Feature guide

Everything BuilderPal does today.

BuilderPal is a contractor operating system for sales, scheduling, field work, money, materials, AI assistance, and admin. This guide is the long-form breakdown behind the home page feature list.

Start free Back to home features

AI and intake

BuilderPal uses AI to reduce admin work while keeping risky actions under human review.

AI Inbox

Collect inbound customer messages, extract likely customers, and review proposed next actions before work is created.

Field Assistant

Let staff ask BuilderPal to find or create customers, create leads, add notes, create tasks, notify staff, and draft customer replies.

Voice commands

Use the in-app push-to-talk flow for quick CRM, task, and field updates.

AI quote drafts

Draft quote line items from photos, intake details, and call transcripts, then review before sending.

AI controls

Configure assistant policy, model routing, usage budgets, and admin safeguards.

CRM, leads, and communication

The CRM keeps customer history, pipeline motion, messages, and reminders in one place.

Customers and sites

Track contacts, properties, addresses, notes, referrals, tags, and customer portal access.

Lead pipeline

Use custom stages, colors, activities, webhooks, and board views to move leads from new to won.

Messages

Thread SMS and email-style customer conversations by customer record.

Tasks and reminders

Create owner-assigned follow-ups with due dates, reasons, and suggested customer messages.

Campaigns

Build reusable email or SMS sequences for quote follow-ups, seasonal offers, warranty checks, and review requests.

Reviews

Track post-job review requests and customer feedback workflows.

Online booking

Publish a branded booking page with slots, capacity controls, and public booking confirmation.

Quoting, deck design, and sales handoff

Sales work can move from concept to quote to customer approval without losing the supporting details.

Quotes

Create branded quotes with editable line items, tax, discounts, customer preview links, and acceptance tracking.

Quote options

Offer option groups and option line items for good, better, best, or add-on choices.

Quote templates and pricebook

Reuse common scopes, default pricing, costs, units, categories, and trade templates.

Deck Builder

Create saved deck designs with plan controls, material choices, measurements, validation, and 3D scene previews.

Deck pricing

Calculate material, labor, waste, margin, and billing details from deck design choices.

Proposal packages

Export deck proposal handoffs that combine design, pricing, readiness notes, and customer-facing context.

Permit packet support

Prepare deck permit review material and track readiness before field work starts.

Jobs, schedule, and field work

Operations tools connect the office schedule to what crews need in the field.

Jobs

Track status, scope, customer, site, crew, schedule, internal history, and linked sales documents.

Calendar

Manage calendar events, job assignments, public booking slots, and iCal subscriptions.

Today view

Give techs a mobile-first field view for their assigned work, calls, navigation, photos, notes, and status updates.

Offline queue

Queue field writes locally and sync them when connectivity returns.

Job photos and notes

Capture field photos and private internal job notes tied to the right job record.

Checklists

Build reusable checklist templates and job-specific checklists for repeatable field work.

Time clock and hours

Clock in and out, tie time to jobs, and review personal or team hours.

Team map

View recent employee locations while respecting role and permission boundaries.

Project controls

BuilderPal covers the job-adjacent paperwork that often lives in separate spreadsheets.

Change orders

Create change orders with line items, status tracking, and public customer approval links.

Maintenance plans

Track recurring maintenance agreements and the work tied to them.

Recurring jobs

Create repeat work patterns for maintenance, inspections, or scheduled service.

Permits

Track permit type, status, jurisdiction, documents, and job-level permit history.

Utility locates

Manage locate requests, member responses, documents, and activity for dig-safe workflows.

Tools

Track tools, job assignments, checkouts, returns, and due-back status.

Media library

Centralize uploaded media for jobs, customers, galleries, and AI-assisted search.

Money, materials, and procurement

Financial and material records stay attached to the jobs that generated them.

Invoices

Create invoices from jobs or quotes, send customer links, track status, and collect payment history.

Stripe payments

Use hosted card and ACH checkout without a BuilderPal markup.

Customer portal

Give customers one public portal for invoices, receipts, and shared job information.

Materials

Track planned and actual job materials, suppliers, costs, quantities, and variance.

Billing items

Manage sellable items, inventory-style defaults, categories, units, cost, price, and tax settings.

Reorder

Generate supplier-grouped reorder lists from low stock and job needs.

Purchase orders

Create supplier purchase orders with line items and job context.

Expenses and receipts

Capture reimbursable expenses, overhead business expenses, receipt OCR, and analytics.

Analytics, admin, and compliance

Owners and office users get reporting and controls without exposing everything to the field.

Dashboard

See current business activity, first-run setup, revenue, jobs, quotes, and follow-up needs.

Reports and analytics

Review revenue, lead conversion, top customers, material trends, business expenses, payroll, and payouts.

Team roles

Use legacy owner, office, and tech roles or assign granular permission sets for specific pages and capabilities.

Company settings

Manage branding, tax rate, address, country/region, default option lists, email, voice, integrations, and imports.

Compliance documents

Store company compliance documents and custom document type settings.

Notifications

Receive real-time notifications for quote, invoice, lead, task, and customer activity.

Data import

Import Jobber CSV reports for customers, properties, leads, jobs, quotes, invoices, visits, timesheets, expenses, and more.

Security model

Keep records tenant-scoped and protect routes with role and permission-aware middleware.