Feature deep dive
Jobs, Customers, and Approved Work
Keep your clients organized, track every job from first contact to final payment, and see all your approved work in one place. BuiltWright gives you a clear picture of where every job stands without digging through paperwork or spreadsheets.
Customer management
Every client, every detail, one place
BuiltWright gives you a full CRM built for contractors. Store contact information, property details like year built and address, and add notes for anything you need to remember. Each customer profile shows their complete document history and a financial summary across all jobs so you can see at a glance how much work you have done for them and where things stand.
- Contact info, property details, year built, and notes
- Full document history per customer across all jobs
- Financial summary showing totals, payments, and balances
- Archive inactive customers to keep your list clean
- Residential and commercial client support
Job management
From first walkthrough to final check
Every job follows a clear lifecycle: draft, in progress, and completed. Each job shows a cost summary with labor versus materials broken out, a financial dashboard, and all related documents filtered in one view. Once a job is approved, it locks to prevent accidental edits so the agreed-upon scope stays exactly as it was.
- Multi-status workflow: draft, in progress, completed
- Cost summaries with labor versus materials breakdown
- Job-level financial dashboard
- Document filtering per job
- Lock jobs after approval to prevent accidental changes
Approved work dashboard
One screen. Everything you agreed to do.
The approved work dashboard is your central execution hub. It combines the original approved estimate with every approved change order into a single view. See all your tasks and materials in one place, mark them as started or completed with progress percentages, and track material fulfillment through linked purchases. Filter by status to focus on what still needs to get done.
- Combines baseline estimate and all change orders in one view
- Mark tasks as not started, in progress, or completed
- Progress percentages per task
- Material fulfillment tracking through linked purchases
- Filter by status to see what is left
- Drill into individual lines for full pricing and measurement details
Purchases and cost tracking
What you actually paid, tied to the job
Record every material purchase with the vendor, receipt number, quantities, and the actual cost you paid. Link purchases directly to specific jobs and approved material lines so you can track fulfillment and see exactly what has been bought versus what is still needed. When it is time to invoice, BuiltWright uses these real purchase costs instead of estimates for accurate job costing.
- Vendor, receipt number, quantities, and actual cost per purchase
- Link to specific jobs and approved material lines
- Track fulfillment: what has been purchased versus what is still needed
- Invoices pull actual costs for accurate job costing
- Full purchase history per job
