> 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

![BuilderTek](/files/iH1LwA4L5MOn8Nhg2N6u)

BuilderTek is a Salesforce-native construction management platform designed to help teams run construction operations in one system. Based on the BuilderTek website, the product spans project management, customer and vendor relationships, financial workflows, field coordination, and reporting rather than serving as a single-purpose module.

This documentation site is organized as a BuilderTek product guide. The Funding module is part of that platform, but it is not the full product.

## What BuilderTek Covers

* Construction project management
* CRM workflows for leads, accounts, contacts, and opportunities
* Financial operations such as budgets, purchase orders, expenses, and invoices
* Scheduling, inspections, checklists, documents, and warranty tracking
* Reporting and cross-project visibility inside Salesforce

## BuilderTek Product Areas

### BuilderTek Construction

BuilderTek’s construction workflows cover project execution from bidding through closeout. The public site highlights areas such as bidding, schedules, daily check-ins, time card tracking, warranty, and documentation/photo management.

### BuilderTek CRM

BuilderTek also extends Salesforce CRM workflows for construction businesses. The site emphasizes lead management, quotes, opportunity management, account management, and contact management.

### BuilderTek Financials

BuilderTek includes financial workflows for tracking cost and procurement activity. The site highlights budgets, purchase orders, change orders, expenses, inventory management, and cost catalog workflows.

### BuilderTek Realty

BuilderTek also presents a Realty area with contact management, listings, inspections, offerings, and closings for teams that use the platform in real-estate-related operations.

## 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?](/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-1.md)
* [RFQ and Bidding](/index-2.md)
* [Purchase Orders](/index-3.md)
* [Contractor Invoices](/index-4.md)

## Funding Module

* [Funding Module Overview](/index.md)
* [Create Funding Transactions](/index/funding-transactions.md)
* [Create Project and Budget](/index/projects-and-budgets.md)
* [Allocate Funding to Budget Lines](/index/allocate-funding.md)
* [Create Expense Records](/index/expenses.md)
* [Create Purchase Orders](/index/purchase-orders.md)
* [Create Contractor Invoices](/index/contractor-invoices.md)
* [Create Payable Invoices](/index/payable-invoices.md)
* [Funding Module Views](/index/funding-views.md)


---

# 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=<question>&goal=<endgoal>
```

`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.