Dashboard

The dashboard page is your personal cockpit to view and understand what needs to be actioned in the near term. From the dashboard page, you have visibility into the pursuits and tasks that are assigned to you. You will notice that the dashboard shows the 10 pursuits that you are personally working on, sorted chronologically by the nearest award date.

A best practice here is to see which pursuits do NOT show any recent activities. This can be a helpful reminder to touch base with the client about the project's next steps. Remember, you can always drill into any of these pursuits or tasks by clicking on them directly.

Timeline

The Timeline view shows all of your pursuits and awarded projects for a selected time period. Pursuit jobs are indicated in blue and awarded projects are highlighted in green.

You can also filter your Timeline by Project Status and Win Probability (as indicated below).

Map

Buildr’s Map view allows for a geographical view of your Projects and Workforce. You can utilize the map view to understand where the majority of your active or upcoming projects are happening, giving you insight into where you might need more resources or, hopefully, to double down on marketing and sales efforts in those regions.

Your won projects are marked with a green icon, whereas the projects you are pursuing are marked blue.

The map view also allows for better insights if you are using Buildr’s Workforce Planning tools. The map view will show your employees' location based on the address listed in their employee profile. If you are wondering if you have a project manager near the location of a project you are currently estimating, the map view will highlight the proximity of employees to that job site address. Hover over the project icon or the employee icon for more information.

Settings

Divisions

Divisions in Buildr provide a powerful way to break out your company's preconstruction efforts by office, workspace, or segment. If you would like to view or pull reports on your projects by workspace, then Divisions in your answer.

Let’s imagine our company builds throughout California. We have offices in Los Angeles, San Diego, and the Bay Area. We can easily set up divisions to parse out our data relating to our projects, financials, and labor. Once you set up your divisions, you can utilize them throughout the platform.

Learn how to set up and utilize divisions here: Divisions.

Go/No-Go

Not all projects are created equal. Just because you can get the project doesn’t necessarily mean it is the right fit for your company.

The Go/No-Go tool was created to ensure that you are only bidding on projects that make complete sense and will lead to a more hassle-free and profitable outcome for your firm. You will find the Go/No-Go tool inside the Account Settings. Once enabled, the tool comes out of the box with a series of questions we find common for evaluating the legitimacy of a project specific to our GC team. This list of questions can be edited, added to, or completely revamped to fit what you deem valuable for evaluating projects in pursuit.

Once defined, you will see the Go/No-Go field available on all of your projects. Answering yes or no to these on a project will tally a health score, helping to give you insights on whether the project is a good fit or not (see below).

You can then begin to utilize the Go/No-Go data point in your estimating meetings or executive veto process from the Project list or Board view.

Learn how to set up and customize your Go/No-Go tool here: Go/No-Go.

Custom Fields

Company Custom Fields

The custom field groups shown below allow you to segment your companies by Priority and Tier.
Segmenting customers into tiers within the Buildr system enables tailored communication and service levels, optimal resource allocation, and enhanced customer satisfaction based on their value and needs.

We've also included a custom checkbox field type for Competitors. Keeping records on the competition allows for better market intelligence, allowing you to adapt strategies, identify industry trends, and maintain a competitive edge. You can add a Custom Field to designate which companies within your records are competitors.

Contact Custom Fields

The Personal Touch custom field group below allows you to add details to each contact, such as what type of Christmas gift they get annually, or what school they attended. These details can serve as a helpful reminder when reaching out to a stale contact.

The Contact Role custom field group below allows us to tag each client by their relevant roles when doing business with them.

Project Custom Fields

Project Facts

Many clients find it helpful to tag projects by project features for future reference. For instance, you can create a view or report of all jobs involving a theater install for your team to reference and highlight in future proposals.

Loss Info

The Loss Info custom field group allows you to track which companies you are losing jobs to and (if you know their bid amounts) how much you under/overbid.

Learn how to create and organize your custom fields here: Custom Fields

Custom Activities

Buildr allows you to create custom activities to log on your projects. Below are two examples of common custom activities you can utilize to track proposals and collect lead information.

Proposal Sent

You can create a custom activity to capture key points about your proposal for easy reference.

When the activity is tracked, the Key info will be displayed in the Activity section of the project, including the attached proposal.

Customer Intake Details

You can also use Custom Activities to build internal forms such as Lead information or Customer Intake Details.

This information will be logged in the Company or Project Activity feed depending on where you record the activity.

Custom Activities are also logged in the Activities Report, where you can sort and filter to find the Specific Activities you need to see.

To learn how to create custom activities, refer to this article: Custom Activities.