The whole job, module by module.
BuiltPro isn’t six tools bolted together. A lead becomes a quote, the quote becomes a scheduled job, and the job becomes an invoice — without you re-typing anything. Here’s every part of it.
Every customer and every open lead, on one board
One record per customer holds the address, the phone number, the tags and every job you’ve ever done for them. Open leads sit on a board you drag left to right as the deal moves.
- Stages that match how you sell: New → Contacted → Quoted → Scheduled → Won
- Follow-up reminders that surface on the dashboard each morning
- Dollar value showing on every card and every column
- Tag customers by trade, source or area and filter on it
- Won a lead? It becomes a scheduled job from the same card
Draw the job and it prices itself
Draw the job in 2D at real dimensions, then walk it in 3D with the customer standing next to you. BuiltView counts every board, post and footing as you draw and prices the lot — so the drawing is the quote.
- 2D plan grid that snaps to real measurements — spans, heights, stairs, railing runs
- Live 3D model: change the materials or railing and watch it update
- Material take-off priced as you draw, with labour hours included
- Save to the customer and it lands in your pipeline as a quote
- Runs in the browser on a laptop or tablet — nothing to install
Know what’s been sent, opened and still owed
Build a quote by hand, from a 3D drawing, or by describing the job and letting the AI quote builder draft it. Send it, watch it get opened, turn it into an invoice when the work’s done — and keep what’s outstanding in plain sight.
- Quote status from draft through sent, opened, approved and won
- Describe a job in plain English and the AI drafts the line items
- Invoices raised from a finished job — no re-entering the numbers
- Receivables aged by current, 30, 60 and 60+ days
- Change orders tracked against the original quote
Everyone knows where they’re going tomorrow
Book multi-day jobs, assign who’s on them, and set each person’s working days. The schedule answers the 6am text before it gets sent, and shifts when the weather turns.
- Multi-day jobs with progress tracked day by day
- Crew assigned per job, with per-person working days
- One-click Add to Google Calendar — no setup
- Job costing: quoted margin against actual hours logged
- Reschedule a job and everyone on it sees the new date
Ask it the way you’d ask a foreman
You shouldn’t have to remember which screen holds the answer. The AI Brain reads your own jobs, crew and pipeline and answers in plain English — from the facts in your account, not a guess.
- “Who works Wednesday?” — who’s booked and who’s free
- “What’s on today’s schedule?” — every job and crew
- “Which jobs are behind schedule?”
- “Who needs a follow-up today?”
- Drafts follow-up emails and customer updates for you
Bring your customers with you
Set aside one afternoon and you’re done. Import a CSV and BuiltPro reads the whole file before it saves a single row, so you find out what’s wrong with it up front instead of halfway through next week.
- Tells you how many rows are ready to import before you commit
- Skips duplicates instead of doubling up your customer list
- Flags anything missing a phone number or address
- Tag and sort them once they’re in — by trade, source or area
What else comes standard
Not headline features — just the things you’d end up wanting three months in, already built.
Reports & analytics
Revenue, conversion rate and pipeline value over time, so you can see whether this month was actually better than last.
Job costing
Quoted margin against hours actually logged, job by job — so you find out which work is really paying.
Change orders
Log the extras against the original quote so the final invoice matches what you actually built.
Templated emails
Send quotes, follow-ups and job updates from saved templates instead of writing the same message every week.
Marketing campaigns
Track spend, clicks and leads per campaign, so you know which ads brought in work and which just cost money.
Secure cloud sync
Everything backed up and synced across your laptop, phone and the crew’s tablets. Log in anywhere, same data.
See it running on your own jobs.
Import your contacts, put this week’s work on the schedule, and price your next job in 3D. Code FREE30 unlocks every feature on this page for 30 days.
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