The first time you sign in, BldrTeam walks your company through six setup steps. None of it is busywork: every answer becomes the vocabulary the rest of the system uses for your jobs.
The six steps
- Company profile: your company name, address and contact details. These appear on proposals, invoices and anything a client or trade partner sees.
- Project types: the kinds of work you take on, such as new custom homes, major renovations or additions. Project types let you keep templates and reporting separate for work that runs differently.
- Cost codes: the backbone of estimating and budgets. See what a cost code is if you are starting from scratch.
- Units of measure: square feet, linear feet, each, lump sum, and anything else your estimates price by.
- Roles and team: the people in your company and what each of them is allowed to do. Permissions are set per role, not per person, so adding your next hire is a single choice rather than a checklist.
- Review: a summary of everything above before you finish.
What you can change later
All of it. Setup gets you to a working system quickly; none of these answers are permanent. Cost codes and units of measure in particular tend to grow for the first few jobs as you discover the ones you actually price by.
Take the most care with roles. Permissions decide what each person sees across every project, so get the shape roughly right before you invite the team.