Industries · Builders
Toolbase for Residential Builders and Renovators
One platform for enquiries, quotes, client selections, trades, build progress and margin per build.
The challenges
What gets in the way for residential builders and renovators
Clients want constant updates
Homeowners are invested and anxious. Without a clear view of progress they call the builder every day.
Selections and changes are hard to keep track of
Tiles, fixtures and finishes are chosen over weeks and each choice affects cost.
Trades need to arrive in the right order
One late trade delays everything behind it.
Fixed-price contracts leave no room for error
A missed item in the quote comes straight out of the builder's margin.
Built around your industry
Toolbase speaks builders
Choosing your industry changes the terminology, fields, pipeline stages, quote structure and dashboards you see.
| Standard Toolbase | In your Toolbase |
|---|---|
| Customer | Client or homeowner |
| Project | Build or renovation |
| Quote | Fixed-price quote |
| Product | Selections and allowances |
| Task | Trade booking |
Workflow
From first enquiry to profit, the builders way
Clients can follow progress and documents in the portal, which reduces calls without reducing communication.
- Enquiry
- Consultation
- Preliminary Estimate
- Fixed-Price Quote
- Contract
- Selections
- Trades Booked
- Construction
- Practical Completion
- Handover
A portal that answers the client's questions
Share progress, documents and what you need from the client, in one place they can check any time.
- Build progress by stage
- Documents and approvals
- Forms for selections
- Fewer phone calls
Industry-specific quoting
Quote builders work the way you price it
Quote builds and renovations with inclusions, allowances and exclusions set out so there are no surprises.
Labour categories
- Carpenter
- Site supervisor
- Labourer
- Apprentice
Trades
- Electrician
- Plumber
- Tiler
- Plasterer
- Painter
Selections
- Kitchen and joinery
- Tapware and fixtures
- Flooring and tiles
- Appliances
Allowances
- Prime cost items
- Provisional sums
- Site costs
- Builder's margin
Dashboards
The numbers residential builders and renovators watch
Builds by stage
Where each project is up to.
Margin per build
Quoted against actual.
Variations approved
Value of changes by project.
Enquiry to contract
Conversion and time taken.
Tasks overdue
Trade bookings and selections outstanding.
Forward workload
Contracted work by month.
Recommended modules
Where most builders businesses start
These are suggestions. Turn on only what you need and add modules later.
CRM
Every customer, deal and conversation in one history.
Leads
Capture, qualify and follow up every enquiry.
Quoting
Accurate, industry-specific quotes with margin built in.
Proposals
Customer-ready proposals generated from your quotes.
Projects
Plan and track multi-stage work from sale to completion.
Tasks
Clear ownership of every follow-up and to-do.
Customer Portal
Give customers one place to see quotes, progress and documents.
Job Costing
Quoted against actual, for every job.
FAQ
Toolbase for builders: common questions
Can clients see the progress of their build?
Yes. The customer portal shows progress and documents for their project.
Can I manage variations?
Yes. Variations can be quoted, approved and tracked against the project.
Is Toolbase suitable for renovations as well as new builds?
Yes. Both are managed as projects with stages that suit the work.
Configure Toolbase for your business
Pick your industry, choose your modules and see your recommended setup in a few minutes.