Getting Started in NEXT

Please use this guide to support your transition from Classic to NEXT.
NEXT builds on the features and workflows you already know, while introducing a faster, more modern interface and a clearer way to manage your work. Most day-to-day functionality remains familiar, but it’s now organized more intuitively and designed to be more flexible as your portfolio grows.

The articles linked below highlight what’s stayed the same, what’s been enhanced, and where certain workflows now live—helping you move confidently through NEXT. Whether you’re completing daily tasks, managing sites, or reviewing progress, this guide is intended to make the transition as seamless as possible.

✨ Getting Started in NEXT (Build Migration Guide)
Welcome to NEXT — the modern evolution of the Build platform.

NEXT is built on a microservice-based architecture, making it:

• Faster and more responsive

• Easier to use and navigate

• More customizable to fit your workflows

• Capable of delivering enhanced functionality beyond Classic

This guide explains how NEXT is structured, what’s changed, and where to start — with links to all relevant support articles to help you move confidently through the platform.

‼️ Important Terminology Changes from Classic

Before getting started, there’s two key terminology update to be aware of:

• What were previously called Units are now called Sites in NEXT

• What were previously called Sites are now called Opportunities

This change was made to better align Build with the SiteZeus Locate product, which refers to real estate locations as Sites.

In NEXT, Seeds, Opportunities, Projects, and Locations are all site types, representing different stages of the real estate and development lifecycle within a single, unified site record.

🚀Start Here: NEXT Dashboard

Your primary landing page in NEXT, providing visibility into activity, progress, and performance across your portfolio.

👉 Read: NEXT Dashboard

⚡ZeusHub

Your personal workspace for managing tasks, updates, and notifications across all sites.

• My Tasks – Timeline tasks assigned to you

• Personal Tasks – Private, non-site tasks

• Notifications & Subscriptions – Control alerts and updates

👉 Read: ZeusHub – My Tasks & Personal Tasks
👉 Read: ZeusHub – Notifications & Subscriptions

🔍 Finding & Viewing Your Sites

🌐 Site Grid

Your primary list view of sites. Use filters, sorting, exports, and column configurations to analyze and manage your portfolio.

👉 Read: Site Grid

🗺️ Site Map

A visual extension of the Site Grid, allowing you to view sites geographically while preserving applied filters.

👉 Read: Site Map

🛬 The Site Landing Page 

The Site Landing Page is the central hub for all site-related data in NEXT. Instead of navigating across multiple disconnected areas, everything related to a site lives in one unified view.

👉 Read: Site Landing Page

🧱 What Lives on the Site Landing Page

All of the following features are accessed directly from the Site Landing Page and are tied to the site record:

• Site Basic Details & Custom Data
  Core site information and configurable custom fields
  👉 Read: Site Basic Details & Custom Data

• Ownership
  Ownership structures tied directly to the site
  👉 Read: Ownership

• Team Members
  Assign internal users, franchisees, vendors, and contacts to roles
  👉 Read: Team Members

• Correspondence
  Site-specific communication and message history
  👉 Read: Correspondence

• Associated Assessments
  Site-level assessments available in NEXT (Master assessments remain in Classic)
  👉 Read: Assessments

• Site Documents
  Documents tied directly to an individual site
  👉 Read: Site Documents

• Memos
  Notes and internal context related to the site
  👉 Read: Memos

• Site Costs
  Cost tracking and financial data at the site level
  👉 Read: Site Costs

• Site Photos
  Visual documentation of site progress
  👉 Read: Site Photos

• Timeline
  Phases, milestones, and tasks that drive site progress
  👉 Read: Timelines

⚙️ Operational Setup & Shared Data

🏢 Companies

Manage organizations within your environment and associate them with sites and contacts.

👉 Read: Companies Page

👥 Contacts

Manage people across companies and sites, including franchisees, vendors, external stakeholder and more.

👉 Read: Contacts

🗄️ Global Documents

Documents not associated to sites and available globally.

👉 Read: Global Documents

🧩 Custom Field Definitions

Define and manage custom fields used throughout NEXT.

👉 Read: Custom Field Definitions

📊 Reporting & Progress Tracking

📝 NEXT Development Report

Portfolio-level visibility into site progress and development status.

👉 Read: NEXT Development Report

📋 Unit Tasks Report

Task-level reporting across sites, providing insight into task status, ownership, and progress.

👉 Read: Unit Tasks Report

🏁 Final Notes on Migration

NEXT simplifies how you manage sites while unlocking improved performance, flexibility, and visibility. While some workflows will feel familiar, the structure is clearer, more intuitive, and designed to evolve alongside your business.

When in doubt:

1. Start with the Dashboard

2. Use ZeusHub for daily work

3. Navigate into a Site Landing Page for anything site-specific

Need Help?

If you have questions or feedback about any of these features, please contact support using the in-app chat. Thanks for reading!