Creating a smooth transition for new homeowners is a hallmark of exceptional craftsmanship and customer care. With the Digs Homeowner Handoff, builders can deliver a seamless, digital-first experience that empowers homeowners with the tools and information they need to manage and maintain their new investment.
This article provides guidance for both builders performing the handoff and homeowners receiving their Digs project.
Important Note on Pro Subscriptions
The Homeowner Handoff feature is available exclusively to accounts with a Pro subscription. This ensures that builders can complete the handoff and seamlessly move on to their next project.
Why is this important?
- Free accounts are limited to managing a single project. Completing a handoff on a free account would restrict the ability to start a new project, as no additional projects can be created or managed without upgrading to a Pro subscription.
- With a Pro subscription, you can hand off completed projects to homeowners while maintaining the flexibility to start and manage new projects without interruption.
For Builders: How to Perform a Homeowner Handoff
The Homeowner Handoff allows you to transfer essential details about the home to its new owner, including selections, decisions, historical data, and contacts. This creates a polished and professional experience while ensuring homeowners feel confident managing their property.
When this is complete, the homeowner project will no longer receive updates as it will be a new Distinct project owned by the Homeowner. The Handoff cannot be reversed once completed.
Steps to Perform the Handoff:
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Initiate the Handoff:
- Open the project in Digs.
- Click the Kabob Menu (three stacked dots) in the top-right corner.
- Select Handoff to Homeowner.
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Review and Select Files to Share:
- Carefully choose the files and folders you want to make accessible to the homeowner.
- Ensure the shared documents include key details like warranties, manuals, and design selections.
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Review and Add Contacts:
- Add important contacts such as subcontractors, vendors, and warranty providers.
- This step ensures the homeowner has easy access to resources for future maintenance or repairs.
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Finalize and Handoff:
- Confirm your selections and complete the process.
- The homeowner will receive an email invitation to access their new Digs project.
Pro Tips for Builders:
- Include a personalized welcome message in the invitation email to enhance the homeowner’s onboarding experience.
- Share tips for navigating Digs to help homeowners start managing their digital home efficiently.
- Ensure the provided contact list includes clear notes on each contact’s role or specialty.
For Homeowners: What to Expect from Your Digital Home Handoff
Welcome to your new home! Along with the keys, you’ll receive access to Digs—a digital hub containing everything you need to manage and maintain your property.
What’s Included in Your Digital Home:
- Files and Documentation: Important records such as warranty details, manuals, and project history.
- Contacts: Key professionals involved in your home’s construction, including subcontractors and vendors.
- Collaboration Tools: Options to add family members, contractors, or other collaborators to your Digs project for future home improvements or maintenance.
How to Access Your Digital Home:
- Check your email for an invitation to join Digs.
- Follow the instructions to create or log into your account.
- Access your digital home to explore files, folders, and contacts shared by your builder.
Your Next Steps as a Homeowner:
- Familiarize yourself with the files and contacts shared by your builder.
- Review your home warranty documents and schedules for common maintenance.
- Use Digs to add your own files, notes, or future project plans.
- Invite family members or trusted collaborators to help manage your home.
Pro Tips for Homeowners:
- Bookmark important documents like warranties and maintenance schedules for quick reference.
- Use Digs to track and organize new home improvement projects over time.
- Reach out to the provided contacts for any follow-up questions or assistance related to your home.
A Partnership for Success
The Digs Homeowner Handoff is more than just a file transfer; it’s a collaborative effort to ensure a smooth transition into homeownership. Builders can showcase their commitment to quality and customer care, while homeowners gain a valuable tool for managing and maintaining their property.
If your account is currently on the free plan, consider upgrading to a Pro subscription to unlock this feature and continue growing your project portfolio.
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Have you handed off a home and wished that some feature was available?
We would love to hear your suggestions