Build Daily keeps the job together from the first call to the final payment.

Build Daily is construction operations software for contractors who are tired of rebuilding the same story in five places. The same customer, site, files, people, prices, signatures, ticket work, pay applications, receivables, crew assignments, and follow-ups stay close to the record that created them. A lead can become an estimate, an estimate can become a project, a service call can become a dispatched ticket and invoice, and managers can see what is slipping without asking every department for a separate spreadsheet.

Request Demo See Plans All Modules

Follow one job from start to finish

The customer record is the anchor

Contractor work usually starts with a company, contact, location, relationship, or piece of history. CRM keeps the customer, vendor, site, contacts, compliance, estimates, projects, service, balances, and activity in view before the next lead, job, or service call is opened.

See contacts, locations, compliance, service history, projects, estimating ties, and notes from the company record.
Stop re-entering the same customer for estimating, service, projects, and billing.
Use the company record to understand the relationship before the next call or bid decision.

Build Daily CRM company overview — CRM holds the customer and vendor history behind leads, estimates, projects, service, and billing.

A lead becomes a bid without losing who asked for what

A lead is the job before the estimate exists. Build Daily keeps the customer, contact, source, jobsite, owner, follow-up, files, photos, notes, calls, and what is still missing in view before anyone builds a bid.

See who owns the opportunity and what still needs a call back.
Create the estimate from the lead without retyping the customer and jobsite.
Keep won, lost, stale, and no-bid reasons for the next sales review.

Build Daily lead work overview — The lead work page shows what is missing, the action queue, owner, value, files, and what goes to the estimate.

The bid keeps the files, bidders, quotes, and proposal work together

Estimating is where the contractor handles bid files, RFP groups, vendor planrooms, addendums, estimate RFIs, alternates, takeoff, bid letters, proposals, competitors, bid results, and the award handoff.

Give vendors a no-login planroom for files and quote uploads.
See who opened, declined, sent pricing, or still needs a reminder.
Convert awarded work into a project with the bid files and customer already filled in.

Build Daily estimate work page — The estimate work page keeps bid setup, files, bidders, proposal work, and project conversion together.

Outside bidders and reviewers get narrow links

Not everyone needs a login. Vendors use a public planroom to review files and upload quotes. Owners, reviewers, signers, and subs get a link for the one decision they owe you.

Send vendors to the files and quote upload they need and nothing else.
Keep addenda, quote activity, no-bids, and follow-up tied to the estimate.
Use outside links for reviews, signing, planrooms, invoices, and portals.

Build Daily vendor RFP planroom — The public planroom gives bidders the files, addenda, and quote upload without internal access.

After award, the project page becomes the job file

The project page is where the PM and super go for the job: team access, notes, activity, RFIs, submittals, project RFPs, meetings, permits, inspections, daily reports, safety, deliveries, change orders, T&M tickets, pay applications, drawings, specs, files, schedule, and closeout.

PMs and supers work from the same job record instead of trading disconnected logs.
Field reports, RFIs, submittals, files, drawings, specs, change work, and pay apps stay on the job.
Project rows and tabs show the next job issue before it surprises anyone in a meeting.

Build Daily project work page — The project work page keeps the job details, team, tabs, and activity together.

Project cost and billing stay attached to the work

Extra work is only worth something if the office can prove it, price it, get it approved, and bill it. Change pricing, T&M, pay applications, A/R, files, and job backup stay on the project that earned the money.

Price change work with scope, backup, cost, markup, and customer value visible.
Use pay applications and the SOV to see what has been billed and what is still open.
Keep the financial trail tied to the job instead of recreating it during collection.

Build Daily change order pricing — Change pricing turns what the field and PM know into a billable package instead of a loose note.

Service work moves from call to dispatch to invoice decision

A service ticket needs the call, site, equipment, technician, work performed, parts, signature, and billing decision. Build Daily keeps that together through dispatch, Work On, billing review, invoice email, payment link, and A/R.

Dispatch can see technician load, queued calls, loose tickets, drive times, and assignment status.
The ticket shows labor, parts, files, notes, totals, and signature state before billing touches it.
Billing can decide whether the work is billable, warranty, goodwill, internal, partial coverage, or not ready.

Build Daily service dispatch board — Dispatch puts call and ticket work on a technician's day before Work On and billing review finish the record.

Paperwork is routed from the record that needs it

Agreements, authorizations, change approvals, HR acknowledgements, and other packets should not float around in email. Documents builds or uploads the packet, sends it to the signers, collects the countersignature, tracks status, and files the signed package back on the record it came from.

Use templates or uploaded PDFs when the packet needs signatures.
Track sent, viewed, signed, declined, countersigned, and executed package state.
Keep the signing history on the project, service, HR, subcontractor, or agreement record that needs it.

Build Daily document envelope register — The envelope register shows packet status, the record it came from, signer progress, and whether the executed package is ready.

Time and manpower turn labor into a managed plan

Hours after the fact are too late. The office needs timesheets, PTO, expenses, crew schedules, skills, certifications, licenses, assets, and conflicts visible before payroll or the field plan breaks.

Review submitted and missing time before payroll cleanup becomes a scramble.
Schedule people to project, service, estimate, or overhead work and see conflicts as you go.
Keep labor tied to the jobs and service work that need it.

Build Daily manpower schedule — Manpower scheduling connects people to the work that needs them and flags conflicts early.

Analytics and support point back to the records

Management needs to know what is slipping and who owns the next move. Analytics reads leads, estimates, projects, service, A/R, backlog, dispatch, and manpower. Support keeps product issues tied to the module, screenshots, owner, replies, and status.

Use analytics to find stale follow-ups, bid gaps, project risk, service backlog, aging A/R, and crew conflicts.
Open the record behind the number instead of arguing about a chart.
Use support tickets when a product issue needs screenshots, replies, an owner, and a close date.

Build Daily executive analytics — The executive board shows where each department is behind, then points managers back to the work.

Real screens across the contractor workflow

Build Daily project work page with job record, tabs, team, and activity — After award, the project work page is the job record: team access, customer and site, tabs for the logs, and everything the PM works from.

Build Daily lead work overview with missing items and action queue — The lead work page shows the pursuit before the bid exists: what is missing, owner, action queue, overdue follow-ups, files, and what goes to the estimate.

Build Daily estimate work page with bid details and navigation — The estimate work page keeps bid setup, files, bidders, pricing, proposal work, and award handoff in the same estimating record.

Build Daily public vendor RFP planroom with files and quote upload workflow — Vendor planrooms let outside bidders open files and upload quotes through a focused public link instead of getting internal app access.

Build Daily project RFI log with due dates, status, and owner — Project RFIs show the job question, where it applies, who owes the answer, when it is due, and what happened next.

Build Daily change order pricing with backup and pricing rows — Change order pricing keeps extra work, backup, scope, cost, markup, and customer-facing value together before it becomes receivable work.

Build Daily project SOV and pay application register — Pay applications and the SOV show what has been billed, what has been approved, and what package is going out to the customer.

Build Daily service dispatch board with technician schedules and travel conflicts — Dispatch puts calls and loose tickets on each technician's day, with load, date, priority, assignment, and travel conflicts in view.

Build Daily service ticket workspace with billing and completion details — Work On keeps the field result on the ticket: notes, files, labor, material, customer signature, pricing, and billing.

Build Daily service billing review with billing decision and invoice status — Billing review makes someone decide how the work gets billed before it becomes an invoice or gets held for cleanup.

Build Daily document envelope register with signers and the record each packet came from — Documents shows which agreement is ready, sent, signed, waiting on a signer, or ready to download back to the source record.

Build Daily company timesheets review with crew time and approval status — Company timesheets give reviewers a payroll-ready view of employee time, work ties, submission state, and approval decisions.

Build Daily manpower schedule with crew assignments and planning controls — Manpower scheduling places people against project, service, estimate, and overhead work before conflicts hit the field.

Build Daily executive analytics board with project, service, manpower, and cash numbers — Analytics puts backlog, A/R, project risk, service load, stale follow-ups, and manpower capacity on one board for the management meeting.

What the office comes back to during the week

Morning Operations Review

Owners and managers check the things that can hurt today: stale follow-ups, bids missing quotes, jobs with A/R or RFI trouble, unsigned change work, service calls running late, and crew conflicts.

Office Cleanup

Estimators work Bid Desk, PMs open project logs, service managers clean up tickets before billing, HR reviews timesheets and expenses, and dispatch moves technicians or crews before the schedule falls apart.

Outside People Get a Narrow Link

Vendors, reviewers, customers, signers, and subcontractors can open the planroom, review page, signing page, invoice, or portal item they need without seeing the internal app.

The questions contractors need answered without another spreadsheet

What You Need	How Build Daily Handles It
What are we chasing?	Yes Leads show source, customer, contact, jobsite, owner, value, heat, next follow-up, files, calls, emails, linked estimates, and outcome.
Can we bid this cleanly?	Yes Estimates hold files, RFP scopes, bidders, quote status, addendums, RFIs, alternates, takeoff, bid letters, proposals, competitors, bid results, and the project handoff.
What is happening on the job?	Yes Projects hold RFIs, submittals, meetings, permits, inspections, daily reports, safety, deliveries, change orders, T&M, pay applications, A/R, files, drawings, specs, schedules, and closeout.
Can service bill the work?	Yes Service shows the call, dispatch slot, technician, site, equipment, line items, customer signature, billing review, invoice email, payment link, and open balance.
Who needs to sign or review?	Yes Documents and public links handle envelopes, signing, countersignature, vendor planrooms, owner reviews, subcontractor portal work, and executed packages.
Is labor planned and approved?	Yes Timeclock, HR, expenses, PTO, manpower, assets, skills, certifications, licenses, and conflicts help the office catch payroll and crew problems early.
What needs attention?	Yes Analytics shows backlog, A/R, project risk, service load, bids that are not ready, stale follow-ups, manpower capacity, and where the work is concentrated.
What is still being built?	Yes Accounting is still being built. Do not count on it to replace your accounting system for the full financial close yet.

Most of the trouble starts at the handoff

The same job appears in different forms

A school boiler replacement might start as a lead, become an estimate, send RFPs to vendors, convert into a project, create change work, collect daily reports, send an agreement for signature, and finish with billing.

The money is hidden in missed handoffs

A stale follow-up loses a bid. An unsigned T&M ticket loses extra work. A service ticket with no billing decision delays cash. A payroll correction burns office time. Those misses usually start when the handoff is vague.

The field and office need different controls

A superintendent, estimator, service manager, dispatcher, HR reviewer, and owner do not need the same screen. They do need the same customer, job, ticket, files, signers, crew, and next action.

How one piece of work carries through

Capture the Opportunity or Request

Start where the work starts: a lead, customer, estimate, project, service call, agreement, time entry, crew assignment, or support issue. The first entry should not have to be typed again downstream.

Move the work to the page where it gets finished

Qualified leads become estimates. Awarded estimates become projects. Service calls become dispatched tickets. Agreements become envelopes with signers and a final executed package.

Work the Details from the Record

Files, notes, contacts, status, line items, decisions, pricing, signatures, due dates, and public links stay on the page where the team is doing the work.

Review the Decision That Matters

The next move is concrete: chase it, bid it, dispatch it, price it, approve it, bill it, send it for signature, escalate it, collect it, staff it, or close it.

Use analytics and support to catch what is slipping

Analytics shows which leads, bids, jobs, service tickets, invoices, or crew plans are slipping. Support keeps product issues tied to the module, screenshots, reply thread, owner, and next step.

The work areas Build Daily ties together

Preconstruction and sales

CRM Companies, contacts, locations, compliance, estimating ties, service history, activity, and notes.

Leads Pursuits, owners, follow-ups, files, photos, calls, emails, maps, outcomes, and linked estimates.

Estimating Bid files, RFPs, bidders, no-login planrooms, addendums, RFIs, alternates, takeoff, proposals, competitors, and bid results.

Bid Desk Whether the proposal is ready, bidder replies, pricing review, no-bids, received quotes, and send and resend activity.

Project and field operations

Projects Job identity, team access, notes, activity, settings, tags, customer, location, and favorites.

Management logs RFIs, submittals, project RFPs, meetings, permits, inspections, directives, and correspondence.

Field records Daily reports, lookaheads, safety, deliveries, toolbox talks, punch work, files, photos, and manpower.

Financial controls Change orders, T&M tickets, pay applications, requisitions, A/R, payment links, subcontractor records, and billing notes.

Service, workforce, documents, and reporting

Service Calls, dispatch, tickets, sites, equipment, agreements, rates, line items, signatures, billing review, invoices, and payments.

Time and manpower Clocking, timesheets, PTO, expenses, HR files, crew schedules, assets, skills, certifications, licenses, and conflicts.

Documents and portals Templates, envelopes, public signing, executed packages, vendor planrooms, owner review links, and subcontractor/customer portals.

Analytics, support, and Friday Executive boards, support tickets, Friday drafts you approve, and cleaner wording for job records.

What the team can decide from the work in front of them

Day-to-Day Decisions

Which leads need follow-up before they go cold?
Which bids are missing takeoff, pricing, proposals, or vendor quotes?
Which projects have red/yellow health, overdue RFIs, unsigned change work, or A/R trouble?
Which service tickets are complete but not financially ready?

Financial Decisions

Can this T&M ticket or change order be priced and packaged?
Is the service ticket customer billable, warranty, goodwill, internal, partial coverage, or not ready?
Which invoices, payment links, pay applications, receivables, and customer balances need attention?
Which accounting areas can you use on jobs today, and which are still in development?

People and Schedule Decisions

Are the right people scheduled to the right project, service, estimate, or overhead work?
Who has a time, PTO, expense, receipt, certification, license, or HR file issue?
Which assignments conflict before the field finds out?
Where does dispatch or manpower need to move capacity?

External Party Decisions

Which vendor still owes a quote?
Which reviewer needs a public link or reminder?
Which customer needs an invoice, payment link, signature, or service update?
Which signer, owner, subcontractor, customer, or support requester owes the next answer?

Compared to the tools you use now

Versus a Generic CRM

A CRM can remember who the customer is. Build Daily also shows the bid, job, service ticket, agreement, crew issue, and billing trail tied to that customer.

Versus Project Only Software

Project-only systems often start after award. Build Daily can show what happened before award too: lead, estimate, bidders, vendor quotes, proposal work, and the files that became the job.

Versus Spreadsheets and Shared Drives

Spreadsheets can list work, but they do not know whether a vendor opened the planroom, a signer finished the packet, a service ticket is billable, or a crew conflict is about to hit the schedule.

Bring one lead, one bid, one job issue, one service call, and one crew question.

That is the fastest way to judge Build Daily: use the work your team already knows and see whether the handoff gets cleaner.

Request Demo