Getting Started for Contractors: An Overview

A quick overview of Sibi

Laura Cooper avatar
Written by Laura Cooper
Updated over a week ago

Weโ€™re excited to welcome you to Sibi! Sibi connects you directly with manufacturers, turbocharging your procurement process for everything that goes into a home, from building to maintenance. In this series, we'll go through everything about Sibi and how you can make the most of being part of the community.

๐ŸŒŽ Home

The Home page serves as your launchpad to start ordering, check up on the status of your orders, and quick start your ordering process.

  • Stay updated with the latest order status and updates.

  • Start a new order directly from your favorite properties.

  • Quickly access recently visited properties for streamlined ordering.

  • Quickly shop by manufacturer.

  • Easily create a new order by utilizing the Order Again feature.

๐Ÿ›’ Store

Once youโ€™re ready to place an order, click on Store in the top navigation. Locate your equipment and place your order quickly and simply.

  • Choose your desired product type and the specific manufacturer you prefer.

  • Search to find products by SKU, product name, color, or any other relevant terms.

  • Access detailed information about each product.

    • Optional: Add installation and removal services, depending on the program's availability.

  • Proceed through the checkout process, which includes:

    • Adding the main point of contact.

    • Selecting the preferred fulfillment method.

    • Choosing the payment method.

๐Ÿก Properties

The Properties page serves as a centralized hub for managing properties. Search for the property on your work order, or search for assets that require a warranty claim.

  • Add a new property from your work order.

  • Access detailed information about each property, including its assets.

    • View the age of each asset associated with the property

    • Claim warranties for specific assets as needed.

    • View inventory obtained from bulk orders.

    • Review historical orders associated with the property.

๐Ÿ“ฆ Orders

Once you've completed an order, you can find its history in the Orders tab. Track your order for delivery or pickup, or even access historical information.

  • Search for historical orders using criteria such as address, order number, or PO number.

  • Access comprehensive order details, including:

    • Overview of the items ordered.

    • Specific order details such as the primary contact, requested delivery date, and payment method.

  • Utilize the detailed timeline feature under Track Order to:

    • Track the progress of the order from placement to delivery, ensuring you know ahead of time when your order will be out for delivery or ready for pickup.

    • Find contact information for delivery agents, making it easy to coordinate delivery.

๐Ÿค Organization

In the Organization tab, you'll find all the information about your organization. You can update user information or even add new users to your organization.

  • Get a quick overview of key metrics such as the number of users, offices, and properties assigned to your organization.

  • Review your organization's recently placed orders for easy tracking.

  • Members and Admins can access detailed information about users under the Users tab and offices under the Offices tab.

    • Admins have the ability to add new users to the organization. For more information, take a look at this article.

Want to learn more to get the most out of Sibi? Schedule a time with our demo team here or shoot us a message in the chat, a Sibi team member will be there to assist!

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