Builder Prime Knowledge Base
English
Español - México
Go to builderprime.com
Español - México
Getting Started
Company Setup
Project Management
Employee/User Setup
Customer & Lead Management
General
Integrations
Email and Calendars
SMS Text Messaging
Dialers
Lead Gen
Photos and Measurements
Payments and Financing
Miscellaneous
Accounting and Invoicing
Automations
Clients and Leads
Contracts
Email and SMS
FAQs
Managing Users
Price Book
Projects
Reporting
Sales and Marketing
Production
Spanish Speaking/artículos en español
Hello. How can we help you?
Getting Started
Setting Up Company Information
How to Register for a Free Trial
See all articles
General
Add Builder Prime App to a Mobile Device
How to Reset Your Builder Prime Password
See all articles
Integrations
Gmail, Google Workspace, and Outlook
Setting Up Shared/Company Google Calendar
See all articles
Accounting and Invoicing
How to Create an Invoice
QuickBooks Online Integration
See all articles
Automations
Lead & Project Status Automation
Email Automation
See all articles
Clients and Leads
Terminology for Opportunities, Leads, and Clients
Lead Status Configuration
See all articles
Contracts
Sending Contracts for eSignature
Adding Additional Signers for a Contract
See all articles
Email and SMS
Email Templates
SMS Messages
See all articles
FAQs
How to Delete a Client/Lead from Builder Prime
How to prevent Builder Prime emails from going to spam
See all articles
Managing Users
Field User Account Information
How to Manage Roles and Permissions
See all articles
Price Book
How to Build Your Price Book
Creating an Estimate with Price Book
See all articles
Projects
How to Create a Project Estimate Using Task-Based Estimating
Project Scheduling
See all articles
Reporting
Lead Performance Report
Sold Jobs vs Sold Contracts
See all articles
-1.png?height=120&name=original-tar-ruler%20(1)-1.png)