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Getting started
BuilderSync works in your web browser on a computer, tablet or phone. There is nothing to install. Today each company has one owner login; anything marked Coming soon is in the demo only.
Start your 3-month free trial
- Go to buildersync.ca/signup.html, type your company, name and work email, and pick a plan.
- Check your email. Your access code comes from [email protected], and a $0 invoice from [email protected].
- Open buildersync.ca/app, tap New builder? Set up your account, and enter the code with the same email and a password of at least 10 characters.
Put BuilderSync on your phone’s home screen
- Open buildersync.ca/app in Safari (iPhone) or Chrome (Android).
- iPhone: tap the Share button, then Add to Home Screen. Android: tap ⋮, then Add to Home screen.
- Now it opens like an app.
Find your way around
- Big buttons on the first screen take you to the things you do most.
- The menu (☰ on phones, left side on computers) lists every page, grouped by job.
- The blue guide bar at the top of each page says what the page is for.
- Sam, the round picture at the bottom right, answers questions in plain words.
Keep BuilderSync after your trial
- Open the private link in your welcome email, or in the reminder we send about 7 days before your trial ends.
- Choose your plan and read the Subscription Agreement.
- Type your full name and title, tick the two boxes and tap Sign the agreement. A signed copy arrives by email.
Forgot your password
- Email [email protected] from the email address you sign in with.
- We reply with a link to choose a new password, usually within 2 business days.
Running your homes
Set up your company (do this first)
- Go to Settings › Company profile. Type your company name, address and contact details.
- Tap Upload logo.
- Go to Settings › Stages & durations and check the build stages and how many days each takes.
Add a new home
- Tap Homes & stages on the first screen.
- Tap Add a home. Type the address, pick the model and the start date.
- Tap Save. BuilderSync creates every stage with dates for you.
Mark a stage complete
- Open the home.
- Tap Mark … complete for the current stage (for example Mark “Framing” complete).
- The home’s progress updates straight away.
A stage is delayed
- Open the home and tap Flag as blocked, or tap Delay current stage 3 days or Delay 1 week.
- Changed your mind? Tap Remove delays.
- Tell your homeowner and trades yourself for now. Automatic delay emails are coming soon.
Add a customer and move them through sales
- Tap Add a customer on the first screen (Sales pipeline).
- Type their name, phone and email. They start as a Potential lead.
- When a step is done, tap the → arrow to move them on.
- At the end, tap Start construction.
Record a payment from a homeowner
- Tap Payments on the first screen.
- Find the payment and tap Mark received when the money is in your bank. BuilderSync never moves money.
Make a change order
- Go to Money › Change orders and tap New change order.
- Describe the work and the price, and save it.
- Save it as a PDF, upload it to the property’s 05 Change orders folder, and tap Send for signature. Start the work only after it’s signed.
Property files and e-sign
Every property gets the same folders, in build order: permits, drawings (with a folder for each drawing type), contracts, selections, change orders, invoices, site photos (a folder for each build stage), inspections, and warranty & closing.
Upload a drawing or document
- Go to Files › Documents.
- Pick the property at the top, then tap a folder on the left, for example 02 Drawings › Structural.
- Tap Upload files, or drag files onto the folder. Up to 50 MB each.
Get a document signed
- Open the folder with the PDF and tap Send for signature next to it.
- Type the signer’s name and email, add a short message if you like, and tap Send for signature.
- The signer gets an email, reads the PDF and signs on their phone. You get an email when it’s signed.
- The signed PDF, with a certificate page, is saved in the same folder. See every request in Customers › E-sign, where you can also remind or cancel.
Selections and photos
Record each customer’s finishes from your own product list.
Build your materials library
- Go to Customers › Materials library.
- Tap Add product for each finish you offer, with the supplier photo.
Record a customer’s choices
- Go to Customers › 3D selections and pick the home.
- Choose a product for each finish from your library.
- Want a real-looking photo? Tap Make a real photo with AI. BuilderSync writes the instructions; paste them into ChatGPT, Gemini or Copilot.
Deficiencies and daily logs
Record a problem on site
- Go to Field › Deficiencies.
- Add a photo, the home, the trade who should fix it and how urgent it is.
- When it’s fixed, mark it fixed.
Fill in the daily log
- Go to Construction › Daily logs and pick the home.
- Note the weather, who was on site and what got done. Add photos, then save.
Commercial projects
Track a question (RFI)
- Tap Commercial at the top, then RFIs and New.
- Type the question and attach the drawing or photo. Send it to the right person by email yourself, and record the answer here.
Bill the month’s work (Business plan)
- Open Progress billing.
- Type the percent complete for each line, then create this month’s invoice.
- BuilderSync keeps back the holdback and shows the payment due date. Check the figures before you send it.
Coming soon
These work in the demo so you can try them, but not yet in real accounts. We’ll email every builder as each one goes live. No dates are promised.
- Team logins for office staff and supervisors.
- Trade logins: jobs, after photos, prices and documents.
- Homeowner logins: progress, finishes, signing and warranty requests.
- Email and text alerts for stages, delays and payments.
- 3D model from your own 2D plan, and the Manitoba code helper.
- Google Drive copy of your property folders, and your own web address.
Your data
Everything you enter is saved automatically to a secure data centre in Canada. You own your data. Email [email protected] from your account email any time and we’ll send you a full copy.
Questions
Do I need to install anything?
No. BuilderSync runs in your browser. You can add it to your phone’s home screen.
Can my staff, trades or homeowners sign in?
Not yet. Today each company has one owner login. Team, trade and homeowner logins are coming soon; you can preview them in the demo.
Does it work without internet?
No. You need a connection. On site, mobile data is enough.
What if I make a mistake?
Most things can be edited or undone.
How do I get help? Is there a phone number?
There’s no phone line, so every answer is in writing. Ask Sam (bottom right) for instant answers, or email [email protected] or use the contact form on the homepage. We reply by email, usually within 2 business days.
How long is the free trial?
3 months on any plan, with no credit card. Sign up at buildersync.ca/signup.html and your access code arrives by email in a minute.