Builder Prime Knowledge Base

FAQs

Have questions? See what other users have asked frequently!

How to prevent Builder Prime emails from going to spam
How to Delete a Client/Lead from Builder Prime

Getting started

New to Builder Prime? Start here!

How to Register for a Free Trial
Setting Up Company Information

General

A a great collection of important resources for using Builder Prime.

Add Builder Prime App to a Mobile Device
How to Reset Your Builder Prime Password

Reports

Get the data that matters to you and your business easily!

Lead Performance Report
Sold Jobs vs Sold Contracts

Integrations

Builder Prime integrates with email, calendars, lead generators, and more!

Gmail, Google Workspace, and Outlook
Setting Up Shared/Company Google Calendar

Contracts

Everything you need to know to create and send estimates!

Adding Additional Signers for a Contract
Sending Contracts for eSignature

Managing Users

Creating new users, clocking in for assigned projects, and more!

How to Manage Roles and Permissions
Field User Account Information

Price Book

Everything you need to know about one of our core features!

How to Build Your Price Book
Creating an Estimate with Price Book

Accounting and Invoicing

Payment processing and reporting made easy.

How to Create an Invoice
QuickBooks Online Integration

Automations

Set it and forget it!

Email Automation
Lead & Project Status Automation

Projects

Our core workflow broken down into key segments!

Project Scheduling
How to Create a Project Estimate Using Task-Based Estimating

Clients and Leads

The people and places that drive your business!

Terminology for Opportunities, Leads, and Clients
Lead Status Configuration

Email and SMS

Keep your customers informed with ease!

Email Templates
SMS Messages