BuildManager (BM) is estimating and workflow software designed specifically for the small builder/carpenter. BM (version 1.6) is used to do the following:


  1. Create often used contacts, daily task lists,  

  2. Store important information regarding your contacts, staff, suppliers and sub-contractors relevant to doing estimates, quotes and running your jobs.

  3. Store often used documents such as contracts, brochures and other documents relevant to a customer or job.

  4. Create simple and/or large building estimates and quotations for prospects

  5. Manage and store your workers time-sheets and allocate these to jobs (with BM mobile App)

  6. Manage and store receipts for materials purchases and allocate these to jobs (with BM mobile App)

  7. Create Job cards and store all information relating to the job

  8. Create and send invoices for Cost Plus and Fixed Price for jobs

  9. Manage contract Variations and Allowances

  10. Push all invoices and data to your accounting software if required


It is important to understand that BM does not do - accounting, stock control, or scheduling of jobs. There are lots of software available to do this if required


How BM works


BM works best on desktop PC’s or Mac computers using either Chrome or Firefox. BM dashboard does may not fit onto tablets or phones. BM does have a free App for both iOS and Android for managing timesheets and material purchases.


After office admin has set up all relevant company information it is advisable to establish your labour rates across the various job types; Commercial. Strata and Residential. Rates can be changed at any time, however the rates you have set up will be displayed in your terms and conditions according to the customer type.

    

BM works in an intuitive way so that even builders with limited computer knowledge can adapt quickly. 


Start by adding new leads into the ‘Leads’ module. Enter all details, especially names, email addresses and phone numbers. 


Move through the building process from the last form you were working in.


As an example. If you entered a Lead and now want to create a quotation, the ‘Create Lead’ button will be found in the actual Lead form. See below.






All admin work on a Job is done from within the Job Card, including setting up progress claims, managing allowances and variations, creating invoices or adding photos.


As you work your way through an opportunity you will find the button to go to the next stage in the form you are working in eg from Lead > Create Quote > Create Job 


Printing and Emailing

Before sending a document out Print Preview the document in PDF to see what the customer will be getting


When satisfied, create an email from the document (quotes, progress claims, invoices) using a prepared email template


Site Summaries

Are mostly used for Cost Plus jobs or tracking work done on a time and material basis. If a Cost Plus job, email the customer directly from the Site Summary sheet


Fixed Price Jobs

Create a full Fixed Price job in just minutes using templates and WIZARDS. Personalise each job with easy to tick Exclusions and Inclusions. Note all Allowances and have an acceptance page with your standard terms and conditions as part of every proposal.


Progress Claims, Allowances and Variations

Easily manage your Allowances and Variations within Progress Claims. Using the BM mobile app, track all times and costs so that you don't forget to invoice for time and money spent.


Cost Plus Jobs

Create full proposals for Cost Plus ESTIMATES and using the SITE SUMMARIES track all of your labour, material and sub-contractor costs. Only with BM can you send a detailed invoice at the end of the week at the click of a button. Stop sending invoices weeks or months after a job is finished.