AI TOOL PROFILE
BuilderMate: Construction CRM and Project Management
- Construction
- CRM
- Home builders
- Remodeling contractors
- Commercial contractors
- Specialty trade contractors
- Landscaping professionals
- HVAC and roofing contractors
Pricing
Plans start at $99/month for the Starter tier (2 CRM users), with Pro at $269/month and Business at $459/month, billed annually. A 30-day free trial is available.
At a glance
- Best for
- Home builders, Remodeling contractors, Commercial contractors, Specialty trade contractors, Landscaping professionals
- Key use cases
- Lead and Pipeline Management, Bid and Estimate Preparation, Field and Crew Coordination, Financial Tracking
- Integrations
- QuickBooks Online, Google Calendar, Stripe
- Official website
- Visit BuilderMate official website
How AI is used
BuilderMate is a CRM and project management tool designed for various construction trades, including home builders, remodelers, and specialty contractors. It combines sales tracking with operational tools to help businesses manage the process from lead capture to final payment.
The platform is designed for contractor teams that coordinate field staff and office administration. It supports common construction workflows such as creating quotes, managing change orders, and tracking project budgets.
Buyers should note that the software includes tools for commission tracking and an AI assistant for business insights. It is designed to help businesses move away from manual spreadsheets and disconnected tools into a centralized system.
Key Features
Client CRM & Lead Management
Tracks leads and opportunities through a pipeline to help organize the sales process.
Estimating & Proposals
Supports the creation of quotes with templates and line items.
Project Scheduling
Includes a master calendar with Google sync to help coordinate crew assignments and appointments.
Invoicing & Payments
Supports invoicing and online payments to help with the collection of funds.
Commission Tracking
Calculates and reports sales commissions, including split and milestone tracking.
AI Assistant
Allows users to ask questions about business data in plain English to receive insights.
Subcontractor Portal
Provides a space for subcontractors to submit bids and sign contracts.
Use Cases
Lead and Pipeline Management
Capturing and tracking new inquiries through a Kanban board to help manage follow-ups.
Bid and Estimate Preparation
Using templates to generate quotes and sending them to clients for digital approval.
Field and Crew Coordination
Scheduling team members via a visual calendar and tracking daily logs and project progress.
Financial Tracking
Managing project budgets, tracking expenses, and syncing data with QuickBooks.
Integrations
- QuickBooks Online
- Google Calendar
- Stripe
FAQ
Who is BuilderMate designed for?
- It is designed for construction professionals including home builders, remodelers, commercial contractors, and specialty trades like HVAC, roofing, and landscaping.
Does BuilderMate offer a free trial?
- Yes, it offers a 30-day free trial that does not require a credit card to start.
What is the difference between the pricing plans?
- The plans differ by the number of users allowed: Starter supports 2 CRM users, Pro supports 5 CRM and 9 field users, and Business supports 8 CRM and 20 field users.
Source category: Construction
Source subcategory: CRM
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