated images, decks and AI copy all use them.

Talk to buyers in one inbox, and understand which notifications you get and where they take you.

What each plan includes, how to upgrade or change your subscription, and how limits work.

Export a person's data, erase it, handle buyers' deletion requests, and export or delete your whole workspace.

How your workspace's data is kept separate and private, how files are protected, and what the activity log records.

Report a problem, request a feature or ask a question, and follow the conversation with our team.