Builder Portal Tour
What your builder portal looks like
A preview of some of the screens inside the builder portal — order tracking, delivery visibility, vendor performance, and more.
Builder Dashboard
Your home base. See active projects, pending approvals, upcoming deliveries, and recent activity the moment you log in — no digging required.
- Active project overview at a glance
- Pending approvals surfaced up front
- Delivery calendar with upcoming dates
- Recent procurement activity feed
Projects
Every build, organized in one place. Track budgets, project status, and all purchase orders tied to each job site.
- Per-project budget vs. actuals
- Spend by category & PO status pipeline
- All POs grouped by project
- Documents and receipts attached per job
Purchase Orders
A clear list of every purchase order with live status — Draft, Pending Approval, On Order, Delivered, Closed — plus filtering and search across all your projects.
- Real-time PO status tracking
- Filter by project, vendor, or category
- Non-PO receipts tracked alongside POs
- Full PO history by project
PO Detail
Open any purchase order to see line items, the status tracker, delivery records, attachments, and comments — everything about that order in one view.
- Line-item quantities, pricing & totals
- Visual status progress tracker
- Record deliveries as they arrive
- Attachments & activity log
Reports & Analytics
Financial visibility across every project. Spend breakdowns by category and vendor keep you informed on where the money is going.
- Spend by category & project
- PO status pipeline chart
- Top vendor spend rankings
- QuickBooks-ready CSV export
Billing Report
Generate a billable cost report for any date range and project. Set your markup percentage and export a clean line-item breakdown ready for client invoicing.
- Filter by date range and project
- Configurable markup percentage
- Combines POs and non-PO receipts
- Export to CSV for invoicing
