Learn the basics to easily get set up and be successful
Learn how to access information within your account
Everything to do with Clients!
How to create, import, and use your Cost Codes and set up your Price Book
Learn how to use BuildBook's powerful lead management tools, create Estimates and send Proposals to Clients
How to create and manage information within your Projects
Includes all you need to know about Chat, Daily Logs and Files
Learn how to manage your Project Tasks
Working with the Gantt Chart and Project Schedule
Learn everything there is to know about Project Financials including Budgets, Invoicing and tracking your Project's cost.
Create and manage your finish choices for the Project.
Goes over Global Scheduling, Invoices, Bills & Expenses, and Estimates
Manage everyone you collaborate with in BuildBook
Everything you need to know about setting up your Portfolio