Built for contractors
AI Build Pros is the CRM for remodelers, roofers and specialty trades. The lead, the calls and texts, the estimate, the signature, the payment and what the job actually made all live on one record — and when nobody can get to the phone, an AI receptionist takes the call instead of voicemail.
Works on the phone in your truck · Crew clock-in & team map · Bring your contacts on day one
The real cost
A spreadsheet for leads, a shared calendar for appointments, a Word template for estimates, and a group text holding it all together. Nothing is wrong with any one of them. The gaps between them are where the money goes.
The system
Every module is in the box. The lead carries its calls, texts and recordings, the estimate is built from it, the customer signs and pays against it, and the job runs its costs, change orders and profit off the same record.
A kanban board with stages built for trade sales, and a dispatch dashboard that shows what needs chasing right now: new leads nobody has called, replies waiting, unconfirmed appointments and visits still without a result.
A browser dialer that works a queue without touching a keypad, plus CallRail tracking so a marketing call becomes an attributed lead on its own — and the recording plays inside the CRM rather than in another tab.
When a call would go to voicemail, an AI receptionist picks up instead, takes the details and files them on the lead. After every call, AI writes the note for you. And an assistant answers questions about your leads, schedule and money.
Two-way texting from inside the CRM on your own numbers. Replies land against the right lead, and an incoming text rings the desk — badge, tone and a flashing tab title, so nothing sits unread.
Line-item estimates built from a reusable scope library, with an AI estimator to draft the scope. Offer optional upgrades the customer can tick, require approval before anything goes out, and revise a signed contract without retyping it.
Your customer gets a verified link — no password to forget. They read the estimate, tick the options they want, sign it, and pay their deposit or progress draw without a single phone call to the office.
Won work becomes a project with a status, a crew and dates. Change orders are priced and signed against it, checklists keep the crew honest, rain alerts warn you before a wet day, and a completion certificate closes it out properly.
What the job actually cost, not what you hoped. Crews photograph receipts from site, costs land against the job and the vendor, and margin stops being something you find out from your bookkeeper months later.
Money in, money out and what's left. Card payments run through your own Stripe account, vendor bills are tracked until they're paid, and profit and loss rolls up per job and per month. Commission is worked out separately for the rep and the dispatcher.
Month grid or list, whichever suits the day. Appointments attach to the lead, confirmations set the status, reminders go out by text, and every rep's appointments show up in their own Google Calendar.
Crews clock in and out from their phone. While they're on the clock the office sees who is at which job, and arrivals are logged on their own. Timesheets flag overtime and missed clock-outs, and a week you approve is locked before it goes to payroll.
Know the house before you knock. Owner verification, loans and liens, and a photo of the property sit on the lead and the appointment — so a rep can tell a tyre-kicker from a real job before driving out.
Which sources actually produce work, not just leads. Facebook Lead Ads, tracked phone numbers and your own web forms feed straight in, tagged with where they came from, and spend by source turns cost per booked job into a number.
Eight roles enforced on the server, not hidden in the interface. Every module can be switched on or off per role, and each company orders its own menu — so the screen a dispatcher opens is not the one a bookkeeper opens.
How it works
Follow a single job through the system. Nothing gets retyped along the way.
Name, phone, address, project type and where they came from — typed in, or created on its own from a tracked call, a Facebook lead or the AI receptionist. Every call, text, estimate, appointment and payment from here on points back to it.
Quick Create opens the appointment wizard, the lead is already attached, and it lands on the calendar assigned to whoever is driving out.
Pull from Contact drops in the client details. You add line items, mark it Sent, and the pipeline moves with it. Fourteen days quiet and it flags itself as stale.
Status, crew, start and end dates. The contract sits against it, and the field sees the work without seeing the deal value.
The customer opens their portal link, reads the estimate, signs it, and pays the deposit by card into your own Stripe account. The signed estimate becomes the contract, and progress draws come off the same document as the job moves.
Receipts from site, vendor bills and every payment roll up into profit and loss for the job. The rep's commission is worked out from that same number, so nobody argues about what was earned.
Who sees what
Your crew doesn't need the pipeline, your call centre doesn't need your margins, and your dispatchers shouldn't see each other's pay. Roles are enforced on the server, so what a person can see never depends on which button they tapped.
Every module can be switched on or off per role, and each company sets its own menu order. The defaults are already sensible — Bookkeeping opens on costs and payments, Call Center opens on the dialer, Field never sees a margin.
Who it's for
If your week is those three things, the system fits. It's built around how trade jobs actually move — not a generic sales CRM with the labels changed.
1–5
on the team
You are the office. This is the admin hire you keep putting off.
6–15
on the team
The size where office and field start working from different information.
16–50
on the team
Roles start to matter, and so does knowing which deals have gone quiet.
Straight answer
Everything above is built. These are next, and we'd rather tell you now than after you've signed up.
Live now
Next up
Later
Pricing
Every module, your own data, your whole team. If it hasn't earned its keep by the end of month two, walk away and take your records with you.
1–5users
Owner-operators & small crews
6–20users
Office staff plus field crews
20+users
Multi-crew & multi-location
Questions about pricing for your team? Email info@aibuildpros.com. Cancel any time — your records export to CSV.
Questions
Yes — that's the first thing we do. Export a CSV or Excel file from wherever your contacts live now and upload it. The columns get mapped automatically, you see a preview of exactly how many rows will import before anything is saved, and you get a count of anything that was skipped and why.
The field view is deliberately small: today's schedule, their jobs, the customer's number, and somewhere to put notes and photos. They clock in and out from the same phone. No pipeline, no dollar figures, nothing to scroll past. If a guy can use a phone he can use it from the truck.
No, it works alongside it, and your accountant or bookkeeper keeps working in QuickBooks. The CRM covers the job side of the books: what's been signed, invoices from draft to paid (sent by email or text, with receipts, payment reminders you can switch on, a statement for each customer, and credits and refunds), what's owed and collected against each job, the vendor bills you have to pay, and profit and loss per job and per month.
Connect your QuickBooks Online (not QuickBooks Desktop) and the CRM sends it your vendor bills, their payments and the receipt attached to each bill; invoices, customer payments, credits and refunds; lender fees as expenses; and sales and dispatcher commission payments, each to that person's vendor. It adds customers, jobs and vendors there as needed, and you match each of your vendors with QuickBooks once. Each part has its own switch and start date. It's one way, from the CRM to QuickBooks: bills, invoices and payments entered in QuickBooks don't come back, and the CRM only changes what it sent. Anything billed with sales tax (an invoice, contract or change order) doesn't go yet, and neither does what's paid, credited or refunded on it, so enter those in QuickBooks by hand. If some customers are invoiced from QuickBooks instead, you can switch off online payments for just those clients, and by default the CRM doesn't send their invoices.
Only if you switch it on. The AI receptionist is off by default. When it's on, it only picks up a call that would otherwise go to voicemail. It says it's an AI, takes the caller's name, project, address and a good time to call back, and never quotes a price. Everything lands on the lead with the full transcript, and if you set a transfer number the caller can ask for a person.
No — only while they're clocked in, and they see a notice before the first clock-in. The office gets a live team map and timesheets with arrival times at each job. You choose which roles use the time clock, and the location trail is deleted after 90 days by default.
Yours. Each company connects its own Stripe account, and customer card payments settle directly to you — the funds never pass through us and we don't take a cut of your jobs. Same with texting and calling: it runs on your own Twilio number, so the number your customers see is yours and stays yours.
No — and that matters, because they won't make one. They get a link, verify it's them, and they're in. From there they can read the estimate, sign it and pay without a password to forget or a phone call to your office.
It's yours and it exports to CSV — contacts, jobs, estimates, payments, the lot. No exit fee and no holding your customer list hostage to keep you subscribed.
Most companies are running the same week. Import your contacts, set your pipeline stages and add your people — that's the setup. There is no six-week implementation project.
It's stored in a real managed Postgres database with automated backups, not in your browser. Accounts are real logins with roles enforced on the server, so what someone can see isn't something they can change by poking at the app.
