Client Management Software made crazy simple

The growth of your business depends on how you serve your clients. BuildBook helps you deliver an experience they’ll rave about and share with their friends.

Construction estimate and proposal software by BuildBook

Watch happy clients turn into referral giants

BuildBook helps you turn a job well done into an experience they'll want to share with others.

Customized construction scheduling software

Create amazing Client Experiences

Wow your clients with a professional experience

It’s the little things. What makes a customer go from appreciating the work you’ve done to becoming a fan of your business. That’s where we come in.

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Lightning-fast and easy-to-use Gantt chart scheduling to keep your team and projects on track

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Multi-view Client Selection Management to capture every decision, amount, and document to eliminate any confusion.

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Always-on budget tracking to make sure you and your client are always in sync and your profits are always in line.

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Task management made for busy builders. Create, assign & edit tasks in one window and in the fewest amount of steps possible.

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Communicate with clients, team members, and subs throughout your projects with simple messaging tools that keep everyone up-to-date and every message in one place

Construction estimate and budget proposal software

Set a high bar

From first impression to final payment, give an experience they’ll remember and share.

Construction estimate and budget proposal software

Build a client profile

Create detailed client records for your team and subs. Save time. Improve communication.

construction estimate template software by BuildBook

Offer a secure portal

Create a unique workspace for clients. They'll be informed and connected in every step.

Easy customization of construction estimates

Assign client tasks

Keep your clients on schedule with selections, payments and more with task assignments.

Line item budgeting for creating a construction estimate

Create a showroom

Offer a visually simple way for clients to review and approve every selection option.

Construction proposal software by BuildBook

Manage Client Expectations

This is client management made easy

BuildBook helps take a load off you and your team in every stage of every project. It’s all centralized, simplified, and designed to keep clients in the loop.

Customized professional construction proposal designs

Manage client access

Choose which items and level of detail that your clients can see and access.

construction client proposal settings

Manage client requests

Easily keep track of last minute request and client-approved change orders in one place.

Create a pdf of your construction proposal to share with clients

Capture approvals

Quickly send requests and capture approvals for estimates, selections, & more.

Collaborate and share your construction proposals with clients

Track budget allowances

Assign allowances and keep tabs on what's being spent to keep your clients on budget.

Get electronic approvals from your clients on construction proposals

Keep payments on time

Track costs, communicate, and manage payments, discounts, and reverse-outs with ease.

construction scheduling software

Collaborate with Clients

Offer complete client clarity in just a few clicks

One of the most crucial elements to delivering killer service is communication. Give your clients an easy way to stay informed and communicate during projects.

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Lightning-fast and easy-to-use Gantt chart scheduling to keep your team and projects on track

Check mark

Multi-view Client Selection Management to capture every decision, amount, and document to eliminate any confusion.

Check mark

Always-on budget tracking to make sure you and your client are always in sync and your profits are always in line.

Check mark

Task management made for busy builders. Create, assign & edit tasks in one window and in the fewest amount of steps possible.

Check mark

Communicate with clients, team members, and subs throughout your projects with simple messaging tools that keep everyone up-to-date and every message in one place

construction cost codes and cost library

Share daily logs

Share progress updates at the end of each day. It’s super easy and clients will love it.

Construction estimate and budget proposal software

Centralize client chats

Eliminate texting chaos with built in client chat that keeps conversations in one place.

construction estimate template software by BuildBook

Open to comments

You, your team, and clients can quickly cover specifics about any task, phase, or item.

Easy customization of construction estimates

Keep clients informed

Some clients need a little more “hand holding.” Let us notify them so you don't have to.

Line item budgeting for creating a construction estimate

Manage files and images

Upload, organize, and share files and images that can be accessed from anywhere.

I knew I was wearing too many hats. I was afraid I’d miss something that would end up costing me money or even worse—a client.

Meet Brady Johanson, a custom home builder who freed up time and won more profitable projects when he elevated his client experience with BuildBook.

Questions you may have about our client management software.

What is BuildBook client management software? 

BuildBook’s client management software is designed for modern residential builders that want a fast and easy way to keep clients involved and informed during projects, centralize communication, capture decisions and approvals, and deliver an exceptional experience that creates repeat business and client referrals.

How much does client management software cost?  

BuildBook's client management software is included in all BuildBook paid plans at no additional charge. Plans start at just $79 per month, and each include access to every feature that BuildBook has to offer. Visit the pricing page to learn more.

Can I try BuildBook’s client management software for free? 

Yes! BuildBook offers a completely free 10-day trial that gives you full access to every feature that the platform has to offer. You don’t even need to provide a credit card when signing up for the trial, so there is truly no risk to trying it out.

How does BuildBook client management software compare to other options?

Unlike other construction software, BuildBook has focused on delivering features that are so simple that anyone can start using them immediately without a lick of training.

With image-based room views, BuildBook has made it easier for clients to visualize how their selections will fit within the design of each room, providing a showroom-style experience and reducing the time it takes to make a decision.

With a easy-to-access portal, your clients can quickly check on what's been done, what's up next, where the budget stands, and so much more. And, you have complete control over what clients can see and access.

Lastly, built with collaboration in mind, BuildBook has centralized all project communication, making it easy to keep track of every conversation with your team and clients.

Why use client management software?  

In construction, reputation and trust is everything. And, that is something you earn by consistently delivering quality work while keeping your clients thoroughly informed with constant communication, proactive follow up, and frequent progress updates.

Without the proper tools, managing your clients' needs and expectations can quickly become overwhelming. BuildBook's stunning client dashboard makes it simple to keep your clients informed and impressed – without the headaches. Happy clients lead to successful projects, more profit, and more referrals.