Short, practical guides for builders, clients and trade partners.
3 articles
The path a subcontractor invoice takes from arrival to approved cost on the budget, and where it can stall along the way.
What the review queue is for, how an approval workflow decides who signs off, and what changes on the job the moment a bill is approved.
How a subcontractor bills a builder in BldrTeam: starting from the purchase order, billing in stages, submitting for approval, and what a returned bill means.
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2 articles
Why portal access has two separate steps, what the invitation email does, and why a client with access but no invitation still cannot sign in.
Exactly which parts of a project a homeowner sees in their portal, and which parts stay internal to your team.
3 articles
How an estimate is assembled from your cost codes, how quantity, unit cost and markup combine, and what happens to it once the job starts.
What happens when you lock an estimate as the budget, why the baseline never changes afterwards, and how the working estimate keeps evolving.
What cost codes are, why custom builders use them, and how a consistent list makes estimates and budgets comparable across jobs.
2 articles
How to invite staff to BldrTeam, what the invitation actually does, and how roles decide which parts of a job each person can open.
What the six setup steps ask for, why each one matters later, and which answers you can change afterwards.
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How to price a builder's bid request line by line, offer more than one package, revise or withdraw a bid, and handle a request that gets amended.
How to turn estimate lines into a bid package, which vendor contacts receive it, and how to compare responses and award the work.