What makes TopBuilder the #1 CRM in Construction

TopBuilder is not just a CRM for construction, we provide all the tools needed to increasing collaboration, communication, organization, efficiency, sales, and profitability throughout the entire business development process. From bid scoring, bid tracking, quoting, job/appointment scheduling, workflow to post job follow-up.

To accomplish this, we obtain input from over 1,000 construction companies a year through trade shows, speaking engagements, webinars, and demos. And we have real-world experience with former positions in construction, engineering, and global/enterprise CRM management.

Any side-by-side comparison with competitive software will clearly show that TopBuilder is unmatched.

Topbuilder Comparison Table

Easy Implementation – Our implementation plan includes consolidating, deduping, and cleansing your data from multiple data sources and systems, branding your emails, and blacklist/spam report checks on your company’s domain.

Seamless Integration – Our software integrates with the calendar and email system of your choice (Outlook, Google, Apple, Yahoo – just name it). All notifications go directly to your calendar – so everything is in one place and synchronized through the cloud – no plug ins. This includes all bids due dates, appointments, tasks, projects, scheduled crews/subs, follow-up plans, and alerts.

Our software integrates with dozens of the leading accounting, ERP, project management, estimating, and lead generation applications.

Frequent Enhancements and New Features – We never stop improving with major and minor enhancements and new features deployed each month based on the changing needs of our customers and the marketplace.

Unlimited Training – We provide our customers with live daily training classes and unlimited email and phone support at no additional cost. We also extend complimentary custom training courses and CRM best practices led by our CRM experts with over 35 years of industry experience.

Competitive Pricing – Our prices are competitive to the marketplace, and we are loyal to our customers – never having raised our prices.

At TopBuilder, we stand by our product, using our software every day and following our own best practices. And while we listen to our customers, we also answer to them as a 100% employee-owned company proven with 14 years of continuous growth.

 

The Benefits of CRM Pre-construction Software

When quoting a construction job, using a manual process or outdated technology is time-consuming, produces sloppy, unprofessional quotes, and leads to costly mistakes. TopBuilder’s cloud-based CRM preconstruction software allows you to quickly and accurately create, track, and follow up on quotes and proposals, reducing the time by 85%. And it’s proven to increase the closure rate by 10% through complete and accurate quotes.

Top Builder CRM Quote Preview

Some key benefits to TopBuilder’s preconstruction software include: 

  • Produce quotes directly from the Lead in TopBuilder which automatically populates the customer, contact, and job information.
  • Create quotes easily with the familiar Excel-like worksheet that allows the estimator to select items and quantities to be included as well as adjust costs, markup, price, and add notes.

Quote Worksheet

  • Get a summary of the items selected including the cost, overall markup, applied discounts, and tasks as quotes are built. 
  • Streamline the quoting process and ensure no items are omitted, by saving quotes in Assemblies with default quantities and pricing. 
  • Reduce time and eliminate mistakes by copying an existing quote for similar or existing clients.
  • Generate complete and professional proposals that can include attachments such as project specifications and designs, the scope of work, cover letter, job photos, inclusions/exclusions, and addendums in Excel, PDFs, Word, etc.
  • Customize your quote design with your company’s logo and your custom template. Or, add your logo to one of the many quote templates on the site. 
  • View, download, print or email a completed, professionally designed quote PDF to send directly to your customer for electronic signature with real-time tracking and alerts so you know when the quote was received, reviewed, and accepted or declined.  

Quote Tracking

 

New Email and Calendar Integration

Email and Calendar Integration

TopBuilder is proud to announce our new Email & Calendar Integration!

In a nutshell, the new Email and Calendar integration connects your email and calendar to TopBuilder. Which means you can sync your Outlook, Google, and iCloud accounts to TopBuilder.

This new integration opens the door for all new scheduling capabilities for you and your team. Additionally, it helps improve your email delivery rates. I’ll explain more on that below.

What is the Email Connection?

The email connection means mass emails can be sent from your work or personal email. In other words, emails no longer have to be sent from TopBuilder “on behalf of” your company. Since they are being sent directly from you, it’ll say it’s coming from you. Based on recent tests, this has dramatically improved email open rates.

Now, this Email Connection can be used for:

  • Email Campaigns
  • Newsletter Campaigns
  • Individual Emails
  • Follow-Up & Automated Emails
  • Sending Quotes, Pricing, and Proposals
  • Internal Emails (Reminders & Alerts)

What is the Calendar Connection?

The calendar connection means calendar notifications can be sent directly to your calendar. In other words, due dates, appointments, and reminders can be added to your calendar from TopBuilder. This opens the door to all new scheduling capabilities that we’ll be refining throughout the next few months.

Currently, the Calendar Connection can be used for:

  • Task Due Dates
  • Bid Due Dates
  • Client Appointments
  • Newsletter & Email Reminders
  • Estimator Assignments
  • Project Manager Assignments
  • Crew Assignments

Note: We are launching the Email & Calendar Integration in phases. Right now, we do not have the ability to show calendar availability within TopBuilder. We are planning on having that capability in Phase Two. Phase Two is scheduled to be completed within the next 30 days.

How to get started:

Step One:

First, you need to register your Outlook, Google, or iCloud account with TopBuilder. This step will require you to input your email and password credentials to create the connection.

Step 1.1 – Go to the Setup menu; click Setup Email and Calendar Integration

Step 1.1 - Select Email and Calendar Integration

Step 1.2 – From the list of registered accounts, click Register a New Account

Step 1.2 - Register A New Account

Step 1.3 – Enter your Email Address

Step 1. 3 - Enter Email Address

Step 1.4 – Enter your Outlook, Gmail, or other Account Password (TopBuilder auto-detects the account type from the email address you enter.)

Step 1.4 - Enter Password

Step Two:

Once connected, select your account preferences.

Additionally, you will select which calendar you wish to connect.

(You may have multiple Outlook calendars; make sure you select the correct one.)

Step 2 - Select Account Preferences

Step Three:

Set your profile preferences and configure the items you wish to include on your calendar and which ones to ignore.

Step 3 - Enter Profile Settings

Step Four:

Next, register any additional shared accounts.

For example, you may want to send promotional emails from info@ or quotes from billing@. (Repeat Steps 1 and 2)

Final Step:

You are now connected!

Task reminders will now automatically appear on your calendar. Additionally, emails sent from authorized email accounts will be sent from you personal/work email.

You will know the connection is working because you will see the email in your Sent folder.

FAQ’s

To view a detailed explanation of this process and for a full list of FAQ’s, please download our Email & Calendar Integration How-To Guide Here.

TopBuilder Performance Upgrades

TopBuilder Performance Upgrades

TopBuilder is proud to announce a successful migration to Amazon Web Services (AWS)!

The migration to AWS has resulted in new performance upgrades for TopBuilder and all of our software. You will notice considerable upgrades in the speed of our software and how quickly it can process your requests.

Additionally, the AWS hosting platform has all of the performance capabilities to grow with TopBuilder, which means you can expect optimal performance from TopBuilder and all of our software.

When did the upgrade occur?

The upgrade to AWS began Wednesday, July 22nd.

Since July 22nd, the TopBuilder Support Team has been working each day to continuously performance tune the system. The result of these numerous rounds of adjustments are minor performance upgrades to the system. These performance upgrades result in quicker response times and loading times for TopBuilder and all of our software.

Why did we make this change?

The TopBuilder Support Team planned on making the switch to AWS at the end of 2020.

However, we discovered our previous datacenter could not handle the increase of additional users. It became obvious our previous hosting provider was unable to grow with TopBuilder.

Once we came to this realization, our Support Team began the switch to AWS immediately.

What are next steps?

The TopBuilder Support Team will be continuously making performance adjustments over the next few weeks. Once these performance adjustments have been finalized, we’ll monitor and make adjustments to the system as required.

Have questions for our support staff?

If you have any questions or notice any bugs in our software, please email our support staff at support@topbuildersolutions.com. If you experience a serious issue with the software, please call our support staff at 855.806.6648.

It’s our desire to provide the best possible CRM experience to each and every user. The performance of our system is always a priority.

Thank you for celebrating another incredible milestone with TopBuilder!

 

Bid Calendar | New Bid Management Tool | TopBuilder

TopBuilder New Bid Calendar

TopBuilder is proud to announce our new Bid Calendar!

We’ve updated the Bid Calendar to help you properly assign each bid and act before it’s too late. In other words, the new calendar will help you easily track bid statuses, see who is working on each bid, and see when each bid is due.

With TopBuilder’s Bid Calendar and Bid Tracking, you can visualize all of your bids with an Outlook-style calendar. This calendar will help you easily track and assign bids all within one screen.

New Bid Calendar from TopBuilder

Bid Calendar Top Capabilities

Our new Bid Calendar is designed to streamline bid management and make sure no deadlines are missed. We’ve incorporated numerous capabilities to make this a reality.

  1. Track bid due dates with an Outlook-style calendar.
  2. Filter, sort, and search bids by job name, estimator, sales team, job type, and more.
  3. Color coding indicates if a bid is unassigned.
  4. Assign estimators directly to the job from the bid calendar.
  5. Change bid due dates by dragging the job to another date/time.
  6. Drill down into job/bid details with a simple menu command or a link to the lead.
  7. View the bid calendar by month, week, work-week, timeline, and day.

How to find the bid calendar

How to Access the Bid Calendar

You can access the Bid Calendar by logging into your TopBuilder Dashboard. (Login Here)

Once you’ve logged into your TopBuilder Dashboard, look for the menu item Bids, Quotes, Proposals in the dark blue navigation menu, located at the top of the page.

Once you’ve scrolled over the Bids, Quotes, Proposals tab, you’ll see a drop-down appear. Look in this drop-down menu for the section title Bid Calendar.

Once you find the text Bid Calendar, use your mouse to click on that menu option. Once clicked, you’ll be taken directly to the new calendar.

Need additional training & support?

If you’re looking for additional support, please click on the Help Center tab located in the dark blue navigation menu at the top of the TopBuilder CRM.

Once clicked, you’ll be directed to the Help Center. Once you are in the Help Center, please click on the menu option How to Get Support in the dark blue menu at the top of the page.

From this page, you’ll find a variety of options to help you get the support you need.

Thanks for reading!

5 Email Marketing Tips for Contractors

How Quote Assemblies Help Home Builders | Quoting Software

TopBuilder Quote Assemblies

Quote assemblies are the ultimate time-saver for new home builders.

To be more specific, quote assemblies help new home builders speed up the price agreement and contract portion of selling a new home. Quote assemblies do this by helping new home sales agents select a predefined bundle of options, quantities, and prices.

In other words, instead of having to price each item individually in a new home, you can select a predefined group of items. These groups or bundles can be entire home models, specific home upgrades, lot configuration options, and more.

For example, imagine a new home sales agent is attempting to build a price agreement with a new home buyer. The new home buyer has looked at a number of models and floor plans and loves Model A. Now, for the sales agent to build the price agreement, all they would have to do is click on the Model A quote assembly and it will pull all of the default items, quantities, and prices for that specific home.

Now, if the new home buyer wanted to upgrade the kitchen, the sales agent just needs to find and click on the kitchen upgrade bundle available for that home. It would automatically add that upgrade to the price agreement and adjust the price accordingly. Making the process to build and customize a price agreement an absolute breeze.

Below, we’ll explore how these quote assemblies work, how they benefit you, and how you can access it if you’re interested.

Quote Assembly Example

How Quote Assemblies Work

As mentioned above, quote assemblies are pre-defined groups of items. Once they’ve been built, they can quickly be added to future price agreements and contracts.

  1. Quote assemblies quickly show future homeowners base prices, options, and upgrades.
    1. It can show them these base prices, options, and upgrades for multiple things, such as models, plans, specific home upgrades, lot configurations, etc.
    2. These tools are a great way to work with the future homeowner and explain what options are available and the impact they can have on pricing.
    3. Additionally, these quote assemblies can include concessions. Making it easier to subtract specific items to help stay within a homeowner’s budget.

  1. When they’ve been added to a quote, the quote assemblies will automatically add all of the items included in that group.
    1. Additionally, this will come with preset quantities, display order in the price agreement, and standard pricing for those items.

  1. More than one quote assembly can be added to a quote.
    1. So, if you are building a home, you can select the base model assembly and add extra upgrade assemblies, like a kitchen upgrade or a bathroom upgrade with the click of a button.

  1. Lastly, quote assemblies are organized and searchable by Job Type, Keyword (Description or Manufacturer Name), Division, Territory, and by Creator.
    1. This helps you quickly find the quote assembly you need when you need it.

What are the top benefits?

  1. Yes, time-saving is the top benefit of using quote assemblies.
    1. Simply select the assembly, specify quantities, and adjust the pricing if needed.

  1. It helps ensure all your items are included in a price agreement and contract.
    1. When searching for each item individually, it can be easy to forget something. It’s a common mistake. However, with quoting assemblies, all of your default items will automatically be added. No more forgetting.
    2. Additionally, it can make it easier to show each option and upgrade available.

  1. Build consistency and reduce training time.
    1. As mentioned above, mistakes can happen while developing price agreements. Bring in a few new employees and you’ve added even higher chances something will be quoted wrong.
    2. With quote assemblies, new employees only have to click the right assembly. Once the assemblies been added, they only modify the quantities. This helps them build accurate price agreements without having to know what items come standard in each home or upgrade.

 –

How you can gain access to quote assemblies.

TopBuilder’s Quoting Software is an added package to the TopBuilder CRM. You can add this package to your account by upgrading to our Enterprise level package or it can be added as an A La Carte item to your account.

If you’re interested in learning more, please speak with our Head of Sales & Partnerships, D’Lesa Medlin at (855) 806-6648 or by using her (Email). She will demonstrate how the quoting software can help your business specifically.

5 Email Marketing Tips for Contractors

How Quote Assemblies Help Construction Companies | Quoting Software

Construction Quote Assembly

Quoting assemblies help you build quotes quickly.

It speeds up the quoting process by letting you select a predefined group of quote items instead of having to select each quote item individually.

Without these quote assemblies, you would have to quote each item, quantity, and price individually. Even on smaller projects, this can lead to hours of work to quote one project.

Below, we’ll explore how these quote assemblies work, how they benefit you, and how you can access it if you are interested.

Quote Assembly Example

How Quote Assemblies Work

As mentioned above, quote assemblies are pre-defined groups of quote items. Once they’ve been built, they can be added quickly to future quotes.

  1. When they’ve been added to a quote, the quote assemblies will automatically add all of the items included in that group.
    1. Additionally, this will come with preset quantities, display order in the quote, and default pricing.

  1. Additionally, more than one quote assembly can be added to a quote.
    1. So, if you are building a home, you can select the base model assembly and add extra upgrade assemblies, like a kitchen upgrade or a bathroom upgrade.

  1. Lastly, quote assemblies are organized and searchable by Job Type, Keyword (Description or Manufacturer Name), Division, Territory, and by Creator.
    1. This helps you quickly find the quote assembly you need when you need it.

What are the top benefits?

  1. Yes, time-saving is the top benefit of using quote assemblies.
    1. Simply select the assembly, specify quantities, and adjust the pricing if needed.

  1. It helps ensure all your items are included in a quote.
    1. When searching for each item individually, it can be easy to forget something. It’s a common mistake. However, with quoting assemblies, all of your default items will automatically be added. No more forgetting.

  1. Build consistency and reduce training time.
    1. As mentioned above, mistakes can happen while developing quotes. Bring in a few new employees and you’ve added even higher chances something will be quoted wrong.
    2. With quote assemblies, new employees only have to click the right assembly. Once the assemblies been added, they only modify the quantities. This helps them build accurate quotes without having to know what parts are used on every job.

 –

How you can gain access to quote assemblies.

TopBuilder’s Quoting Software is an added package to the TopBuilder CRM. You can add this package to your account by upgrading to our Enterprise level package or it can be added as an A La Carte item to your account.

If you’re interested in learning more, please speak with our Head of Sales & Partnerships, D’Lesa Medlin at (855) 806-6648 or by using her (Email). She will demonstrate how the quoting software can help your business specifically.

5 Email Marketing Tips for Contractors

Lead Lifecycle & Aging Report | New TopBuilder Report

Lead Lifecycle & Trending Report

If you’re in sales, you know how quickly a sales funnel can become cluttered.

There are multiple leads, in multiple stages of the sales funnel, and they’re all moving at their own pace. It only makes sense that sales funnel management can become difficult, especially if you have multiple sales representatives.

However, with the right reporting and analytics capabilities, effective sales funnel management can begin with one report, a Lead Lifecycle & Aging Report to be exact.

The team at TopBuilder is proud to announce our new Lead Lifecycle & Aging Report. A report to help you understand and manage the health of your sales program.

Lead Lifecycle and Aging Report

Who should use a Lead Lifecycle & Aging Report?

The Lead Lifecycle & Aging Report was built to help any team member understand the effectiveness of the business development program’s processes, procedures, and personnel.

In other words, if you’re part of the sales team, business development team, management team, and executive team – you’ll love this report.

What is the Lead Lifecycle & Aging Report?

In a nutshell, this report shows you where all of your leads are in the pipeline. By viewing this information, you’ll be able to see if there are trouble spots or issues with your sales and marketing programs.

In other words, you’ll be able to see the lead name, their current status, when they were created, and how long they’ve been in that status. This means, you’ll be able to immediately see if a lead is stuck or stalled in the sales funnel.

Once a stuck or stalled lead is found, you’ll have all of the information available to immediately address what’s slowing down your sales funnel. Giving you the necessary tools to maximize your sales programs.

How the Lead Lifecycle & Aging Report Works

As a lead moves through the pipeline, you’ll update the status in TopBuilder. Once a status has been updated:

  • TopBuilder will record the Date & Time of the status change.
  • TopBuilder will then record the Previous Status and the New Status.
  • TopBuilder will record which User made those changes.

This information will tell you and your team how long a lead is sitting in different stages of the sales funnel, helping you develop an accurate Aging Report.

Pro Tip:

It’s important your sales managers work with your sales teams to carefully plan each step in the sales funnel. Additionally, we recommend you set up policies to ensure the sales team moves each lead through the funnel in order and without skipping steps. This will help you build more accurate Life Cycle & Aging Reports.

How the Lead Lifecycle & Aging Report helps you

The information recorded for each lead and status change is used to generate a grid. In this grid, we’ll show the dates of each status change and how long a lead sits in that stage before moving to the next stage.

This information is useful for:

  1. Gaining a clear picture of your pipeline.
    1. You’ll be able to see how close each lead is to becoming a new customer.

  1. Tracking new lead follow-up.
    1. You’ll be able to see if new leads are sitting at the top of the funnel for too long. In other words, you’ll be able to see if new leads are getting proper follow-up attention.

  1. Tracking follow-up effectiveness.
    1. You’ll be able to easily spot which leads are stuck in sales funnel and which stages of the sales funnel are slow. Additionally, this will tell you if the members of your sales team have forgotten a prospect.

  1. Monitoring marketing lead source effectiveness.
    1. This will tell you which leads convert and which leads don’t. By reviewing this information, you’ll know exactly which marketing lead sources are sending you the best leads.

  1. Identifying trouble areas in your sales programs.
    1. In this report, you can filter your information by Sales Agent, Division, Lead, Job Type, and Lead Source. This can quickly show you what is preventing leads from progressing through your sales funnel.
    2. Additionally, it gives you the information you need to build constructive corrective action with your sales personnel or divisions.

How You Can Access This Report:

The Lead Lifecycle & Aging Report can be found in two different locations. Regardless of the path you take, it’s the same report.

Location #1

Begin by visiting the TopBuilder CRM Dashboard. Once you are on the dashboard, look for the menu item Reports & Analytics in the dark blue navigation menu.

Once you’ve scrolled over the Reports & Analytics tab, you’ll see a drop-down menu appear. Look in this drop-down menu for the section title Advanced Analysis.

Underneath the section titled Advanced Analysis, you’ll find text that reads Lead Lifecycle & Aging Report. Once you find that text, use your mouse to click on that menu option. Once clicked, you’ll be taken directly to the Lead Lifecycle & Aging Report.

Location #2

Begin by visiting the TopBuilder CRM Dashboard. Once you are on the dashboard, look for the menu item CRM in the dark blue navigation menu.

Once you scroll over the menu item CRM, you’ll see a drop-down menu appear. Look in this drop-down menu to find the text that reads Lead Lifecycle & Aging Report. Once you find that text, use your mouse to click on that menu option. Once clicked, you’ll be taken directly to the Lead Lifecycle & Aging Report.

How You Can Edit This Report:

Once you’ve reached your Lead Lifecycle & Aging Report, you can edit the variables in that chart by clicking on the hamburger button in the upper left-hand corner of the screen. It’s located to the left of the TopBuilder logo.

Once clicked, the Settings panel will open. From here, you can select and edit all of the variables displayed in the report. Once you are done changing the filter options, click the Refresh button located at the top of the Settings panel or you can press Enter/Return on your keyboard.

By following this step, you’ll be able to edit and change your Lead Lifecycle & Aging Report to your liking.

How to Get Support

Need additional training & support for this report?

If you’re looking for additional support, please click on the Help Center tab located in the dark blue navigation menu at the top of the TopBuilder CRM.

Once clicked, you’ll be directed to the Help Center. Once you are in the Help Center, please click on the menu option How to Get Support in the dark blue menu at the top of the page.

From this page, you’ll find a variety of options to help you get the support you need.

Thanks for reading!

5 Email Marketing Tips for Contractors

Electronic Signatures & Tracking | Quoting Software

Electronic Signature

Electronic Signatures are now becoming a necessity in business.

Especially now that remote work is increasing, more documents are being sent digitally. This makes sense, sending documents digitally is convenient for both the sender and the receiver.

However, sending documents that require electronic signatures often comes at an expense, especially if you are working with a team. Additionally, this creates another software tool that your team has to learn and use.

Our team at TopBuilder wanted to simplify this process for you. Not only did we want to make it easier to store your documentation in one platform, but we also wanted to make it easier for you to win new projects. Developing an electronic signature option that was built into your CRM became our next objective.

Electronic Signature

How do Electronic Signatures work?

With electronic signature capabilities, the recipient of a quote can sign the document, initial each page, and/or add additional information, such as payment information.

Additionally, these capabilities are designed to work on any device, whether it be a desktop, tablet, or mobile phone. In other words, the recipient can use their computer mouse, their finger on a touch screen, or can even insert a scanned signature to the document.

How does Quote Tracking Work?

With our electronic signature capabilities, we wanted to give you insights into how the documents were being received. With this goal in mind, we developed Quote Tracking.

With quote tracking you’ll know:

  1. When a quote has been sent.
  2. When the quote email has been opened.
  3. When the quote itself has been opened & reviewed.
  4. When the quote has been accepted or declined.

These quote tracking capabilities can send you emails and text messages when each action is completed. That way you can stay informed on updates as they happen.

Additionally, we’ve created an option for recipients to specify a reason for declining a quote and the ability to add comments to your quote. That way you can record and track the reasons for a recipient accepting a quote or declining it. All of this information will appear in the tracking information generated for each quote.

Top Benefits of Having Electronic Signature & Tracking Capabilities

  1. Save Time
    1. Most documents are received, reviewed, and accepted/declined within one hour.

  1. Increase Communication
    1. All team members can see quote history and activity.

  1. Collect More Insights
    1. The quote decline reasoning is included in the won/loss report.

  1. Increase Professionalism
    1. The entire process is convenient and works flawlessly for your recipients.

  1. Save Money
    1. You don’t need to invest in an expensive third-party program.

How do you start using Electronic Signature & Tracking Capabilities? 

Electronic signatures and quote tracking are automatically included in every quote you send. However, you can specify whether you wish to receive emails and/or text alerts when the quote is opened/reviewed or accepted/declined.

The tracking information for these quotes can be found on the Manage Quotes page, Lead Detail page, and the Quote Detail page.

Need access to our quoting software?

TopBuilder’s Quoting Software is an added package to the TopBuilder CRM. You can add this package to your account by upgrading to our Enterprise level package or it can be added as an A La Carte item to your account.

If you’re interested in learning more, please speak with our Head of Sales & Partnerships, D’Lesa Medlin at (855) 806-6648 or by using her (Email). She will demonstrate how the quoting software can help your business specifically.

5 Email Marketing Tips for Contractors