> 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/index/create-walk-through.md).
# Walk Through Creation
The Walkthrough process is typically the starting point of the preconstruction phase. It allows teams to document project requirements, build estimates, request vendor pricing, and prepare customer proposals before construction begins.
BuilderTek supports multiple ways to create a Walkthrough, depending on how your business operates.
* [Create a BT project ](/projects/project-creation.md)first and then begin the Walkthrough process.
* Create a Walkthrough from an Opportunity to gather pricing, obtain customer approvals, and understand projected profit margins before creating a project.
* And create a walkthrough directly from [App Launcher](https://docs.buildertek.com/index/pages/20TuW4nrltEuao8Mouee#id-1.-app-launcher-nine-dot-menu).
All workflows are fully supported within BuilderTek.
For remodeling and renovation projects, Walkthrough is designed to collect site information, request vendor pricing, evaluate costs, build customer proposals, and confirm profitability before committing to project execution.
### Scenario 1: Create a Walkthrough from BT Project
1. In the newly created BT Project, navigate to the Quick Links section on the right side of the Project Dashboard.
Click "BT Walkthrough" - "New" to begin creating the walkthrough.
### Scenario 2: Create A Walk Through From an Opportunity
In many projects, especially remodeling and renovation work, the sales process begins with an Opportunity rather than an existing project.
As soon as a new opportunity is received—whether through your website, a referral, email inquiry, or sales team—you can begin the preconstruction process without first creating a BuilderTek Project.
Simply create the Opportunity, capture the available customer and project information, and start building the Walkthrough. This allows your team to estimate costs, request vendor bids, prepare customer quotes, and finalize pricing before deciding whether to move forward with the project.
\
**Step 1: Create a New Opportunity**
Navigate to the nine-dot menu (App Launcher) and search for "Opportunities."
Open the Opportunities module.
Click the "New" button to create a new Opportunity.
A new window will open.
***
### Step 2: Enter Opportunity Details
Complete the available Opportunity information, including:
* Opportunity Name
* Customer Information
* Project Address
* Construction Type
* Expected Close Date
* Lead Source
* Project Manager
* Other applicable project details
Once all required information has been entered, click "Save."
Your new Opportunity is now ready.
***
### Step 3: Create a Walkthrough from the Opportunity
Open the newly created Opportunity.
On the right side of the Opportunity screen, locate the Quick Links panel.
BuilderTek provides direct access to several related modules from this screen, including:
* BT Walkthroughs
* RFQs
* BT Projects
* Files
* Other related records
Locate "BT Walkthroughs" and click the dropdown arrow next to it.
Select "New."
BuilderTek will open the Walkthrough creation window, allowing you to begin documenting the project scope directly from the Opportunity.
The Walkthrough created through this method remains linked to the Opportunity, ensuring that all future RFQs, Quotes, Purchase Orders, and eventually the BuilderTek Project remain connected throughout the entire preconstruction and construction workflow.
### Scenario 3: Create a Walkthrough Without Creating a Project
BuilderTek also allows you to create a Walkthrough directly from the dashboard without first creating a project.
This workflow is ideal when:
* A customer inquiry is received through your website
* A lead comes in through email or a contact form
* Pricing needs to be collected before creating a project
* Project feasibility is still being evaluated
* Customer approval is required before project setup
From your BuilderTek dashboard, click on the **nine-dot menu (**[**App Launcher**](https://docs.buildertek.com/index/pages/20TuW4nrltEuao8Mouee#id-1.-app-launcher-nine-dot-menu)**).**
1. Search for `Walk Through`.
2. Select `BT Walk Through's`, then click `New`.
## Complete the Three Stages
### 1. Details
Enter a description, Walk Through date, project if available, and Walkthrough Specialist. Click `Next`.
### 2. Add Lines
Choose one or both methods:
* `Add Manually`: Enter the section, description, quantity, unit price, and notes.
* `Import Primary Walk Through`: select a reusable master and import its lines.
### 3. Review & Save
Confirm the header information, imported and manual lines, quantities, and estimated total. Click `Save`.
## Result
BuilderTek creates the Walk Through and opens its workspace. You can continue editing lines, attach files, send it for review, or create downstream records.
---
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