FREE BM PHONE APP*

Available on iOS and Android for data entry

  • The phone App is available free for every worker from Apple store and Google Play
  • Use the free App to capture timesheets for every worker across every job
  • Upload photos of every receipt with the free phone App
  • Auto syncs receipts and times-sheets from your phone
  • Never lose a receipt

 

*coming soon

LEADS / NEW BUSINESS

A full contact management system

  • A comprehensive contact management system for every lead
  • Never lose a lead again
  • Rate every lead - become a salesperson without trying
  • Invoice straight from the lead module for an initial site visit to eliminate tyre kickers. No other software offers this
  • Then upload any docs you will need such as plans, photos etc

QUOTING

Easily create professional and comprehensive proposals

  • Distinguish between Cost Plus and Fixed Price estimates
  • Pre-loaded descriptions make putting together a comprehensive proposal very easy
  • Change your Terms and Conditions each and every time with a simple tick box
  • Stop scope creep. Be clear and legal on every job

Image of BuildManager Quote Module with Fast Build Templates for Great Small Builder Proposals and Estimates

CUSTOMER / JOB CARDS

Everyone knows Leads are not customers!

  • Turn leads into customers with a single click
  • Create Job Cards straight from the Lead module
  • Record notes, emails, tasks and other information against the lead
  • Upload plans, contracts, before and after photos

JOBS

Get organised and Be in Control

  • Every job has a job number
  • All customer details are picked up from the Lead module, no need to start again
  • Copies of notes, quotations and invoices can be viewed from the Job Card
  • All work on site is uploaded daily to the Job Card for easy reference and invoice preparation
  • Every document, contracts, plans, site photos, notes etc is in one place

INVOICES

Cost Plus and Fixed Price jobs too

  • Instantly create weekly invoices with a full job summary at the push of a button
  • Makes invoicing Cost Plus jobs quick and easy
  • Add variations to progress claims for Fixed Price jobs
  • No more late invoices
  • Upload invoices to Xero straight from BM

SITE SUMMARIES

Summarise every activity for quick invoicing

  • Updated every day from the BM App by every staff member
  • Includes labour and materials
  • Automatically attaches to the invoice when it is created
  • Improve cashflow with super quick invoicing

DOCUMENTS

Store important documents in BM for quick retrieval and attachment

  • Keep important documents at hand for attachment to proposals and quotes
  • Make your proposals stand out from the crowd
  • Attach PDF’s, JPEG’s and other standard file types
  • Create new categories relevant to your business

STAFF

Maintain comprehensive staff information in BM

  • Take the pain away from managing apprentices, staff and contractors
  • Keep vital Industrial Relations and HR information in one place
  • License renewals and training records for CPD
  • Workers Compensation, Insurances, Accident reports etc

NOTES

Take notes on every conversation and store in BM

  • Keep notes of every and any discussion regardless of who or what
  • Search for notes that could be kept in any of a dozen places
  • Useful for contacts, product discussions, customers, staff, and more
  • Or discussions with a supplier, an architect and engineer or subbie
  • Never lose a note again
  • You will be more organised than virtually any other builder. It’s so simple!

CONTACTS

Your online contact system

  • One place to store information on everyone you could conduct business with
  • store important contact details for people
  • allow access for your other users
  • relate contacts to any Client or Job or Appointment
  • record contact notes, attach (archive) emails and tasks to the contact

TIMESHEETS

Invoice every working hour across multiple jobs

  • Every worker can download the free the free iPhone or Android BM App
  • Enter time on each and every job through the BM App
  • Automatically uploads timesheets to job site summaries in the job card
  • Know where your staff are even when you are not on site
  • Stop the guesswork about where you and staff were
  • Send your invoice confident that all billable hours are entered

MATERIALS / RECEIPTS

Never lose a receipt again

  • Every worker can download the free iPhone or Android BM App
  • Use the App to capture all materials purchased
  • Receipts are then automatically uploaded to the site summaries in the job card
  • Losing receipts is like losing cash and that is straight profit
  • Create an invoice at the end of the week knowing all receipts are accounted for
  • Improves your bottom line profit
  • Experience positive cash-flow

TASKS

Your On-line ‘To-do’ List

  • Full Task Management System to keep your ‘To-do’ lists under control
  • Store tasks, track due dates and task comments
  • Assign tasks to other users
  • Relate tasks to clients, contacts and / or enquiries
  • Receive automated email reminders when tasks are due

DASHBOARD

Understand the bigger picture

  • Dashboards tell you how and where your business is going
  • Easy to understand graphics of your monthly leads and invoicing
  • Focus on important areas as told through the dashboard  
  • Set alerts through the dashboard to prioritise activities