Projects, subbies and quotes for small building teams.
Residential builders and renovators running a handful of concurrent projects. The Small Builders blueprint turns each job into a project record with its own subbies, selections, stage claims and defects.
Sound familiar?
Quotes take a whole weekend
Take-offs and pricing assembled by hand while paying jobs wait their turn.
Subbie coordination by group text
Trades turn up in the wrong order because the schedule is a message thread.
Client variations agreed verbally
Changes agreed on site, never documented, then disputed at handover.
What installs when you pick Small builders.
Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.
Pipeline stages Build Pipeline
- 1New Enquiry
- 2Site Meeting
- 3Quote Prepared
- 4Quote Submitted
- 5Contract Signed
- 6In Construction
- 7Practical Completion
Custom fields on top of the standard ones
| Field | Type |
|---|---|
| Project Type | dropdown |
| Estimated Budget | currency |
| Council Approval # | text |
| Estimated Completion | date |
| Build Budget | currency |
| Builder's Licence Number | text |
Records it adds extra record types beside contacts, deals and jobs
- Projects
- Subcontractors
- Client Selections
- Stage Claims
- Defect / Warranty Items
Built for how small builders actually works.
- Catalog-driven estimates cut quoting from days to hours
- Subcontractor scheduling on the same dispatch board as your own crew
- Client selections and stage claims recorded against the project
- Supplier bills matched back to the project budget
Blueprints stack. Run Small builders alongside any other blueprint in the same workspace, and switch later without losing records.
Your small builders workspace, live in about two minutes.
Pick the Small builders blueprint during signup and start the 21-day free trial. No card needed to look around.