Builder Prime Knowledge Base
English
Español - México
Go to builderprime.com
Español - México
Reporting
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
Back to home
Builder Prime Knowledge Base
Reporting
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
Reporting
Get the data that matters to you and your business easily!
Creating Custom Reports in Builder Prime
Sales and Marketing
The Lead Summary Report
Lead Performance Report
Leads by Lead Source and Project Type Report
Customer Acquisition Costs by Lead Source Report
Lead and Customer Acquisition Cost Reporting
Total Sales (Contracts) Report
Meeting Results Report
Sales Pipeline Report
Commission Summary Report
Sold Jobs vs Sold Contracts
Setting Goals in Builder Prime
See more
Production
Project Baseline Comparison (Estimates vs Actuals) Report
Baseline Trends for Completed Projects (Estimates vs. Actuals) Report
Production Pipeline Report
The Completed Projects Report
Outstanding To-do Items Report
Invoices Report
Client Invoice Summary Report
Payments Report
Created To-do Items Report
Completed To-do Items
Subcontractor Purchase Orders Report
See more
-1.png?height=120&name=original-tar-ruler%20(1)-1.png)