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Francois Jullien

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Ashley Lau

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A bid request is when a General Contractor (GC) needs to collect pricing from subcontractors (sub-trades) or suppliers before finalizing their own estimate to send to their client.

How Bid Requests Work in Billdr PRO

Learn—step by step—how to create a new project in Billdr Pro, either by sharing an auto-generating “Magic Link” with prospects or by entering project and client details yourself from the My Projects page.

How to create a project ?

Learn how to build, customize, and send a professional quote in Billdr Pro—from choosing a template and pulling tasks from the cost catalog to applying mark-ups, attaching files, and emailing the finished quote to your client.

How to create a quote?

This article explains how to use Billdr Pro’s budget table to track costs and profits on a project. It walks you through assigning cost codes, organizing expenses, handling change orders, and linking invoices to the correct categories / divisions.

How to Track Your Project Budget: Forecast vs Actuals

Learn how to create and send invoices in Billdr Pro, attach expenses or contract items, enable online payments through Stripe, and track your payments. This guide covers all invoice creation methods, client experience, and how to receive payments.

How to submit invoices and receive payments

How to use Billdr PRO on Android and iOS?

Learn how field staff or admins can create, view, and filter daily logs in Billdr Pro. This article covers mobile entry from the employee / subcontractor portal, attaching photos or videos, automatic admin alerts.

How to create a daily log

Understand how to store, organize, and share project files in Billdr Pro. We explain how to find the Files tab, how default folders (Expenses, Invoices, Quotes) are auto-populated, and how to use the Shared with client folder or live-link sharing.

How to Share files in Billdr Pro

This guide shows you exactly how to send a revised quote in Billdr Pro: spot the client’s feedback, edit or duplicate the original quote, adjust tasks and prices, and resend it.

How to send a revised quote

This guide explains how to create and send a change order in Billdr Pro: go to the Contract tab, click New Change Order, add line items (adds or credits), attach files, decide whether to auto-issue an invoice, and send the document.

How to create and send a change order

This guide walks you through how to configure your basic settings so your account is ready to use.

Basic settings

This guide helps you understand what your client experiences with Billdr PRO.

Client dashboard 

This guide explains how Material Selections work in Billdr, from the client experience to the contractor setup.

Material Selections

This guide shows you how to create and share project reports with your clients in Billdr.

How to create reports for my clients?

Daily Logs help you document what happens on your job site each day and keep a clear record for you and your client.

How to create a daily log?

This guide explains how to create and manage a project schedule so your clients clearly understand timelines and progress.

How to create a schedule?

This guide explains how to record expenses on a project and track your profitability in Billdr.

How to add expenses and track profit?

This guide explains how to connect your Billdr account with QuickBooks Online (QBO) to keep your accounting in sync.

How to Connect Billdr with QuickBooks Online

This guide explains how to create, manage, and track Purchase Orders (POs).

Purchase Orders

This guide explains how to invite team members to your Billdr account and control what they can access.

How to add a team member

This guide explains how employees clock in/out on mobile and how administrators review, correct, approve, and export timesheet data.

How to track employees' labor time?

This guide explains how to create and assign tasks in a project, and how employees/subcontractors receive and update them.

How to assign tasks to your employees?

How to add tax number

How to transfer your clients and projects into Billdr PRO?

Data transfer

How to transfer your data from Buildertrend to Billdr PRO?

How to transfer your clients and cost catalog from QuickBooks to Billdr PRO?

How to transfer your clients and cost catalog from Excel and Word to Billdr PRO?

How can we help you?

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