Builder OS
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Features

Built around the way a renovation job actually runs.

Quote, agree changes, schedule the work, get paid. Each module works on its own, and they're better together.

Quoting

A quote builder that thinks like a spreadsheet.

Sections, quantities, units and rates in a grid you can fly through with the keyboard. Set markup per line or per section, add notes clients can see, and watch your margin update as you type.

Formulas and per-line markup
Notes and attachments on any line
Duplicate past quotes in one click
Provisional and prime cost sums
Service library

Your price list, finally in one place.

Save every service you price — with units, rates and descriptions — and group them into bundles like a standard bathroom refit. Start typing in a quote and the right item appears.

Services and multi-item bundles
Import your rates from CSV
Adjust the rate per job
See which services win the most work
Client links & portal

Quotes your clients can read on the sofa.

Every quote is a private link that looks great on a phone. Clients can expand each section, ask about a line and accept with an e-signature. Once you win the job, the same link becomes their project portal with progress photos.

Branded link and PDF export
Know when it's opened
Comments on individual lines
Progress photos and documents
Variations

Every change, priced and agreed in writing.

Add a variation from the office or the van. Your client gets a notification, sees the price and photos, and approves with one tap. Approved variations flow straight into the payment plan.

Create on mobile with photos
Client approves in their portal
Full audit trail with timestamps
Feeds the next stage invoice
V-03 · 14 Elm RoadAwaiting you
Move island socket 600mm left
To line up with the new hob position you chose on Friday. Re-route under the slab before the screed goes down.
site photo
marked-up plan
Change to contract+£102.00
ApproveDiscuss
Added to stage 3 invoice when approved
Payment plans & invoicing

Stage payments that invoice themselves.

Set the payment plan on the quote — deposit, stages, retention — and Builder OS raises each invoice when the stage is ticked off. Clients pay by card or bank transfer, and polite reminders go out for you.

Deposit, stage and retention plans
VAT and reverse-charge ready
Card and open-banking payments
Automatic payment reminders
Project management

Every job on one board.

Turn an accepted quote into a project with tasks already laid out by section. Assign work, set dates, attach drawings and keep a site diary — the office and the site finally see the same thing.

Board and timeline views
Tasks created from the quote
Site diary and photo log
Files and drawings per job
Team & employee app

Your team knows where to be and what to do.

Each employee gets their own app with today's site, their tasks and anything that changed overnight. They check in, tick things off and upload photos — you see it all in the office.

Daily site and task list
Check-in and timesheets
Photo uploads to the project
Certificates and holiday tracking
Employees tab
Contact details, day rates, trades, CSCS cards and certificates with expiry reminders.
Who's where this week
A simple schedule across all jobs so you can see gaps and double-bookings at a glance.
Timesheets
Check-ins become timesheets, ready to export for payroll at the end of the week.
CRM & reporting

Know which jobs make you money.

Track every enquiry from first call to signed contract, with reminders so nothing goes cold. Then see win rate, cash position and margin by job on a dashboard that updates itself.

Pipeline by stage and source
Follow-up reminders and email automations
Win rate and margin by job type
Cash flow forecast from payment plans

See it with your own jobs.

Send us an old quote and we'll rebuild it in Builder OS on a 20-minute call.

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