Documentation that follows the way builders work
Find the purpose, setup, daily workflow and related modules for every part of Home Builder Software. The guide uses the same vocabulary as the product.
If you are still evaluating the system rather than operating it, start with the feature pages instead; they describe the same modules from the business side.
Documentation for the project overview modules
How to read a project file, choose your own start page and produce the standard reports.
Construction dashboard
Configure a practical home builder dashboard for active projects, contract volume, overdue invoices, open defects, pipeline value, service requests and current workforce figures.
AI assistant for construction data
Ask Home Builder Software about permitted company and project data, see the sources used, and review proposed write actions before anything changes.
Permission-aware quick actions
Start the construction records you are allowed to create from one grouped page while keeping the currently selected project in context.
My construction tasks
Give every employee a focused view of assigned and available work, including phase, due date, checklist status and progress.
Home building project management
Manage every home-building project with contract value, billing, schedule status, progress, customer record, cost groups and current decisions in one project file.
Construction business reports
Review live revenue, receivables, backlog, pipeline, project ownership and receivable age without rebuilding the same construction report in spreadsheets.
Documentation for sales and preconstruction
Setting up lead sources, estimate structures and proposal templates before the first customer sees them.
Custom construction sales pipeline
Track leads through estimating, proposal and contract stages in a configurable table or Kanban pipeline built for the home-building lifecycle.
Construction lead management
Capture every home-building inquiry with customer, site, expected volume, owner and next step, then move it through the shared sales pipeline.
Construction estimating software
Build itemized home-building estimates with quantities, unit costs, markups, margin, optional items and cost types that can become the project budget.
Construction proposal tracking
Keep open building proposals, customer value, time in stage, next step and binding deadline visible until the customer decides.
Customer records for home builders
Maintain one structured customer record for contact details, address, status, portal access, notes, custom fields and the shared communication history.
Documentation for planning and project control
Building a schedule, attaching documents and giving every task an owner and a due date.
Construction scheduling and Gantt planning
Plan home-building phases, activities and milestones in a calendar and Gantt view with working days, dependencies, baselines and critical-path information.
Construction task management
Coordinate company, project and personal construction tasks by phase in one dispatch list, with multiple assignees, subcontractors, checkpoints, progress and controlled acceptance.
Home buyer selections management
Manage allowances, priced product options with supplier and lead time, customer decisions and their contract or schedule impact in a dedicated selections workflow.
Construction document management
Store plans, photos, contracts and reports in private company storage with project folders, automatic plan revisions, controlled downloads and optional photo inspection.
Project resource and cost planning
Plan labor, subcontractors, equipment, tools and material by quantity, unit, unit rate and deployment period in the project file before those resources are committed.
Documentation for field operations
Recording a working day, a defect or a measurement so that it survives a question asked a year later.
Construction daily reports
Record one daily report per project and day with weather, crew size, hours, completed work, photos and status for a consistent day-by-day record of the jobsite.
Construction RFIs and approvals
Track questions to architects, owners and authorities with due date, current responder, cost or schedule impact and a controlled answer-to-close workflow.
Construction punch list and defect management
Manage defects across projects from capture and trade assignment through correction and verified acceptance in a list or Kanban board.
Construction service requests
Connect each customer service request with priority, due date, project, customer, description, owner, custom fields and the shared activity history.
Construction quantity measurements
Capture measured work by cost group, item, quantity, unit, date and recorder as a structured basis for progress billing.
Printable construction progress report
Generate a print-ready progress report for owners and lenders from current project, schedule, invoice and daily-report data.
Documentation for workforce, time and equipment
Employee records, working calendars, time entries and the equipment assigned to a site.
Construction workforce planning
Coordinate employees, teams, shifts, qualifications, absences and deployment in one workforce module with transparent automatic assignment rules.
Construction time tracking
Let employees clock in and out, select a project or add a manual time entry without making GPS a requirement.
Construction equipment tracking
Track each tool, machine or equipment item by inventory number, serial number, status, location, project, assignee and next service date.
Construction working calendar
Define the company working week, daily hours, timezone, holidays, shutdown periods and additional working days used by every project schedule.
Documentation for procurement and subcontractors
Adding a subcontractor, awarding a package and turning that award into a purchase order.
Construction subcontractor management
Maintain searchable subcontractor records with trade, contacts, status, insurance, tax exemption, lien-waiver status, rate, qualifications and portal access.
Construction bid comparison and awards
Collect subcontractor bids by trade package, compare submitted amounts and exclusions, and document the selected award in one procurement workflow.
Construction purchase order software
Track construction purchase orders, supplier line items, partial deliveries and committed job costs.
Documentation for finance and billing
Cost groups, change orders, invoice runs, incoming payments and retention amounts.
Construction budget control
Compare planned, committed, invoiced and forecast cost by project and DIN 276 cost group to identify overruns before reviewing the underlying records.
Change order software for builders and remodelers
Track residential construction and remodeling additions or credits with origin, amount, schedule extension, customer approval and controlled posting.
Construction invoicing software
Create progress, final and standard invoices or credits with tax, due date, payments, reminders, printable output, accounting export and XRechnung XML.
Construction income and expense records
Record income, expenses, employee costs and purchases with project, supplier, net amount, tax, status, note and a protected receipt.
Construction payment tracking and bank matching
Maintain a payment log linked to outgoing invoices and review imported bank transactions before confirming or ignoring each match.
Construction surety tracking
Track sureties received from subcontractors and issued by the company’s bank with type, project, guarantor, amount, validity and release status.
Documentation for communication and the customer portal
Chat, project email and what a customer actually sees after opening the portal.
Construction team and project chat
Keep team channels, direct messages, project conversations and customer chats in one tenant-aware system linked to the relevant history.
Project-connected construction email
Connect a company mailbox through SMTP and IMAP and assign incoming or outgoing messages to projects, leads, customers, subcontractors, service requests or equipment.
Customer portal for home builders
Give home buyers controlled access to progress, schedule, site news, documents, invoices, selections and the shared project conversation without exposing internal costs.
Documentation for administration and settings
Users, roles, company settings, templates and custom fields, with the checks that apply to each.
Multilingual construction document templates
Manage every company document and email template for invoices, proposals, contracts, correspondence and reports in English, German and French, with system originals kept intact.
Construction project templates
Standardize phases, activities, milestones, duration, order, process types, checklists and photo evidence in one blueprint, while keeping every new project adjustable in the wizard.
Construction software user management
Invite, maintain and deactivate Home Builder Software users with roles, project access, position and contact details from one administration area.
Construction roles and permissions
Build company roles from separate view, write and management permissions and apply the same access rules to navigation, screens, actions and server requests.
Construction software settings, API and webhooks
Configure company-wide behavior and manage scoped API keys, signed webhooks and MCP access while keeping storage and AI provider setup under L&I IT-solutions administration.
Construction software setup wizard
Set up storage, company details, processes, existing data, AI, dashboard and final checks through a guided seven-step administrator workflow.
Custom construction fields, tables and imports
Extend standard records without code, create typed company tables and import CSV or XLSX contacts with preview and field mapping.
Unified construction activity history
Keep notes, comments, meetings, minutes, photos, email and portal chat in a reusable timeline attached to the relevant business record.
Contextual help and support
Reach support from every internal screen or open the assistant with a ready-made request to explain the current page, fields, actions and next steps.
A step in the guide does not match your process?
Send us the sequence your company follows today and we will show how it maps onto the configuration options.