Project Owners - Account & Project Setup Guide

Modified on Thu, 1 Aug at 2:46 AM

Introduction: 

With this Guide, Project Owners will learn how to get started with Bildhive, create new projects, form a team, invite collaborators, and manage the projects and their own accounts.


If you are just getting started with Bildhive and have been invited to Collaborate on a Project, use the Bildhive Project and Setup Guide for Project Collaborators to set up and manage your Account and Projects. 


!! Heads-Up 

Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.



TABLE OF CONTENTS



Step 1 Create An Account as a Project Owner


1. Log In and Create an Account

  1. Log In to Bildhive Admin.Bildhive.com

  2. In the Log In Pop-up, click Create an Account

  3. Fill in all the required information*

  4. If you already have an accountyou can access Bildhive through the email invite or use Google or Microsoft to sign in


Mandatory Fields.


!!  Access a new Project directly from Bildhive

Go to the Top Right Corner, find the Bell, click your notifications, and select the new project.



Step 2 Password and Security Measures

2. Set Up a Secure Password

  1. Password should have a Minimum of Fourteen Characters

  2. Must Include at least one Uppercase Letter, one Lowercase Letter, One Number, and one of these Special Characters @$!%*?&

  3. Do NOT Include your Name or your Amail address


!! Are you having Problems Creating a New Password?

  1. Go to the top of your browser and Press the Refresh Button

  2. If this doesn’t work, check that you are NOT Using Special Characters other than @$!%*?&

  3. Make sure you are NOT Including either your Name or your Email Address

  4. Make sure your Password Wasn’t Changed within 3 days (see Password Expiration Policy)

  5. Make sure you are not repeating a Previously Used Password. See our Remembered Password Policy

  6. Did you attempt your password more than 10 times and failed? Then, you were locked out of the platform. Try again in 1 hour (see Account Lockout Policy)


3. Password Expiration Policy

  1. Minimum Password Age is 3 Days, meaning you CAN’T change your password within 3 days

  2. Maximum Password Age is 90 Days meaning the platform FORCES you to Reset your password Every 90 Days 


4. Do Not Reuse Any of Your Last Eight Passwords

  1. The platform will Remember the last Eight Passwords you have used and will not allow you to repeat them



!! What are TOTP or Time-Based One-time Passwords?

TOTP, or Time-Based One-Time Passwords, are a form of 2FA (two factor authentication) that Generates Unique Numeric Passwords based on the current time. They boost account security as a second factor and can be Accessed Offline for user convenience. You will be Prompted to Enable 2FA. 


5. Enable Two-Factor Authentication (TOTP)

  1. First, Download and Install any Authenticator App on your phone (Google Authenticator, Microsoft Authenticator, Authy, etc) or browser extension on your computer

  2. Once installed, open Bildhive and navigate to your Homepage 

  3. From the Left Navigation Bar, select My Profile 

  4. At the Top of the Profile page, select the Security Tab

  5. The Authenticator Tab opens by default

  6. At the bottom of the page click Set Up 2FA

  7. Use your Phone to Scan the Bar Code on the page or

  8. Locate the Secret Key below the QR Code and enter it in your Authenticator App

  9. Once you do this, a Code appears in the Authenticator

  10. Copy the Code and

  11. In the Field below Activate 2FAEnter the Code generated by the Authenticator

  12. Click Verify & Activate 


!! Do you already have an authenticator app on your phone? 

Just open your App, tap the plus sign, then scan the QR Code provided in Bildhive, or enter the Secret Key that appears below it. Then enter the Code in the field below Activate 2FA and Click Verify And Activate.



!! Are you not able to Access your Authenticator and need to provide a verification code?

If for some reason you DO NOT have the phone and can’t open your Authenticator App, you can enter a Recovery Code.  To Generate your Recovery Codesfollow these steps.



!! What happens if I don’t have Access to my device to Retrieve the Two-Factor Authentication Codes?

Use your Recovery Codes to Access your Account if you Cannot Receive Two-Factor Authentication Codes.


6. Generate Recovery Codes

  1. Once you set up the Two-Factor Authentication, you will be redirected to The Recovery Options Tab

  2. Click Generate Recovery Codes

  3. Copy the Codes and keep them in a Safe Place


!!  Keep your recovery codes as safe as your password. 

We recommend saving them with a password manager such as 1Password, Authy, or Keeper. These codes are the last resort for accessing your account in case you lose your password and second factors. IF YOU CANNOT FIND THESE CODES, YOU WILL LOSE ACCESS TO YOUR ACCOUNT. For help, contact support@bildhive.com.


7. Log in Directly with Microsoft 365 or Google

  1. At the bottom of the Log-In page, locate the Log in with Microsoft button or Log In with Google button and click on either one of them


8. You have 10 Attempts to Log in Before the Platform Locks you Out

  1. If you have Failed to log in 10 Times In A Row, the platform automatically Locks

  2. After 60 Minutes, the platform automatically Unlocks and you can try to log in again


9. SAAS Terms and Conditions and Privacy Policy-Review and Agree

  1. Review Bildhive’s SAAS Terms & Conditions and Privacy Policy*

  2. When you have finished reading, click I Agree

  3. At the Top of the screen, you will see a Notification indicating that you have Successfully Registered and to go to your Inbox to Activate your account


Mandatory Fields.


Step 3

10. Verify Email

  1. To Verify your Email, go to your Inbox, open the Registration Complete email and click Verify Email

  2. The Login Screen pops up

  3. Enter your Email and Password

  4. Verification Code is sent to your Inbox

  5. Enter the verification Code and click Verify Device

  6. Once the Device is Verified, you are redirected to your Welcome Screen


Mandatory information.


!! You don’t see the ‘Registration Complete’ email?  

Check your Junk Mail folder or Spam folder.  Otherwise, contact support@bildhive.com


!! TIP: Verify the device for 60 Days

Below the Verification Code field, select Verify this Device for 60 Days to skip this step for the next 60 days.


Become a Bildhive Partner

11. Identify your Company as a Bildhive Partner

  1. Ask your Bildhive Administrator to identify your company as a Partner

  2. Once this is done, when you create a New Project, select your Company in the  Partner Dropdown when entering your Billing Information



Create a New Project

12. Choose the Type of Project you Want to Create

  1. At the Top and Center of the Welcome Screen, next to Select a Project, click Create a New One

  2. Then, in the Choose a Project Type screen, click Create New Community or Condo Project, Create New Group Project or Create New Corporate Project

  3. If you Need Help making a Selection, click Contact Sales tCall them Directly or  to Book a Demo


!! Community or Condo Projects are Ideal For

Standalone Low Rise Communities or Condominium Projects or if you are participating in a Group or a Corporate Project.


!!  Group Projects are Ideal For

Brokerages or Marketing Agencies who are managing the sales and marketing efforts for a group of builders who are participating as a group in a community development project


!!  Corporate Projects are Ideal If

You want to Consolidate all your Community Projects under one umbrella


!!  STOP  

Credit Card is required to Set Up a Project.


Create A Community Project

13. Step 1 - Provide Project information, Billing Details, and Project Location and Setttings

  1. On the Choose a Project Type screen, select Community or Condo Project

  2. Once you click Create New Community or Condo Project, you are redirected to Step 1-Provide Project Information, Billing Details, and Project Location

  3. Select a Color to identify your project in the Project List

  4. Click Next to Select a Plan and Add-Ons


 * Mandatory fields.


Info: About the Project Address 

In most cases, the Project Address will Differ from the Billing Address.


!!  STOP: Make sure to enter the EXACT Number of Lots.

  • Your license will be Limited to the Number of Lots you Enter in the How Many Lots in Your Project field.

  • All Projects Include 50 Lots

  • Additional lots are Charged per Lot 

  • For More Information Click Here or contact  support@bildhive.com


14. Step 2 - Select a Currency, Plan, and Optional Add-Ons 

  1. At the Top Right of the Select your Plan Screen, find the Currency Dropdown

  2. From the Dropdown, select USD or CAD depending if you want to pay in US Dollars or Canadian Dollars

  3. Then, select either Pay Monthly/Commit Annually or Pay Annually/Save 10%/Commit Annually 

  4. Select a Package 

  5. Click on the Optional Add-ons that you require

  6. Add-ons may include, among others,  Add API Calls, Online Video Chat Support, and Onboarding 

  7. Click Next


!!  Why is Onboarding Pre-Selected?

Onboarding is Mandatory for ALL  First-Time Bildhive users.


!!  TIP: Check out which Apps are Included in each Package

Scroll Down and Click the Show All Features button Below the Package Options.


!!  A Supplementary Subscription is REQUIRED when the Project is: 

  • Part of a Group Community 

  • Part of a Corporate Project  


15. Step 3 - Review, Add a Payment Method, and Finish

  1. Review the Package Options and Pricing Breakdown

  2. Enter a Coupon Code if available

  3. Click Add a Payment Method

  4. In the Add New Card Pop-up, enter your Credit Card Information

  5. Click Add Card

  6. Once you add a card, it is Listed in the How Would you Like to Pay Screen

  7. Click Create

  8. Select Get Started to Start Working on your projec

  9. To add a New Project, click Create Another Project


!!  STOP: Make sure you Include the EXACT Number of Lots.

  • Your license will be Limited to the Number of Lots/Doors you Enter.

  • All Projects Include 50 Lots

  • Additional lots are Charged per Lot 

  • The Lot Fee is a ONE-TIME Fee that is over and above your monthly subscription fee. It is Charged upon Initial Project Set-up 

  • For More Information Click Here or contact  support@bildhive.com


!!  Info: Once the project is created successfully, 

Success notification pops up and the project is added to your project library and Listed in your Welcome Screen.


16. Change the Package Selection, Add-Ons, or Payment Method

  1. To Change your Package Selection, go to the top right of the Screen and click your Monogram (circle with your Initials

  2. From the Dropdown, select Billing 

  3. From the project List, Locate the Project and to the right of it, click View Invoice

  4. Or Scroll Down and click Back

  5. To Change your Payment Method or Add a New One to your list, follow These Steps


Create A Condo Or High-Rise Project

17. Step 1 - Provide Project Information, Billing Details, Project Location and Settings

  1. On the Choose a Project Type screen, select Community or Condo Project

  2. At the bottom of the field, click Create New Community or Condo Project

  3. Once you click Create New Community or Condo Project, you are redirected to Step 1-Provide Project Information

  4. In the Provide Project Information screen, enter the Project Information, Billing Details* and the Project Address *

  5. Select a Color to identify your project in the Project List

  6. Click Next to Select a Plan, Currency, and Add-Ons


 * Mandatory fields.


Info: About the Project Address 

In most cases, the Project Address will Differ from the Billing Address.


!!  STOP: Make sure to enter the EXACT Number of Doors.

  • Your license will be Limited to the Number of Doors Entered in the How Many Doors in Your Project field.

  • All Projects Include 50 Doors

  • Additional lots/doors are Charged on a per Door basis 

  • For More Information Click Here or contact  support@bildhive.com


18. Step 2 - Select Your Currency, Type of Plan, and Optional Add-Ons

  1. At the Top Right of the Select your Plan Screen, find the Currency Dropdown

  2. From the Dropdown, select USD or CAD 

  3. Then, select either Pay Monthly/Commit Annually or Pay Annually/Save 10%/Commit Annually

  4. Then, Select a Package

  5. Click on the Optional Add-ons that you require

  6. Add-ons may include, among others,  Add API Calls, Online Video Chat Support, and Onboarding 

  7. Click Next


!!  Why is Onboarding Pre-Selected?

Onboarding is Mandatory for ALL  First-Time Bildhive users.


!!  TIP: Check out which Apps are Included in each Package.

Scroll Down and Click the Show All Features button Below the Packages.


19. Step 3 - Review, Add a Payment Method and Finish

  1. Review the Package Options and Pricing Breakdown

  2. Enter a Coupon Code if available

  3. Click Add a Payment Method

  4. In the Add New Card Pop-up, enter your Credit Card Information

  5. Click Add Card

  6. Once you add a card, it is Listed in the How Would you Like to Pay Screen

  7. Click Create

  8. Select Get Started to Start Working on your projec

  9. To add a New Project, click Create Another Project


!!  STOP: Make sure you Include the EXACT Number of Doors.

  • Your license will be Limited to the Number of Doors that you Enter.

  • All Projects Include 50 Doors

  • Additional doors are Charged per Door 

  • The Door Fee is a ONE-TIME Fee over and above your monthly subscription fee. It is Charged upon Initial Project Set-up 

  • For More Information Click Here or contact  support@bildhive.com


Info: Once the project is created successfully, 

Success notification pops up and the project is added to your project library and Listed in your Welcome Screen.


20. Change the Package Selection, Add-Ons, or Payment Method

  1. To Change your Package Selection, go to the top right of the Screen and click your Avatar or Initials

  2. From the Dropdown, select Billing 

  3. From the project List, Locate the Project and to the right of it, click View Invoice

  4. Or Scroll Down and click Back

  5. To Change your Payment Method or Add a New One to your list, follow These Steps


Create A Group Project

21. Step 1 - Provide Project Information, Billing Details, and Project Location

  1. On the Choose a Project Type screen, select Group Project

  2. Once you click Create New Group Project, you are redirected to Step 1-Provide Project Information

  3. In the Provide Project Information screen, enter the Project Information*

  4. From the Dropdown menu, select all the (solo) Community Projects that you want to Link to this Group Project

  5. Enter the Billing Details *

  6. Select a Color to identify your project in the Project List

  7. Provide the Project Location

  8. Click Next to Select a Plan, Currency, and Add-Ons


 * Mandatory fields.


!!  TIP: Create the Individual Projects BEFORE the Group Project  

We recommend that you create the individual (solo) communities first so that they appear in the Solo Projects That You Want to Link dropdown menu or Link them Later via the Project Settings.


!!  Why can’t you select High-Rise in the Product Type Dropdown? 

The dropdown is Locked because Group Projects can ONLY include Low Rise Communities.


Info: About the Project Address 

In Most Cases, the Project Address will Differ from the Billing Address.


22. Step 2 - Select  Currency, Type of Plan, and Add-Ons

  1. At the Top Right of the Select your Plan Screen, find the Currency Dropdown

  2. From the Dropdown, select USD or CAD depending if you want to pay in US Dollars or Canadian Dollars

  3. Then, select either Pay Monthly/Commit Annually or Pay Annually/Save 10%/Commit Annually 

  4. Select the Group Lowrise Package and Add-Ons, among others, Add API Calls, Online Video Chat Support, and Onboarding 

  5. Click Next


!!  Why is Onboarding Pre-Selected?

Onboarding is Mandatory for ALL  First-Time Bildhive users.


!!  TIP: Check out which Apps are Included in this Package

Scroll Down and Click the Show All Features buttonlocated right Below the Three Packages.


!!  A Supplementary Subscription is the MINIMUM REQUIREMENT when the Individual Projects are: 

  • Part of a Group Community 


23. Step 3 - Review, Add a Payment Method, and Finish

  1. Review the Package Options and Pricing Breakdown

  2. Enter a Coupon Code if available

  3. Click Add a Payment Method

  4. In the Add New Card Pop-up, enter your Credit Card Information

  5. Once you add a card, it is Listed in the How Would you Like to Pay Screen

  6. Click Create

  7. Select Get Started to Start Working on your project

  8. To add a New Project, click Create Another Project


Info: Once the project is created successfully, 

Success notification pops up and the project is added to your project library and Listed in your Welcome Screen.


24. Change the Package Selection, Add-Ons, or Payment Method

  1. To Change your Package Selection, go to the top right of the Screen and click your Avatar or Initials

  2. From the Dropdown, select Billing 

  3. From the project List, Locate the Project and to the right of it, click View Invoice

  4. Or Scroll Down and click Back

  5. To Change your Payment Method or Add a New One to your list, follow These Steps


Create A Corporate Project

25. Step 1 - Provide the Corporate Information, Billing Details, and Project Location

  1. On the Choose a Project Type screen, select Corporate Project

  2. Once you click Create New Corporate Project, you are redirected to Step 1

  3. Enter the Corporate Information*

  4. From the Dropdown menu, select all the (solo) Community Projects that you want to Link to this Corporate Project

  5. Enter Billing Details*

  6. Provide the Project Location

  7. Select a Color to identify your project in the Welcome Screen

  8. Click Next to Select a Plan, Currency, and Add-Ons


 * Mandatory fields.


!!  TIP: Create the Individual Projects BEFORE the Corporate Project  

We recommend that you create the individual (solo) communities first so that they appear in the Solo Projects That You Want to Link dropdown menu or Link them Later via the Project Settings.


26. Step 2 - Select Currency, Type of Plan and Add Ons

  1. At the Top Right of the Select your Plan Screen, find the Currency Dropdown

  2. From the Dropdown, select USD or CAD

  3. Then, select either Pay Monthly/Commit Annually or Pay Annually/Save 10%/Commit Annually 

  4. Select the Corporate Package and Add-Ons, among others, Add API Calls, Online Video Chat Support, and Onboarding


!!  Why is Onboarding Pre-Selected?

Onboarding is Mandatory for ALL  First-Time Bildhive users.



!!  TIP: Check out which Apps are Included in this Package

Scroll Down and Click the Show All Features buttonlocated right Below the Three Packages.



!!  A Supplementary Subscription is the MINIMUM REQUIREMENT when the Individual Projects are:  

  • Part of a Corporate Instance


27. Step 3 - Review, Add a Payment Method, and Finish

  1. Review the Package Options and Pricing Breakdown

  2. Enter a Coupon Code if available

  3. Click Add a Payment Method

  4. In the Add New Card Pop-up, enter your Credit Card Information

  5. Click Add Card

  6. Once you add a card, it is Listed in the How Would you Like to Pay Screen

  7. Click Create

  8. Select Get Started to Start Working on your projec

  9. To add a New Project, click Create Another Project


Info: Once the project is created successfully, 

Success notification pops up. 


28. Change the Package Selection, Add-Ons, or Payment Method

  1. To Change your Package Selection, go to the top right of the Screen and click your Avatar or Initials

  2. From the Dropdown, select Billing 

  3. From the project List, Locate the Project and to the right of it, click View Invoice

  4. Or Scroll Down and click Back

  5. To Change your Payment Method or Add a New One to your list, follow These Steps


Start Working on Your Project

29. Open your New Project from the ‘Set Up is Complete’ Screen

  1. Once the Project Set Up is complete, click Get Started

  2. This redirects you to your Welcome Screen

  3. Locate your Project and Select it

  4. This will take you to your Workplace, where you will see all your apps


30. Access your New Project from the ‘Project is Ready’ Email

  1. Go to your Email locate and open the no-reply Your Bildhive Project [name] is Ready email

  2. Click Sign in to Your Account

  3. If you haven’t already done so, Sign In 

  4. If you are already Signed In, you are Redirected to your Welcome Screen

  5. Find the Project and Select it

  6. This takes you to your Workplace, where you will see all your apps


The Home Or Welcome Screen


On the Welcome Screen or Home Page, you'll find the Project List. At the top of the screen are four tabs: All, Recent, Pin, and Invitations. The first tab lists all your projects and is open by default. The second and third tabs list Recent and Pinned Projects, respectively. The last one contains a list of all pending. 


!! Navigation Tips: 

  • To return to your Home Page or Welcome Screen from anywhere on the platform, go to the Top Right corner of your screen, click your Monogram (circle with your initials) and, from the Admin Panel Dropdown, select Home 

  • To Return to the Previous Screen, click the Bildhive Logo at the Top Left of the Screen. It is your Back Button. 


31. About The Project List


This is a list of all your projects.It displays the following information:

  • Date when a project was Last Visited

  • If you are the Owner of a project, (1-person icon) 

  • If you are a Collaborator meaning the project was Shared with you (2-persons Icon)

  • If a project is Linked or Connected to other projects (Identified by the chain icon)

  • If it is a Stand Alone Project (no icon) as opposed to a Parent Project (identified by a crown icon) 

 

!!   What is a Parent Project?

Parent has other Projects Linked or Connected to it. Group and Corporate Projects are Parent Projects.


!!   What is a Child Project?

Child Project is Linked or Connected to a Parent ProjectChild projects are projects that Are Part of a Group or Corporate Project.


32. Customize your Project List

  1. To change the Order in which the projects appear, simply Click, Drag, and Drop them into a new spot

  2. To Pin a project to the top of the list, Change the Color of its Pentagon or Access the Settings, locate the project, and, to the Left, select the Three-Dot Action Menu 

  3. From the Dropdown, select Pin, to pin the Project to the Top of the List 

  4. Star appears next to the Project’s Name indicating it is Pinned

  5. Click on the Three-Dot Action Menu and select Color, to change the color of the Pentagon

  6. Select Settings, to open the Project’s Profile Page where you can adjust the Project’s Settings

  7. To Filter Projects by All, Recent or Pinned, go to the Top Left of the list and Select one of those Tabs

  8. To Search for a project, go to the Top Right of the list, click on the Search Bar, and enter the Project Name


33. The Invitations Tab - View, Accept, or Decline your Pending Invitations

  1. Click the Invitation Tab to Open it

  2. Locate the Invitation in the Invitations List and click Accept or Decline

  3. If you Accept the invitation, you will be redirected to the All Projects Tab


!!  Do you see a Red Circle above the Invitations Tab?

There is an Invitation Pending, You need to accept or decline it.


!!  The Project is not listed in the Project's List

You Won't be able to See a Project in your Project List Until you Accept the Invitation to collaborate.


The Admin Panel

        !!  This is the Quickest way to:  

  • Navigate to the Home or Welcome Screen

  • View and  manage your Account Profile 

  • View and manage your Projects

  • View and manage your Billing Information

  • Log Out


34. Open the Admin Panel 

  1. To access the Panel, scroll to the Top of the Screen and, in the Top Right Corner, locate your Monogram (circle with your initials) 

  2. Click the Monogram or the Arrow to the right of it to display the Admin Panel dropdown


35. Navigate to your Home Page

  1. Open the Admin Panel

  2. Select Home


The Account Profile

36. View and Edit your Account Info

  1. To Access your Account Profile from the Home Page, go to the Top, click on your Monogram (circle with your initials) to display the Admin Panel Dropdown, and select Account Profile

  2. To Access your Account Profile from the Projects Library, go to the Left Navigation Bar and click My Profile (Person Icon)

  3. To Upload an Image instead of your Monogram,  click Upload Image below the Monogram, select an Image and click Upload Image

  4. To Remove the Image, click Remove Image

  5. To Edit your Basic Profile information, go to the Basic Profile section and make the necessary Adjustments

  6. To Change your Email Address and/or Password, scroll to the Login Settings section and make the necessary Changes

  7. To change the Time Zone, Date Format and/or Time Format, scroll to the Regional Settings section and make the necessary Adjustments

  8. Click Save Settings


The Project Library 

37. View the Project Library and Filter the Projects

  1. To Access your Project Library from the Home Page, go to the Top, click on your Monogram (circle with your initials) to display the Admin Panel Dropdown, and select Projects

  2. To Access your Project Library from the Profile Screen or Billing Screen, go to the Left Navigation Bar and click Projects (Portfolio Icon)

  3. To Filter the projects by All, High Rise or Low Rise,  go to the Top Right, below the Create New button click the Dropdown, and select an Option


38. View and Edit the Project Information

  1. To change the Pentagon's Color or access the Project Settings from the Card View, locate the project in the List

  2. At the bottom right of the card, click the Three-Dot Action Menu and select Color or Settings 

  3. To change the Pentagon's Color or access the Project Settings from the List View, locate the project, then Roll-over the Pentagon

  4. Click the Three dot Action Menu and select Color or Settings 


!! TIP: Click the Arrow to the right of a Parent Project’s Name.

This will display the Stand-Alone Projects connected or Linked to it.


The Billing Screen


Introduction: 

There are 2 Tabs on the Billing Screen: All Invoices and Payment Method

  

  • The All Invoices Tab is open by default and it lists all the projects that you have created

  • The Payment Method lists the credit card(s) connected to this project 


The All Invoices Tab

Info: the All Invoices Tab displays a Summary with the following information:

  • Project ID

  • Project Name

  • Invoice #

  • Invoice Date

  • Next Invoice Date

  • Amount

  • Transaction

  • Status

  • Refund status

  • Project Status

  • Download a pdf of the Invoice

  • View the Invoice

  • Pay (an Overdue Invoice)

  • Download PDF

  • Etc.


!!  You are automatically billed at the end of the Billing Period. 

But, if there is a Credit Card failure, you will receive an email with instructions.


!! Filter your Invoices.

Just go to the Top Right click Filters and enter a price, date, project type, invoice status, etc.


39. Pay an Overdue Bill from the All Invoices Tab

  1. If your Payment is Up-to-date, a PAID green button appears to the far right of the project

  2. To pay an Overdue Bill from the Overview Tab, click PAY 


!!   If you are an Owner, you can Pay an Overdue Bill from the ‘Payment Pending’ Emails. 

Simply find the Email in your InboxOpen it, Scroll to the Bottom of the email, and click Pay. 


40. Edits and Actions from the Invoice Preview

  1. To Display the Invoice Preview, click the Overview Tab

  2. Locate the Project 

  3. To the far right of the row, click Invoice

  4. The Invoice Preview opens

  5. From the Invoice Preview, you can: 

  • Make a Payment (if it is overdue) 

  • Change or Update your Plan

  • Acquire more Add-Ons

  • Change the Payment Method

  • Download a PDF of the Invoice

  • View a Timeline of the Project


The Payment Method Tab

Info: The Payment Method Tab displays a list of the Credit Cards on record.

41. Edit or Delete a Credit Card from your Payment Method List

  1. From the Top of the Billing Screen, select the Payment Method Tab

  2. Scroll Down to the card you want to Edit or Delete

  3. Click Edit or Delete, make the changes, and Update or Confirm


42. Add a New Card

  1. From the Top of the Billing Screen, select the Payment Method Tab

  2. Scroll Down and click Add Payment Method

  3. In the Add New Card Pop-up, enter the information and click Add Card


The Project Settings and API Key

43. View and Edit the Project Information, Location, Linked Projects, Currency Settings, Measurement Settings and Access API Key 

  1. To Access the Settings of a project from the Home Page, Roll-over the pentagon of the project, and, from the Three-Dot Action Menu, select Settings

  2. To Access the Settings of a project from the Project Library, Roll-over the pentagon of a project, and, from the Three-Dot Action Menu select Settings

  3. To Edit your Project Profile, go to the Top of the Settings Screen, find the Project Profile section and adjust the information

  4. To Link Child Projects to a parent project, Go Down to the Link Other Child Projects section, and, from the Dropdown menu select all the Child Projects that apply

  5. To change your Currency Settings, Go Down to the Currency Settings section, and, from the Dropdown select a different Currency

  6. To change the Measurement Units for Lot FrontageHome, or Condo UnitsScroll Down to the Measurement Settings section and, from the dropdown menu, select the appropriate unit.

  7. To change the Color of the project’s Pentagon, go to the Top Right of the screen and click the Pentagon 

  8. From the Colors Pop-up, select a color and click OK

  9. To Copy the API Key, scroll to the bottom find the API Security section and click the 2 Pages Icon

  10. This Copies the API Key onto your Pasteboard

  11. Once you finish all your edits, click Save Settings


 Info: About Currencies, 

Currently, Bildhive supports only the US Dollar (USD) and the Canadian Dollar (CAD).


What is the API Key?

To integrate Bildhive on external websites, you MUST use Bildhive's APIs. These APIs are Secured and require an API Key for Access. Each project is assigned a Unique API Key.


View and Copy the API Key or Token

44. Find and Copy a Project’s API Key

  1. On the Welcome Screen, find the project for which you want to retrieve the API Key

  2. Hover over the colored hexagon to the left of the project title, and click the Three-Dot Action Menu 

  3. Select Settings

  4. On the Settings Screen, scroll to the bottom to find the API Security Section

  5. Under API Key, click the Two Pages Icon to the left of the API Key

  6. This Copies the API Key onto your Pasteboard

  7. To view the API Key, click the Eye Icon to the Right of the Key


DELETE A PROJECT

!!  ONLY Owners can Delete Projects.

45. Delete a Project from the Projects Screen

  1. Locate the Project you need to Delete

  2. On the List View, roll-over the Pentagon to display the Three-Dot Action Menu

  3. On the Card View, go to the bottom right and click the Three-Dot Action Menu

  4. From the Three-Dot Action Menu, select Delete

  5. Notification appears asking if you want to Download the Project’s Data including all Leads and Completed Transactions

  6. The owner will receive an Email with a Download Button and a notification that the project and data will be Deleted


!!   Can’t see the Delete Button?

This button WON'T APPEAR in the Three Dot Action Menu if you are not the OWNER of the project.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article