> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/readme.md). # Home
## Welcome to the BuilderTek User Guide Welcome to **BuilderTek:** your all-in-one construction management platform. BuilderTek is built to simplify the way construction businesses plan, estimate, build, manage, and deliver projects. Instead of switching between multiple software applications for estimating, budgeting, scheduling, accounting, purchasing, and project management, BuilderTek brings every stage of your construction workflow into one connected platform. This user guide has been created to help you understand BuilderTek's core modules, learn how they work together, and confidently manage your projects from the first customer inquiry through final project completion. Whether you're onboarding a new team member or exploring new features, this guide will serve as your step-by-step reference throughout your BuilderTek journey. *** ## Who Is BuilderTek For? BuilderTek is designed for construction professionals of all sizes and specialties, including: * Residential Home Builders * Remodeling & Renovation Contractors * General Contractors * Commercial Construction Companies * Custom Home Builders * Government & Affordable Housing Contractors * Specialty Trade Contractors * Project Managers * Estimators * Construction Accountants * Field Supervisors * Operations Teams * Sales & Preconstruction Teams ## Core Areas of BuilderTek BuilderTek provides a complete ecosystem of tools to manage every phase of a construction project.
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Project Creation

Create and manage construction projects from start to finish with centralized project information, team collaboration, and complete lifecycle management./files/DMomkJkrzohKm2XU2Hdz/pages/c3f60ddac4d4c1488e312c1338071a9342ab38eb

Walkthroughs

Document project scope with detailed walkthroughs, notes, measurements, and photos to build accurate estimates and project plans./files/Qm7rivATqf5tZgs5vYpw/pages/dAJHygaqARoRMiya1mGg

Project Budgets

Create detailed budgets with customizable budget lines, cost tracking, funding allocation, and complete financial visibility./files/h7042WcNTRLpqYLDKylc/pages/z38JsPmjuQsDSXf40bbn

Project Scheduling

Plan project timelines, manage milestones, assign dependencies, and track progress using BuilderTek's scheduling and Gantt chart tools./files/oaWocsDSGlGC50O9YtpG

RFQs & Vendor Bidding

Request quotes from multiple vendors, compare bids, negotiate pricing, and award work—all from a single dashboard./files/IAJvF24HZywBIB6NUpLU/pages/q9bcG9ag1agpWjwFlc7v

Quotes

Prepare professional customer proposals using approved vendor pricing, apply markups, and send Quotes for customer approval./files/tJdCC6OGtVMmpBzy267d

Purchase Orders

Create, issue, and manage Purchase Orders while keeping procurement connected to budgets, vendors, and project records./files/KoIjJxxYHVXwarUXtvRV

Work Orders

Assign work to subcontractors and vendors, track progress, and manage field execution from one connected workspace./files/bMyph5qRgpySO9d8kfPH

Vendor & Contractor Management

Maintain vendor profiles, contacts, communication history, contracts, and project assignments within a centralized system./files/xhYiG4KBBqjlnwV1zUD4

Inventory Management

Track inventory levels, monitor material usage, and manage construction resources to improve purchasing and cost control./files/iZLJfgWU7RtYoe7s0K6W

Funding Management

Manage grants and funding from multiple sources in one centralized module. Allocate funds across projects, budgets, and individual budget lines while tracking allocations, expenses, committed funds, and remaining balances in real time./files/tNK5A5wyy2AQchSYCq98/pages/y4RH7zcM3ifNRZUdUWMe

Contractor Invoices

Create, manage, and approve contractor invoices directly from Purchase Orders. Track project progress, manage partial and final billing, obtain vendor approvals, and maintain accurate financial records throughout the project lifecycle./files/Ckdhk1nWCsWlNLifxlzY/pages/AFuRrjWWB0n1ksCfSOd6
*** ## And That's Just the Beginning... BuilderTek includes **150+ configurable modules** designed to support every aspect of your construction business. Beyond the core workflows covered in this guide, BuilderTek also helps you manage: * Customer & Vendor Accounts * Contracts * Funding Management * Contractor & Payable Invoices * Cash Disbursements * Punch Lists * To-Do Lists * Service Requests * Checklists * Documents & File Management * Project Communication * Financial Reporting * Resource Planning * And much more. Whether you're managing a single remodeling project or coordinating hundreds of active construction jobs, BuilderTek can be configured to match your business processes and scale with your organization. To learn more about BuilderTek's complete capabilities, explore our website, browse additional resources, or schedule a personalized product demonstration with our team. We'll be happy to show you how BuilderTek can be tailored to your unique construction workflow. ## How To Use This Documentation * Start with the BuilderTek overview pages to understand the product and how it fits into Salesforce. * Use Getting Started for navigation and setup basics. * Use Walk Through and RFQ for preconstruction scope, vendor bidding, and award workflows. * Continue to Purchase Orders and Contractor Invoices for procurement and vendor billing. * Open the Funding section when you need the non-profit or grant-based workflows. * Expect the docs to be broken into smaller task pages instead of one long manual. ## Start Here * [What Is BuilderTek?](/overview/what-is-buildertek.md) * [Getting Started Overview](/overview.md) * [Log In](/overview/log-in.md) * [System Navigation](/overview/system-navigation.md) ## Preconstruction and Procurement * [Walk Through Module](/index.md) * [RFQ and Bidding](/index-1.md) * [Purchase Orders](/index-2.md) * [Contractor Invoices](/index-3.md) ## Funding Module * [Funding Module](/index-4.md) * [Create Funding Transactions](broken://pages/iTPpKcxRWb7hNmC7Gfgv) * [Create Project and Budget](broken://pages/z38JsPmjuQsDSXf40bbn) * [Allocate Funding to Budget Lines](broken://pages/95yd2458dAw2pT1PA8lE) * [Create Expense Records](/expenses-1.md) * [Create Purchase Orders](/purchase-orders.md) * [Create Contractor Invoices](/contractor-invoices.md) * [Create Payable Invoices](/payable-invoices.md) * [Funding Module Views](broken://pages/I7hdIDvquLsV2FFltR8i) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.buildertek.com/readme.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.