Build Daily gives contractors simple places to work the lead, bid, job, service ticket, change, document, timesheet, crew plan, and invoice. The point is not to make the software the job. The point is to make each part of the job easier to run, easier to hand off, and easier to finish without chasing spreadsheets and inboxes.
A lead needs follow-up. A bid needs vendor quotes. A job needs backup for a change. A service ticket needs a signature before billing. A crew week needs cleanup before payroll. Build Daily gives each workflow a clear place to manage the next step.
The screen should show the decision or action. These examples show change pricing, bid setup, service completion, timesheet review, and agreement routing with sample records.
A useful walkthrough should follow one real piece of work all the way through: what needs to happen, who owns it, what files are attached, what is missing, and whether it is ready for the next step.
| Contractor question | Where Build Daily handles it | Why it matters |
|---|---|---|
| Should we chase this lead? Who owns it, what is the jobsite, what follow-up is due, and what was already sent? |
Lead work page with customer, contact, source, location, files, photos, communications, follow-up, activity, estimate link, and outcome. | Estimating does not waste the first hour asking sales where the site, files, or contact history went. |
| Can we bid this cleanly? Which bidders, scopes, addenda, RFIs, takeoff items, alternates, and proposals are in play? |
Estimate work page with RFP groups, no-login planrooms, bid files, RFIs, addenda, takeoff, alternates, bid letter, competitor tracking, and bid results. | When the job is won, operations can see the bid files, bidders, addenda, and proposal work without starting over. |
| What changed on the job? Is this an RFI, submittal, change order, T&M ticket, pay application issue, drawing/spec issue, or closeout item? |
Project page with management, field, financial, schedule, files, drawings, specs, distribution, and setup controls. | The PM can price, document, or route the issue while the backup is still tied to the job. |
| Can we bill the service call? Was the tech dispatched, was the work completed, what parts/labor were used, and did the customer sign? |
Service ticket and Work On flow with dispatch slots, technician assignment, site/equipment context, line items, files, signature, billing review, invoice, and payment link. | Service and billing can see whether the visit is ready to invoice without guessing from texts. |
| Is payroll going to be a mess? Are hours coded to the right job/service/overhead work, and are PTO, expenses, and HR files current? |
Timeclock/HR with clock status, employee/crew/company timesheets, PTO, expense accounts, receipts, employee files, HR library, and manpower context. | Labor and reimbursement cleanup happens before payroll, not after everyone is annoyed. |
| Who needs to sign or review? Does this need an owner, customer, vendor, subcontractor, employee, or internal countersignature? |
Document templates, envelopes, public signing links, RFP planrooms, review portals, subcontractor portals, executed packages, and audit history. | Outside people get the one link they need, while your internal record keeps the audit trail. |
Estimators, PMs, supers, dispatchers, service managers, HR, and billing all work differently. Build Daily keeps the customer, site, files, notes, pricing, signatures, and assignments close enough that the next person can keep moving.
The bid starts with the customer and site record already in motion.
The PM gets the bid context and adds field work, money items, schedule, and closeout.
The service desk can move a call from intake to signed work and billing review.
Field labor, PTO, expenses, assets, and people records stay close to the schedule.
Documents, reviews, signing, and public links stay with the job, ticket, company, or employee.
Leaders can see which lead, bid, job, ticket, or support issue needs attention.
Vendors, reviewers, owners, customers, signers, and subcontractors often need to do one thing: upload a quote, answer an RFI, review a submittal, sign a packet, or pay an invoice. Build Daily gives them a controlled link for that action.
The point is not to click every tab. The point is to bring a real handoff and see whether Build Daily keeps the record cleaner than the way your team works today.
Bring a lead that became a bid, a bid that became a job, a field issue that needed price or signature, a service call that had to be billed, or a labor week that needed cleanup.
Can the next person see what happened, what changed, who needs to act, what is missing, and whether the work is ready for review, signature, payroll, billing, or closeout?
A bid file that never reaches the PM. A signed ticket that billing cannot find. A change that lacks backup. A crew week that gets rebuilt in texts. Bring us that.
