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Getting Started

Set up your account, invite your team, and create your first project.

  • Quick start guide
  • Video walkthrough
  • Onboarding checklist

Projects and Scheduling

Manage projects, schedules, and daily field work from one place.

  • Creating a project
  • Gantt chart guide
  • Daily logs

Financials

Estimates, invoices, payments, and QuickBooks sync explained.

  • Creating estimates
  • Sending invoices
  • Collecting payments

Client Portal

Share progress with clients and collect approvals without the phone calls.

  • Inviting clients
  • Client portal walkthrough
  • Getting digital approvals

Integrations

Connect QuickBooks, Stripe, and other tools to your BuilderGrid account.

  • QuickBooks setup
  • Stripe setup
  • Embedding lead forms

Account and Billing

Manage your plan, team members, and billing from your account settings.

  • Changing your plan
  • Inviting team members
  • Cancelling your account

Popular articles

1How to create your first project
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2Sending an estimate for approval
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3Setting up the client portal
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4Connecting QuickBooks
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5How daily logs work
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6Clocking in with the time clock
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7Creating and sending invoices
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8Cancelling your account
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Live chat support is in development for Pro and Enterprise plans. Get notified when it launches.

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