Projects and lifecycle
A project moves through Active, Prospect, Warranty, and Archived. Warranty carries a countdown and tranches. Portfolio shows every project's schedule on one week grid.
Docs
What each part of BuilderLevel does, in the app's own words. For step-by-step help inside the app, open Settings, then Help. To connect an assistant, see Connect AI.
Get started
Contacts
Clients, Trade Partners, and Team Members live in one place. Adding someone to a project as a participant is what gives them a portal.
Templates
Schedule templates, default folders, and universal folders that every project starts with.
Overview widgets
Schedule Progress, Budget Health, Change Orders In Flight, Open Bid Packages, Waiting On Client, the forecast and Workable Days, Tasks Needing Attention, Project Notes, and Client Portal Activity. Arrange them per company.
Calendar and meetings
A company calendar, and a booking page so clients and trade partners can pick a time. The invite arrives as a .ics file.
Trade partners
Bid packages
Invite by email, remind on their own, level in one grid, award with an accounting code. The award files the bid PDF into Specs.
Email replies
A trade partner can bid or answer a thread by replying to the email. No account needed. The reply lands attributed to their company.
Awards and notifications
Awarding asks whether to notify the trade partner. A company setting decides the default. Awarded, not yet notified is its own list.
The trade partner portal
A free account shows a Needs you list, their builders, and per-project Messages, Schedule, Files, and Tasks. Sent bids appear once they have redeemed an emailed link.
Field tasks
A task emails a reminder until it is marked done, and it can be marked done from the email.
Clients
Client portal
Home, Stay updated, Your decisions, Talk to us, and Money. The client sees only what is shared with them.
Selections
Decisions waiting on the client, in your build order. Each category has its own conversation and files.
Change orders
Budget impact up front, an Approve button, and an e-signature through DocuSign or PandaDoc. Approval updates the budget.
Shared files and photos
Files carry visibility per file. Folders can auto-file by source, and photos from CompanyCam arrive on their own.
View as the client
Open any project as the client or as a trade partner to see exactly what they see.
Money
Budget
Header, subcategory, line. Columns for Cost Plus (hidden on fixed-price jobs), dollars per square foot, and QuickBooks Spent and Paid.
Categories and accounting codes
Specs & Selections, the Budget, and Bid packages share one set of twenty categories. Accounting codes link a spec to its budget line and back.
Cost-plus and fixed price
Set per company. A cost-plus job shows the cost-plus columns; a fixed-price job hides them.
Proposals
Proposals document scope. They never touch the budget.
Integrations
QuickBooks Online
Spent and Paid in the budget. Writes back are switched on per company.
Dropbox
Two-way sync between project files and your Dropbox folders.
CompanyCam
Site photos arrive in the project on their own.
DocuSign and PandaDoc
Change orders and contracts go out for signature through either one.
Claude and ChatGPT
Add BuilderLevel to Claude, ChatGPT, Claude Code, or any MCP app. It reads your jobs with your own login and acts on them; sends, awards, and QuickBooks writes wait for your approval in the app.