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The Buildr Playbook

Your ultimate guide to navigating Buildr's features, functionalities, and optimal use strategies

The Buildr Playbook: Fundamentals and Best Practices

Getting Started with Buildr

Get started with Buildr, your all-in-one preconstruction platform for streamlining business development

Overview

Access Buildr's support resources including self-service guides, tutorials, and direct assistance from our support team

Support

Manage user permissions in account settings

Account Permissions

Learn how to organize your Projects and Workforce with Divisions

Divisions

Guide to creating and utilizing custom fields

Custom Fields

Guide to creating and utilizing custom activities

Custom Activities

Utilize Buildr's Go/No-Go Feature on Leads and Projects

Go/No-Go

Buildr Mobile App

Guide to utilizing the Leads tool in Buildr

Leads

View and manage companies in your CRM directory, including clients, partners, and project collaborators

Contacts

Reports

How to subscribe to notifications on Projects, Companies, and Contacts

Subscriptions

Mentions

Notifications

How to filter your views on Companies, Contacts, and Projects

Filtering

Columns

Creating and Saving Views

Downloading views on Projects, Companies, Contacts, and Forecast to a CSV file

Exporting Views

Record your prime contracts and change orders in Buildr

Prime Contract

Record project actuals and budgets to keep your financial forecast up-to-date

Project Forecast

Access high-level reports of your forecasted revenue

Forecast Reports

Create and collaborate on project budgets from conceptual estimates to 100% completion

Main Budget

Add and manage budget markups including fees, bonding, insurance, and contingencies

Markups

Track and manage target budget changes throughout the project lifecycle

Target Budget

Import budget line items from CSV files into your project budget

Import Budget

Create and manage budget change requests for collaboration and approval workflows

Change Requests

Compare your project's budget over time to track changes and variances

Budget Comparison

Create and manage budget milestones for tracking project phases and design stages

Milestones

Leverage historical budget data to compare project costs and create accurate estimates

Cost Model

Migrate existing estimates into the Budget tool as milestones

Migrate Estimates

Using the Buildr Precon + Procore Integration

Procore

Enable Microsoft 365 integration to sync emails, calendar events, and tasks with Buildr

Connect Microsoft 365

Log emails seamlessly with Buildr's BCC/Forward integration

Log Emails with the BCC/Forward Integration

Automatically sync tasks and important dates to your calendar.

Calendar Sync

Creating Workforce Roles

Guide to importing and exporting your employees

Importing and Exporting Your Employees

View and manage workforce employee details, certifications, experience, and project assignments

Employee View

Tracking Employee Certifications in Workforce

Employee Certifications

Workforce Assignments

Getting the most out of the Utilization tool in Workforce

Guide to Utilization in Workforce

Best practices for reassigning shifts in cases where employees are over-utilized.

Resolving Over-Allocation Issues in Workforce

Employee Bench

How to Dismiss Workforce Employees in Buildr

Employee Dismissals

Understanding the Workforce Demand and Utilization Charts

Insights: Workforce Reports

Guide to Customer Relationship Management in Buildr

Forecast, Insights, Reports, and Cost Model

Analytics

Dashboard, Assignments, Utilization, and Employees

Workforce

A step-by-step guide to Buildr Estimating

Estimating 101

Budget Walkthrough

Video tutorial on working with the main budget in Buildr

Video tutorial on importing budgets into Buildr with template download

Video tutorial on managing target budgets in Buildr

Learn how to manage and estimate change requests in Buildr

Video tutorial on creating and managing milestones in Buildr

Video tutorial on using the cost model in Buildr

Video tutorial on managing cost codes in Buildr

The Buildr Playbook: Fundamentals and Best Practices

​The Buildr Playbook

The Buildr Playbook