This article will show you how to navigate MyHub to manage your deals, access all documents, and update your address book. You'll learn how to stay organised and streamline your workflow using tags, filters, and built-in tools.
MyHub is your central dashboard for managing projects, documents, & client data.
Accessing MyHub
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Click on MyHub.
Managing Deals
The Deals tab provides a comprehensive overview of all addresses that have been searched within the Canibuild platform.
- Click the Deals tab on the left side of the screen.
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Click the Search Bar to find a property.
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Search by lot number, street name, suburb, user name, or client details (name, email, or phone number).
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Click the address to return to the selected site.
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Click User to filter results by user name.
Use Tags to keep jobs organised. All tags are saved for reuse.
- Click the three dots to add a tag.
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Click the red X to remove a tag.
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Type to view existing tags or create a new one.
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Click Save to finalise the tag.
Use Tags to organise jobs. All tags are saved for future use.
Accessing All Ordered Documents
The Orders tab contains documents such as Site Plans, Flyers, Proposals, Storyboards, & all InstaDocs orders are stored here.
- Click the Orders tab on the left.
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Search for an address.
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Click the address to view its associated documents.
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Click the blue link next to a document to download it.
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All documents remain stored under their respective address.
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Check the status, price, & date of each document.
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Most recent documents appear at the bottom of the list.
Each document is securely stored under its corresponding address, allowing you to easily check the status & date of each file. The most recent documents will be displayed at the bottom of the list for your convenience.
Updating Contacts
- Click the Contacts tab on the left.
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Search for an address.
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Use the arrows or page numbers at the bottom right to navigate.
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Click the X to remove a contact.
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Click the client’s name to open their details.
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Edit the client’s information as needed.
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Click Save to apply the updates.