Welcome to Knowledge Base!

KB at your finger tips

This is one stop global knowledge base where you can learn about all the products, solutions and support features.

Categories
All

Products-Builder Prime

Effortlessly Streamline Your Home Improvement Business with Builder Prime and QuickBooks Integration

Seamless Data Export

Builder Prime offers a seamless integration with QuickBooks, allowing you to automatically export essential data such as customers, contracts, invoices, and payments. This eliminates the need for double entry, saving you time and reducing errors in your financial records.

Simplified Workflow

By connecting Builder Prime with your QuickBooks Online or QuickBooks Desktop accounts, you can streamline your workflow and focus on growing your business. The integration simplifies the process of exporting customers, estimates, invoices, and payments from Builder Prime to QuickBooks, making financial management more efficient.

Efficient Setup

Setting up the QuickBooks Online integration with Builder Prime is straightforward and user-friendly. Whether you are just starting or looking to enhance your existing processes, importing your customer list into Builder Prime is easy, allowing you to quickly get up and running.

Boosted Business Growth

Builder Prime and QuickBooks work hand in hand to help contractors and home improvement businesses boost their growth. By automating data export and eliminating manual entry tasks, these tools free up time for business owners to focus on strategic decisions and business development.


Stay Ahead in Today’s Competitive Market!
Unlock your company’s full potential with a Virtual Delivery Center (VDC). Gain specialized expertise, drive seamless operations, and scale effortlessly for long-term success.

Book A Meeting To Setup A VDCovertime

Builder Prime: Revolutionizing Home Improvement CRM with Automated Workflows and Reporting Capabilities

Seal your 'leaky' sales pipeline with Builder Prime

Builder Prime offers a comprehensive CRM solution that helps companies effectively manage their leads, jobs, and appointments. With over 2 million leads managed, 500k jobs completed, and 1.2 million appointments set, Builder Prime has proven to be a game-changer for businesses in the home improvement industry. By automating lead management and follow-ups, Builder Prime enables business owners to focus on business growth rather than manual tasks.

Read article

Transform Your Payment Processes with Builder Prime Payments

Streamlined Back Office Efficiency

Builder Prime Payments offers a seamless integration with QuickBooks, allowing you to effortlessly manage batch transactions with precise matching of deposits and payments. By treating processing fees as separate expenses, the reconciliation process becomes hassle-free, saving you time and minimizing errors.

Read article

Maximizing Contractor Efficiency: Builder Prime vs. Improveit 360

CRM Solutions

Builder Prime and Improveit 360 both offer CRM solutions for contractors, but Builder Prime focuses on automation to streamline processes. Unlike the manual lead tracking in Improveit 360, Builder Prime automatically advances and categorizes leads into specific categories, provides follow-up tools like email and SMS automation, and detailed reporting on KPIs. Additionally, Builder Prime seamlessly integrates with top contractor apps for a comprehensive CRM experience.

Read article

Maximizing Sales with Builder Prime's Automated SMS Follow-Up Solution

Effortless Communication with Automation

Builder Prime offers a cutting-edge solution for businesses looking to optimize their sales processes through automated SMS follow-ups. With over 5 million automations executed, 5 million emails sent, and 3 million SMS messages sent, Builder Prime's platform ensures seamless communication with your leads and customers. The system is designed to help you beat out competitors and land more jobs by reaching out with a method that boasts a 98% open rate.

Read article

Builder Prime vs. Estimate Rocket: Comparing CRM, Estimating, and Production Management Solutions

CRM Features

When comparing Builder Prime and Estimate Rocket, CRM features are an essential aspect to consider. Estimate Rocket offers some CRM functionalities such as email automation, client tracking, scheduling, and reporting. However, Builder Prime surpasses Estimate Rocket with its comprehensive set of contractor-focused CRM features. Builder Prime provides fail-safe lead tracking, worry-proof follow-up tools with email and SMS automation, precision reporting on key performance indicators (KPIs) for leads, customers, sales, and production, and seamless integration with top contractor apps like Angi Ads, Angi Leads, CompanyCam, Google Calendar, and Apex Chat. With Builder Prime, contractors have a complete CRM software solution that leaves them wanting for nothing.

Read article