Documentation
Welcome to the BuildWorkPro documentation. Here you will find everything you need to manage your construction business, from creating your first bid to tracking pay applications.
Where to start
Section titled “Where to start”- New to BuildWorkPro? Begin with the Introduction and Quick Start guides, then learn your way around with Navigation and search.
- Ready to bid? Learn how to create a bid and send it to a client.
- Managing a project? Explore project views, phases and tasks, and the Gantt chart.
- Getting paid? Set up pay applications and track them through approval.
Core modules
Section titled “Core modules”- Bids – build detailed estimates with line items, markup, and labor rates.
- Projects – plan work with phases, tasks, and visual scheduling.
- Pay Apps – submit AIA-style payment applications and track approvals.
- Change Orders – document scope changes and their contract impact.
- CRM – manage contacts, leads, and your sales pipeline.
- Field – log daily site activity, photos, and crew hours.
- Products – keep a catalog of products and kits to quote from.
- Documents – store and organize files, linked to the records they belong to.
- Reports – track pipeline, bids, projects, and activity.
- Calendar – see project, phase, task, lead, and bid dates in one place.
Use the sidebar to navigate through each section.