Billdr PRO

Sales & Client Management

• CRM: Keep every client, subcontractor, and supplier profile in one clean place with notes, reminders, and contact history. Centralizing relationships helps you follow up faster and never miss a beat.

• Quotes: Build polished, accurate estimates in minutes with templates designed for contractors. Track status, message clients, and close more work with professional proposals.

• Cost Catalog & Templates: Start from ready-made cost items—or create your own labor rates and materials—to standardize pricing across jobs. Real-time pricing options keep quotes competitive and consistent.

• Magic Link Form: Capture high-quality leads with a self-serve intake form that collects scope, photos, and timelines. Submissions auto-create records so you can quote faster.

• Client Dashboard: Give homeowners and commercial clients a secure portal to view and e-sign quotes, invoices, schedules, and change orders. They can pay online, cutting phone tag and speeding approvals.

Team Management

• Scheduling: Plan work with list, calendar, and Gantt views to visualize dependencies and milestones. Use templates, see a unified calendar, and export schedules to keep everyone aligned.

• Tasks / To-Dos: Assign clear responsibilities to employees and subs with due dates and status tracking. Field teams always know what’s next on web or mobile.

• Timesheets: Let crews clock in/out from their phones and document shifts with notes. Accurate time tracking flows straight into costs and reports.

• Daily Logs: Capture photos, notes, and site conditions as a searchable record of progress. Logs reduce disputes and make reporting effortless.

• Permissions: Set role-based access across features as your team grows. Keep sensitive financials and contracts restricted while field tools stay simple.

Financials

• Budget: Monitor committed costs, actuals, and change impacts to see profitability per project in real time. Granular views help you stay on budget and protect margins.

• Invoices: Create, send, and track invoices at each project stage with reminders to speed payment. Keep AR organized and reduce follow-ups.

• Payment Processing: Let clients pay by card, ACH, wire or PAD right from their dashboard. You choose accepted methods to match your workflow and fees.

• Expense Management: Record, code, and control spending to maintain budget compliance. Centralized expenses make job costing consistent.

• Purchase Orders: Issue POs to subs and suppliers and track approvals in one place. Get a consolidated view of accounts payable tied to each job.

• Cost Codes: Classify labor, materials, and timesheets for clean job cost reports. Consistent coding improves analytics and forecasting.

• QuickBooks Online Integration: Sync quotes, invoices, payments, expenses, and cost codes—no double entry. Two-way updates keep accounting accurate across systems.

Contract Management

• Change Orders: Create, send, and track change orders with client approvals recorded in real time. Every approval updates scope and cost history for a clean audit trail.

• Files Management: Organize drawings, photos, and documents per project and retrieve them anytime. Semi-automated filing keeps teams working from the latest version.

• Construction Reports: Share clear progress updates, blockers, and next steps with stakeholders. Reports improve transparency and reduce misunderstandings.

• Materials List: Generate order lists for suppliers in a few clicks to streamline procurement. Keep selections tied to scope so purchasing stays accurate.

• Materials Selection (coming soon): Let clients choose or suggest materials within a guided flow. Selections feed directly into quotes, orders, and schedules for fewer surprises.