Three steps. Zero learning curve.
You can be set up and sending your first signed proposal in under 30 minutes — even if you've never touched a CRM before.
Sign up + invite your team
Pick a plan (or start with 14 days free). Invite your sales reps and PMs by email — each gets a role-scoped view. Admins see everything, sales reps see their leads, crews see their jobs. The trial includes unlimited users so you can bring everyone along.
- Free 14-day trial, no credit card
- Role-based access out of the box
- Bulk invite by email
- 6 starter templates seeded automatically
Import or add your jobs
Bring in active customers and projects via CSV, or add new leads as they come in through your phone. Apply a project template (Roof, Kitchen, Bath…) and the phases + tasks build themselves with sequential dates.
- CSV import for bulk customer data
- 6 starter templates with phases + tasks
- Templates support multiple job types
- Target start date drives the schedule
Send proposals. Get paid.
Build a line-item proposal with reusable line-item templates. Send a link — customer signs on their phone with a finger. Convert to invoice when the work is done. Track payments till the balance is zero.
- Phone signatures legally binding (ESIGN/UETA)
- Branded PDF on every doc
- Manual invoices or convert from proposal
- Check, ACH, cash, card — your call
From first call to final payment
Six events. Each one moves your lead forward — automatically.
Behind the scenes:The lead's funnel status updates itself at every step. Schedule an appointment → status becomes Appointment Set. Send a proposal → status becomes Proposal Sent. Customer signs → status becomes Won. Your sales reps never have to manually update a pipeline.
Why most contractors lose money on jobs
It's never the work. It's always the admin.
The old way
- Lead info on sticky notes, in your truck console, in your phone
- Proposals built in Word, signed in pen, scanned back
- Project schedule lives in your head — until something slips
- You don't know what each job actually cost until tax time
- Customer texts "are we still on for Friday?" — you check three places
- Sales rep quits, takes their pipeline with them
The BuildEasyPro way
- Every lead in one pipeline with address, source, assigned rep
- Branded proposals signed on a phone, legally binding
- Gantt chart auto-shifts when the permit slips — everyone knows
- Real-time P&L per project: contract, paid, expenses, margin
- One app shows the day's appointments + the map to get there
- Pipeline lives in the org, not in someone's head
Ready to try it on your jobs?
14 days to put your real work through the app. We'll help you import your active jobs.
Stop running your business
from a notebook.
14 days to try every feature. Bring your whole crew along — invites are free during the trial.
No credit card required · Cancel anytime · Your data is yours