BldrTeam
Preconstruction

From First Meeting to Signed Contract

Manage clients, iterate on plans, build detailed estimates with integrated takeoff, and deliver professional proposals with e-signatures. All before breaking ground.

Everything Before the Build Starts

A connected workflow from client onboarding through signed contract. No spreadsheets, no third-party estimating tools, and no separate e-signature service.

1

Clients

Contacts, threaded messages, portal access
2

Projects

Fixed price, cost plus, T&M, your own statuses
3

Plans

Versions, comments, client sign-off, takeoff ready
4

Estimates

Cost catalog, assemblies, takeoff, budget lock
5

Proposals

Sections, templates, e-signature, contract price

Client Management & Communication

Clients, contacts, projects, and conversations, all in one place. No more digging through email to find who said what.

  • Client profiles with contacts, addresses, and full project history
  • Threaded messaging with mentions, attachments, and internal-only visibility
  • One-click portal activation so clients can see progress in real time

Projects with Flexible Billing

Choose each project's billing model when you set it up.

  • Fixed price with milestone-based progress billing
  • Cost-plus with configurable fee percentage and markup vs. margin modes
  • Time and materials billing
  • Customizable project statuses that match your sales and build workflow

The new project form, with the client, the type and the dates on it

Plans with Versioning & Approvals

Upload plans, iterate through revisions, and get client sign-off. No more emailing PDFs back and forth.

  • Upload PDFs and BldrTeam splits them into pages
  • Full version history with comments on every revision
  • Client approval workflow: submit, approve, reject with reasons, resubmit
  • Stamped plan tracking for permit-ready documents
  • Plans process into page images for integrated digital takeoff

A job's plan set with its version, type, status and approval

Detailed Estimates with Integrated Takeoff

Build hierarchical estimates with a reusable cost catalog, assembly templates, and digital takeoff that links measurements directly to line items.

  • Hierarchical structure with item groups, assemblies, and multiple line item types: material, labor, equipment, trade partner, flat fee, allowance, and other
  • Reusable cost catalog with default costs, markups, and assembly templates
  • Integrated digital takeoff that links plan measurements to estimate lines with automatic unit conversion
  • Markup and margin modes with percentage, flat, or per-unit pricing
  • Cost code integration with your chart of accounts for clean accounting sync
  • Lock working estimates as budgets with bidirectional variance tracking
  • Export to Excel or PDF with full hierarchy and totals

An estimate with item groups, an assembly and its components, and totals rolling up

Professional Proposals with E-Signatures

Turn your estimate into a proposal with customizable sections, branded templates, and built-in e-signatures.

  • Build from working or budget estimates with line items that pull through automatically
  • Customizable sections: cover, summary, pricing, specifications, allowances, selections, payment schedule, terms, and custom rich text
  • Reusable templates that control section visibility, terms, assertions, and signature rules
  • E-signatures with single-signer or multi-signer support and optional builder countersign
  • Client portal review: clients view, sign, or decline with reasons, and you're notified
  • Create revisions that supersede previous versions with full audit trail
  • Signed proposals automatically set the contract price and lock the budget

A proposal sitting with the family: contract price, signature requirements, the recipient waiting to sign, and a timeline of sent and viewed

Once the Build Starts

Project Management

Gantt charts, task management, and team coordination to keep your build on track.

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Financial Management

Real-time budget tracking, invoicing, bill pay, and accounting sync.

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Client Experience

A branded portal for selections, approvals, payments, and real-time updates.

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Ready to Build Better?

Start a free trial, or book a demo and we'll walk you through it.

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