Dashboard
🔍
Pipeline value
$0
open opportunities
Active jobs
0
in progress & scheduled
Won revenue
$0
from closed quotes
Follow-ups due
0
to chase
✦ Things to know
Revenue vs Target
6-month view
Pipeline by stage
Active & upcoming jobs
ClientJobDatesStatus
Job Mix
Follow-Ups Due 6
Recent Activity
Today, 9:41 AM
Quote sent → Brennan family
$14,200
Yesterday
Job completed → Harrington
Jun 11
New lead added → Nguyen
Jun 10
Invoice paid → Wheeler
$8,400
💡Leads are active sales opportunities — a specific job you're working to win. They move through stages (New → Quoted → Negotiating → Scheduled or Lost). Everyone here is also a Contact; a contact only becomes a lead when you're actively chasing a job for them.✕
💡Contacts are everyone in your address book — customers, past customers, and prospects. A contact becomes a Lead when you start actively pursuing a specific job with them; that lead lives in your pipeline and can be Scheduled or Lost. Deleting either is separate.✕
◉
Select a contact
Click any contact to see their full profile, quotes, and notes.
Start a quote
Three ways in — they all end up in the same place, so pick whatever suits the job.
1Describe it fastest
Type the job the way you'd say it. You get a priced material list in seconds.
2Draw it in 3D most accurate
Sketch the shape in BuiltView and it counts the materials off the drawing. Best for anything not a plain rectangle.
3Enter it by hand full control
Type your own line items and prices. Use this when you already know the numbers.
↻ Any quote can move between these. Open one and you can refine it in BuiltView 3D, or edit its lines by hand.
BuiltView 3D
Draw the job, then Save to customer — it becomes a quote automatically.
Loading BuiltView 3D…
Active jobs on calendar: Scheduled In Progress On Hold Completed
Jobs & schedule
This week’s work
Show:
ClientJob description Dates ↑ CrewProgressStatusBilling
Showing all time
Revenue ↗
$0
won in this period
Profit ↗
$0
0% avg margin
Jobs Completed ↗
0
avg $0 each
Outstanding ↗
$0
0 quotes pending
Monthly Revenue
Revenue vs Costs
Monthly Profit Margin %
Win Rate by Lead Source
Material Cost Breakdown
Lead Sources
Conversion Funnel
Templates
Compose
Business info
Default pricing
Crew & labor
Job types
Tags
Email templates
Reviews
Web form
Integrations
Appearance
Business Info
Paste your own Stripe Payment Link, PayPal.Me, or Square checkout URL. Every quote you email or print will show a prominent Pay this quote button that sends your client straight here. Leave blank to hide the button.
Trade & Industry
BuiltPro tailors its colors, the estimator, and wording to your trade.
Data
Your data is saved in this browser. Resetting restores the original demo sample.
Default Pricing
These defaults pre-fill every new quote you build.
👷
Crew & labor moved to the Jobs screen
Your crew now lives right next to your schedule, so it's easier to find. Manage members and work days from there.
Appearance
Pick a color theme for your command center. Your choice is saved on this device.
Job Types
These show up as project type options on leads and quotes.
Tags
Create custom labels to organize and filter contacts, leads and jobs. Apply them from any record.
Email templates
These appear on the Email page. Use [Name], [Phone], [Week], and [Start Date] as fill-ins.
Review requests
Set up the message that asks happy customers for a review, then send it in one click from a finished job.
Fill-ins: [Name], [Review Link]
Send a review request
Sends the message above with your review link dropped in. ${''}
Form builder
Leave blank to use the built-in BuiltPro inbox (works when the form is hosted on the same browser/site as this CRM).
Live preview
Embed code
Paste this anywhere on your website. Submissions import straight into Leads & Contacts.
Recent submissions 0
Integrations
🧠 AI Brain
Type what happened in plain English and it updates your CRM. No menus, no clicking around.
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