CRM
Lead creation and editing, assignment, follow-up dates, pipeline state, archive, conversion and linked customer/estimate context.
Contractor operations software
The operational layers of BuildCurrent.
BuildCurrent keeps sales, field execution, workforce, accounting, billing and customer activity connected to the same company records. Core business workflows are live; selected integrations such as QuickBooks connectivity remain in controlled rollout.
Customers
Customer records with connected lead → estimate → job → invoice → payment → portal history.
Estimates
Draft editing, line items, discounts, deposits, tax, secure customer shares, delivery, acceptance and conversion into jobs.
Projects & Jobs
Tasks, assignments, dependencies, discussions, activity, checklists, logs, materials, files, issues, change orders, financials and planning views.
Calendar & Dispatch
Crew and resource scheduling, booking requests, jobs, meetings, conflicts and synchronized job calendar blocks.
Workforce
Team list, roles, crews, punch clock, manual time entry, timesheets, attendance, time off, meetings, onboarding and audit support.
Accounting
Expenses, recurring expenses, budgets and credit notes with authoritative server-side monthly expense aggregation.
Billing & Payments
Draft invoices, issue/send flow, Stripe-enabled customer payments, receipts, refunds, reconciliation and void/archive controls.
Maintenance
Recurring maintenance plans, schedules, generated visits, completion workflow and draft invoice generation.
Customer Portal
Customer-facing account access that surfaces relevant work, documents and payments without exposing the staff interface.
Media Library
Private tenant-scoped media, reusable links, job-photo upload, customer linkage and non-destructive archive behavior.
Notifications & Notices
Global notifications, unread state, deletion, company notices, comments, likes and permission-aware posting.
Communications & Support
Dedicated communication and support workspaces plus the BuildCurrent Assistant anchored to the active workspace.
QuickBooks connectivity
Server-side OAuth, token refresh and synchronization foundations are implemented. This integration remains in controlled rollout.
Controlled rolloutUsers, Permissions & Company Settings
Membership, role and permission control, company settings and multi-company context.
Security & Governance
Tenant isolation, role-based navigation, row-level database controls, audit, compliance and security workspaces remain part of the platform architecture.
Built around connected records.
The value is not the number of screens. It is that the screens use the same customer, work and financial history instead of forcing duplicate entry.
Plans
Start small and keep the same system as you grow.
Starter is permanently free at limited capacity. Foundation and Operations add room for growing teams. Command is available by consultation for larger or more complex contractor operations.