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.
More about construction dashboardAI 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.
More about AI assistant for construction dataPermission-aware quick actions
Start the construction records you are allowed to create from one grouped page while keeping the currently selected project in context.
More about permission-aware quick actionsMy construction tasks
Give every employee a focused view of assigned and available work, including phase, due date, checklist status and progress.
More about my construction tasksHome 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.
More about home building project managementConstruction business reports
Review live revenue, receivables, backlog, pipeline, project ownership and receivable age without rebuilding the same construction report in spreadsheets.
More about construction business reports
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.
More about custom construction sales pipelineConstruction lead management
Capture every home-building inquiry with customer, site, expected volume, owner and next step, then move it through the shared sales pipeline.
More about construction lead managementConstruction estimating software
Build itemized home-building estimates with quantities, unit costs, markups, margin, optional items and cost types that can become the project budget.
More about construction estimating softwareConstruction proposal tracking
Keep open building proposals, customer value, time in stage, next step and binding deadline visible until the customer decides.
More about construction proposal trackingCustomer records for home builders
Maintain one structured customer record for contact details, address, status, portal access, notes, custom fields and the shared communication history.
More about customer records for home builders
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.
More about construction scheduling and Gantt planningConstruction task management
Coordinate company, project and personal construction tasks by phase in one dispatch list, with multiple assignees, subcontractors, checkpoints, progress and controlled acceptance.
More about construction task managementHome 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.
More about home buyer selections managementConstruction document management
Store plans, photos, contracts and reports in private company storage with project folders, automatic plan revisions, controlled downloads and optional photo inspection.
More about construction document managementProject 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.
More about project resource and cost planning
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.
More about construction daily reportsConstruction 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.
More about construction RFIs and approvalsConstruction 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.
More about construction punch list and defect managementConstruction service requests
Connect each customer service request with priority, due date, project, customer, description, owner, custom fields and the shared activity history.
More about construction service requestsConstruction quantity measurements
Capture measured work by cost group, item, quantity, unit, date and recorder as a structured basis for progress billing.
More about construction quantity measurementsPrintable construction progress report
Generate a print-ready progress report for owners and lenders from current project, schedule, invoice and daily-report data.
More about printable construction progress report
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.
More about construction workforce planningConstruction time tracking
Let employees clock in and out, select a project or add a manual time entry without making GPS a requirement.
More about construction time trackingConstruction equipment tracking
Track each tool, machine or equipment item by inventory number, serial number, status, location, project, assignee and next service date.
More about construction equipment trackingConstruction working calendar
Define the company working week, daily hours, timezone, holidays, shutdown periods and additional working days used by every project schedule.
More about construction working calendar
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.
More about construction subcontractor managementConstruction bid comparison and awards
Collect subcontractor bids by trade package, compare submitted amounts and exclusions, and document the selected award in one procurement workflow.
More about construction bid comparison and awardsConstruction purchasing and purchase orders
Manage project purchase orders for suppliers and subcontractors from draft through approval, dispatch, confirmation, delivery and completion.
More about construction purchasing and purchase orders
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.
More about construction budget controlConstruction change order management
Track additions and credits with origin, amount, schedule extension and a controlled review, customer approval and posting workflow.
More about construction change order managementConstruction invoicing software
Create progress, final and standard invoices or credits with tax, due date, payments, reminders, printable output, accounting export and XRechnung XML.
More about construction invoicing softwareConstruction income and expense records
Record income, expenses, employee costs and purchases with project, supplier, net amount, tax, status, note and a protected receipt.
More about construction income and expense recordsConstruction payment tracking and bank matching
Maintain a payment log linked to outgoing invoices and review imported bank transactions before confirming or ignoring each match.
More about construction payment tracking and bank matchingConstruction surety tracking
Track sureties received from subcontractors and issued by the company’s bank with type, project, guarantor, amount, validity and release status.
More about construction surety tracking
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.
More about construction team and project chatProject-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.
More about project-connected construction emailCustomer 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.
More about customer portal for home builders
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.
More about multilingual construction document templatesConstruction 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.
More about construction project templatesConstruction software user management
Invite, maintain and deactivate Home Builder Software users with roles, project access, position and contact details from one administration area.
More about construction software user managementConstruction 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.
More about construction roles and permissionsCompany settings and integrations
Configure company profile, security, portal, labels, pipeline stages, finance numbering, privacy and custom data, and read the storage and AI provider L&I IT-solutions set up for your company.
More about company settings and integrationsConstruction software setup wizard
Set up storage, company details, processes, existing data, AI, dashboard and final checks through a guided seven-step administrator workflow.
More about construction software setup wizardCustom 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.
More about custom construction fields, tables and importsUnified construction activity history
Keep notes, comments, meetings, minutes, photos, email and portal chat in a reusable timeline attached to the relevant business record.
More about unified construction activity historyContextual 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.
More about contextual help and support
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.