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How to use BuilderDash

Plain-English, step-by-step guides to every part of BuilderDash - from your first quote to getting paid. Search, or pick a section below.

Getting started

Create your account and workspace, find your way around the dashboard and set up your defaults.

Getting started with BuilderDashCreate your account and workspace, sign in, switch workspaces and set up your defaults.Your dashboardThe home screen that pulls together what needs your attention across the app.Workspace settingsSet the business-wide defaults that keep quotes, invoices and jobs consistent.Two-factor authentication & account securitySet up two-factor authentication with an authenticator app (step by step), and lock the mobile app with Face ID or a fingerprint.

Enquiries & contacts

Capture leads and keep your clients, suppliers and sites in order.

Enquiries (your sales pipeline)Track every lead from first contact to won or lost.Contacts & sitesYour address book of clients, suppliers and people, and the sites you work at.

Quoting

Price work properly and send quotes clients can accept online.

How to create and send a quote in BuilderDashBuild fully priced, sectioned quotations and send them to clients to accept online.The Cost LibraryYour saved list of costs and prices for the things you quote for again and again.

Jobs & scheduling

Run projects day to day - tasks, people, time, files and RAMS.

Jobs & projectsRun a project end to end: tasks, team, files, costs and profit in one place.Scheduling & the plannerPlan who's doing what this week - drag tasks onto people's days on a simple weekly board.Time tracking & timesheetsWorkers clock in and out against a job; timesheets are approved by the office.Files & photosKeep all the paperwork and site pictures for a job in one place.RAMS (Risk Assessment & Method Statements)Generate a full, editable RAMS for a job from its details, then review and issue it.

Invoicing & payments

Bill for work, record costs and keep your accounts in sync.

How to create and send an invoice in BuilderDashRaise bills for work done and track what's been paid, with Xero sync.Purchase ordersRecord what you've committed to buy from a supplier for a job.Capturing receiptsCapture supplier receipts, let AI read them, then confirm and push to Xero.

Suppliers

Keep supplier records and get competitive prices for materials and works.

Suppliers & RFQsKeep supplier records and ask several suppliers to price the same work.

Mobile app

Everything the team on site needs, in their pocket.

The mobile field appThe companion app for people on site: tasks, clock in/out, photos and receipts.

Account & billing

Manage your subscription, your team and your account settings.

Billing & subscriptionManage your trial, card, seats and plan.Users & teamAdd the people in your business and decide what each can see and do.Google integrationLink your Google account to sync BuilderDash contacts.Storage & limitsHow uploaded files count towards your storage allowance.Activity log & notesEvery record keeps a history of who did what, plus notes.

Run your projects, not your paperwork.

One system for every enquiry, job, quote and invoice - built for the way project-based trades actually work.

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