Home builder software
One operating system for custom home builders.
ProBuilder OS connects the long custom-home lifecycle—from the first design and budget conversation through estimating, pre-construction, field execution, client decisions, payments, closeout, and warranty-ready records.
- Connect sales, pre-construction, production, and financials
- Give each role a clear operating view
- Keep clients informed without exposing internal complexity
Company command centerThursday, July 30
Open project tasks5 commitments
Overdue follow-ups2 need action
Residential-firstPurpose-built workflows
Role-awareProtected team and client views
ConnectedOne lead-to-project history
Built for residential operations
Custom homes create too much context for disconnected tools.
A home builder manages a relationship and a project over many months. Plans change, selections affect schedule and cost, permits create dependencies, and the client expects visibility throughout. When each department owns a different spreadsheet, the business loses the continuity it needs to scale.
Revenue and delivery connect
Keep the promises made during sales and estimating visible when pre-construction and production take ownership.
Every role sees the work
Owners, salespeople, estimators, project managers, field leads, and clients work from role-appropriate views of connected records.
Portfolio risk becomes visible
See open pipeline, active jobs, upcoming commitments, payment status, project progress, and margin signals across the company.
Connected capabilities
Everything important stays attached to the work.
Use focused workflows for each responsibility without creating another isolated source of truth.
Lead and pre-sale management
Qualify locations, budgets, timelines, decision makers, plans, and project fit before investing deeply in pursuit.
Residential estimating
Build detailed proposals with one total price, clear scope boundaries, flexible payment schedules, and professional client documents.
Pre-construction handoff
Carry the customer, property, scope context, files, approved proposal total, and exact payment schedule into a managed project.
Production control
Coordinate project phases, schedules, tasks, inspections, daily logs, documents, and field responsibilities.
Financial visibility
Monitor contracts, approved changes, collections, and balances. Pro and Business add category budgets, committed and actual costs, paid amounts, forecast profit, and role-scoped company earnings.
Homeowner experience
Give clients a separate portal for progress, schedule information, payments, changes, documents, and messages.
Complete builder workflow
Keep the business connected from pursuit to closeout.
The operating record should gain detail as the job advances, not restart at every departmental handoff.
Start this workflow in ProBuilder OS- 1
Qualify the fit
Understand location, product type, budget, timing, plans, decision makers, and next steps before estimating.
- 2
Define scope and price
Build a detailed proposal that documents one total price, custom payment terms, scope boundaries, clarifications, and client expectations.
- 3
Plan and produce
Convert won work into a project with dates, tasks, schedule events, financial controls, logs, and accountable ownership.
- 4
Communicate and close
Manage decisions, payments, changes, documents, progress, punch activity, and a durable client record.
The operating difference
Scale the company without multiplying disconnected systems.
Work gets reconstructed.
- CRM for sales, spreadsheets for estimating
- Calendars and texts for production
- Accounting reports for late financial insight
- Client communication rebuilt on every job
The record moves with the job.
- One lead-to-project operating history
- Shared projects, tasks, schedules, and logs
- Project-level payment, cost, change, and margin views
- A consistent portal for every homeowner
Product rollout clarity
See what works now—and what is coming next.
Start with the connected workflows available today. Planned capabilities stay labeled clearly while ProBuilder OS continues to expand.
- CRM and pipeline management
- Estimating and branded documents
- Projects, schedules, tasks, and logs
- Project financials and change orders, with a detailed Pro and Business cost ledger
- Team roles and client portal
- Selections and allowance management
- Vendor and subcontractor portal
- Vendor billing, accounts payable, and purchasing workflows
- Custom analytics, forecasting, and accounting integrations
Questions, answered
What contractors should know.
What kind of home builder is ProBuilder OS for?
The initial product is focused on residential builders and remodelers that need sales, estimating, project, financial, field, and client workflows to stay connected. It is especially relevant to custom homes, additions, ADUs, and substantial remodeling work.
Does it support both office and field teams?
Yes. The product is responsive across desktop, tablet, and mobile layouts, with role-aware views for owners, sales, project managers, field leads, and clients.
Can owners see every job?
Authorized owner and admin roles have company-wide visibility. Sales and project roles can be scoped to the records assigned to them, helping the company preserve accountability without hiding critical information from leadership.
Can I import my existing data?
Guided imports and broader migration tooling are part of the private-beta roadmap. Founding builders will help define the practical import paths needed from spreadsheets and common contractor systems.
14-day Pro trial
Put the full lead-to-project story in one workspace.
Create your company workspace without entering a card. Verify your email, complete guided setup, and invite your team directly from onboarding.