Client Experience

Your Clients Stay Informed. You Stay Sane.

Every homeowner gets a portal with your branding, where they follow the schedule, selections, invoices, and messages for their build instead of calling to check in.

A Branded Portal for Every Client

Every client gets 24/7 access to their project: schedule, financials, documents, and team contacts in one place. They stay informed on their own terms, and your phone stops ringing.

  • Real-time project overview with build cost, milestones, and team contacts
  • The schedule, so clients can see what's next
  • Document library for plans, specs, and project photos
  • Online invoice payments through Stripe. No more chasing checks.

Proposals Clients Sign Online

Send branded proposals that make your company look as professional as the homes you build. Clients review the full scope, see the cover photo of their dream home, and approve, all from their portal.

  • Branded cover page with your logo, project photo, and client details
  • Clear scope of work with line-item pricing and terms
  • One-click Review & Sign or Download PDF for offline review
  • An expiration date and a status on every proposal

Selections Made Simple

Every finish, fixture, and material choice, organized by room and category. Clients browse options with photos and pricing and make their picks. BldrTeam tracks allowances and overages as they choose.

  • Organized by area and category: kitchen, bath, flooring, exterior, and more
  • Side-by-side options with photos, specs, and installed pricing
  • Automatic allowance tracking with over/under calculations
  • Closing a selection locks its options, and an option on a change order locks automatically

The Contract and Every Payment

Clients see exactly where their money is going: original contract, change orders, draw schedule, invoices, and payments. Full transparency means fewer disputes and faster approvals.

  • Contract summary with original amount, change orders, and revised total
  • Draw schedule tied to construction milestones
  • Invoice history with online payment via Stripe
  • Change order details with line-item breakdowns and e-signature approval

Built-In E-Signatures. No Extra Software.

Stop paying for DocuSign or chasing wet signatures. Clients sign proposals, change orders, and contracts in BldrTeam. Electronic signatures are recognized under the federal ESIGN Act and state electronic transaction laws.

  • Draw or type a signature on a computer or a phone
  • Each signer consents to electronic signatures and confirms their identity before signing
  • Every signature stores the time, the IP address, the device and a hash of the document signed
  • No third-party e-signature subscriptions required

Every Message on the Project

Every conversation about the project lives in one place, not scattered across texts, emails, and voicemails. Clients message the team directly, get threaded replies, and never wonder if anyone saw their question.

  • Threaded conversations with the full project team
  • Folders for unread and sent, and for conversations, questions, updates and comments
  • Rich text replies with file attachments
  • Every message tied to the project for full context and history

Warranty Requests After Move-In

After move-in, clients submit warranty requests from their portal. You triage, assign, and track each one, with photos, status updates, and a full history.

  • Clients submit requests with photos and descriptions from any device
  • Under review, accepted, being worked, then signed off by the owner rather than closed by you
  • A priority and a location on every request
  • Full history so nothing falls through the cracks after move-in

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