Visibility
One record for the whole build
Projects, estimates, invoices, and client updates stay tied together.
Builder FAQ
Answers for builder teams, project visibility, pricing, and support.
Use this page to understand what Builder covers, what opens after sign-in, and where to get help when a project, estimate, or client update needs attention.
Access
Role-based builder accounts
Teams sign in to the tools they need while client-facing information stays scoped.
Support
Help stays attached to the account
Requests stay connected to the correct builder team and delivery timeline.
Who is Builder for?
Builder is for construction teams, estimators, project managers, foremen, and client-facing coordinators who need one record for active builds, approvals, estimates, invoicing, and handoffs.
What does a signed-in builder account open?
Signed-in users can review project pipelines, estimate revisions, client updates, invoices, design reviews, and related marketing tasks tied to the same builder account.
Can clients see internal builder notes?
No. Client-facing updates stay separate from builder-only pricing notes, internal approvals, and delivery coordination details.
When should I use support instead of sending an email?
Use Builder support when you need help with account access, integrations, pricing, estimate rules, invoicing, or project records so the request stays attached to the right account.