Follow the work from the first call to the final invoice.

A lead turns into a bid, the bid turns into a job, and the job turns into change orders, pay apps, and service calls. Build Daily keeps the people, files, and decisions with it the whole way.

See It with Your Work Browse Workflows All Work Areas

BidCRM, leads, estimates, RFPs, proposals

JobProjects, RFIs, submittals, COs, schedule

ServiceCalls, dispatch, tickets, PM, payment links

CrewTimeclock, PTO, manpower, assets, skills

OfficeFiles, documents, portals, analytics, Friday

Where is work getting lost in your company?

Pick the part of the day that gives you the most trouble. Each one has a home in Build Daily, so nobody has to build another spreadsheet to track it.

Work to Simplify	How Build Daily Helps
Start the day and hand work off.	Your dashboard shows your tasks, notifications, and recent activity. Each task links back to the job or ticket it came from and has an owner.
Follow up and bid.	Track the customer, follow-ups, bid files, vendor RFPs, addenda, proposals, and bid results from the lead through bid day.
Run the job.	Run RFIs, submittals, change orders, T&M tickets, daily reports, schedules, pay apps, and closeout from the project.
Dispatch service and get it billed.	Take the call, dispatch the tech, get the ticket signed, review billing, and send the invoice with a payment link.
Schedule people and review time.	Approve timesheets, PTO, and expenses, then schedule crews and equipment on the manpower board with conflicts flagged.
Get outside people to act.	Send owners, subs, vendors, and customers a link to sign, review, upload, or quote. They do not need a login.
See what needs attention.	Analytics boards show stale leads, at-risk jobs, service backlog, and crew conflicts, with a link to each record.

Real screens with sample jobs loaded.

These are the pages your team would open every day, from sending a proposal to collecting a service payment.

Estimate bid desk proposals — Send proposals from the estimate. Vendor quotes, addenda, and bid results stay on it.

Project work page overview — The project page holds the logs, field reports, financials, schedule, and closeout for the job.

Public service invoice payment link — Customers open the invoice link, download the invoice PDF, and pay online by card through Stripe. No login needed.

Lead map — Leads are mapped so sales can see where bids, wins, losses, and drive time pile up.

Manpower dashboard and map — Manpower shows who is scheduled where, on a map, with skills and conflicts.

Analytics executive board — Analytics shows what is overdue, where backlog sits, and which leads, jobs, tickets, or crew plans need a look.

Document envelope register — Documents tracks every document you sent, who still has to sign, and the executed copy.

External project partner portal — Owners and partners see only the job records you share with them.

Shared company files with folder permissions — Company Files holds your common forms and manuals, with folder permissions for the restricted stuff.

Inventory stock and movement dashboard — Inventory tracks stock by location, who moved it, what it cost, and which vendor sells it.

Pocket Tools ductulator — Pocket Tools has duct, rigging, riser, electrical, and water heater calculators, plus ACCA Manual J, S, and D.

Friday reviewed interaction history — Every Friday request shows what it was asked, what it used, and who approved the result.

Open the page for the work you are doing.

Bids, jobs, service, crews, and files each have their own page with the next step on it.

Qualify the work, build the bid, and send the proposal.

CRM, Leads, and Estimating carry the customer, follow-ups, bid files, vendor quotes, and proposals from the first call to bid day.

Public vendor RFP planrooms let subs quote without becoming internal users.
Bid letters turn scope, inclusions, exclusions, clarifications, and alternates into proposal PDFs.
Won estimates convert into projects with customer, location, contacts, files, and bid context intact.

Run the job from the project page.

PMs, supers, and billing work RFIs, submittals, change orders, T&M tickets, daily reports, pay apps, and closeout from the same project page.

Owners, architects, vendors, and subs answer from a review link. They never get a login to your system.
Project schedules combine task grids, Gantt views, lookaheads, critical path, calendars, and PDF/print controls.
Closeout and warranty packets are built from the records and files already collected on the job.

Take the call, dispatch the tech, finish the ticket, bill it, and collect.

The service ticket carries the call, the site and equipment, the tech's labor and material, and the customer signature through to the invoice.

Techs finish the Work On ticket with photos, line items, and the customer signature.
Service agreements set coverage, rates, PM visits, and when to invoice.
Parts used on a ticket come out of truck or warehouse stock and show up on the bill.

Know who is working, who is off, where crews are scheduled, and what assets are committed.

Timeclock and Manpower put hours, PTO, and expenses next to the crew schedule. Whoever plans the work can see who is off, who is certified, and which equipment is already out.

Review, fix, approve, or reject timesheets, with hours coded to the job.
Manpower schedules people and assets against projects, service work, estimates, and overhead.
Check skills, certifications, and equipment conflicts before the crew goes out.

Keep files and signatures with the job.

Files live on the bid, project, or service ticket they belong to. Documents sends agreements out for signature. Outside people get a link to the one thing they need to do.

Build agreement packets, send them for signature, countersign, and keep the executed copy.
The mobile app and Build Daily Sync put job files on phones and office computers.
Messages and to-dos stay on the record they are about, with an owner.

Give the owner a report nobody had to build by hand.

Analytics shows managers what is overdue and which jobs need a look, with a link to each record.

Analytics covers leads, estimates, projects, service, manpower, geography, risk, backlog, and follow ups.
Friday can help draft RFIs, change orders, daily reports, lead follow-ups, and support replies. A person reviews the result before it goes anywhere.
Accounting is in development and rolling out in phases. It does not replace your accounting system yet.

Go straight to the part you care about.

Work Area	What It Helps Manage
Dashboard and follow-up	Your daily board, tasks, alerts, user access, and company setup.
Project work	Job setup, RFI and submittal logs, owner review, daily reports, drawings, schedule, billing, and closeout.
Preconstruction and sales	Customers, follow-ups, lead maps, vendor quotes, proposals, and turning the win into a job.
Service and material flow	Calls, the dispatch board, Work On tickets, equipment, PM schedules, billing, and parts.
People, time, and assets	Timesheets, PTO, expenses, the crew schedule, certifications, and equipment maintenance.
Files, documents, and external access	Job and company files, agreements for signature, client and sub portals, vendor planrooms, and desktop sync.
Running the business	Owner and department reports, alerts, Friday drafting help, support tickets, and accounting as it rolls out.

Walk through a normal week with us.

We follow one real piece of work until it is done: who owns it, what is missing, and what gets billed.

Lead to Bid to Project

Add the lead, send vendor RFPs from the estimate, send the proposal, and turn the award into a project.

RFIs, Submittals, COs, and T&M

Open a job, send an RFI and a submittal out for review, price a change, and package the paperwork for the owner.

Service Call to Payment

Take the call, schedule the tech, finish the Work On ticket with labor, material, and signature, then send the invoice with a card payment link.

Workforce Day

Build the crew schedule, fix conflicts, check PTO, and approve timesheets and expenses.

Bring the job that gave you the most trouble.

A bid, a change order, a service call, or a payroll week that took too much chasing. We will walk it through Build Daily with you.

Book a Walkthrough