Records
Project and billing data stay connected
Builder keeps delivery, estimate, invoice, and support records under the same account context.
Builder privacy
How Builder handles project and account information.
This page explains what Builder stores, who can access it, and why HELM uses that information to run project delivery, client updates, pricing, and support.
Access
Only approved users can open builder records
Team access follows the builder account assigned to the user.
Support
Support requests stay scoped to the account
Operational help uses the same account record to keep follow-up accurate.
What Builder stores
Project, estimate, client, invoice, and support records.
Builder stores the information needed to run project delivery, design reviews, pricing, invoicing, client updates, and support requests tied to the authorized builder account.
Who can see it
Approved Builder users and HELM teams operating the service.
Access is limited to approved users on the builder team plus the HELM teams needed to operate, secure, support, and bill the service. Client-facing information remains scoped to the records shared with them.
Why it is used
To run the service, support the account, and keep delivery records accurate.
Builder uses account data for service delivery, account support, billing, security review, and project coordination so your team can keep delivery work and customer communication aligned.