At the heart of every efficient construction firm lies a powerful tool – a CRM. To harness the full potential of this tool, we present to you: The Buildr Playbook: Fundamentals and Best Practices.

This manual is your ultimate guide to navigating the features, functionalities, and optimal use strategies for our CRM. Whether you’re a beginner seeking foundational knowledge or an advanced user looking to refine your skills, this manual has insights tailored for you.

The Buildr Playbook

1. OVERVIEW

   1. Dashboard
   2. Timeline
   3. Map
   4. Settings

2. CRM

   1. Companies
   2. Contacts
   3. Projects
   4. Leads
   5. Tasks
   6. Activities

3. ANALYTICS

   1. Forecast
   2. Insights
   3. Reports

4. WORKFORCE

   1. Dashboard
   2. Assignments
   3. Utilization
   4. Employees