Getting started

New to Builder Prime? Start here!

• Self-Start Onboarding Guide

Project Management

• Automations Based on Project Start Date
• Getting Started with Project Management
• Price Book Overview
• How to Create a Task-Based Project Template

Employee/User Setup

• Billing for Additional Users
• Controlling Permissions

Company Setup

• How to Log In to Builder Prime
• How to Register for a Free Trial
• Setting Up Company Information
• Setting Up Classes

Customer & Lead Management

• Record a New Lead
• Getting Started with Lead Management
• Clients vs Leads vs Opportunity vs Rehash
• Sales Workflow Example
• Import Preparation Instructions