Before the quote
Quote-readiness checklist
Review scope topics for roofing, pole barns, concrete, general projects or branding/print. Download a checklist and the questions that still need answers.
Build my checklist ↗Free tools · No sign-in required
A useful next step.
Right here.
Bring a little order to the work between jobs. Use a tool, review the result and take a copy with you.
After the inquiry
Follow-up planner
Choose three proposed dates and prepare follow-up drafts for an existing quote or missing project information. Copy or download the plan.
Plan my follow-up ↗See the workflow
Interactive product demo
Walk through a fictional inquiry, sample quote and next action. See how the pieces fit before opening a workspace.
Try the demo ↗Keep control of your work.
The checklist and planner run in the open page. Your entries are not uploaded or stored in an account. Download before closing. No customer message is sent, no price is generated and no card is required.
When you need the whole workflow.
BuiltRelay brings approved business facts, inquiry forms, leads, reviewed quotes and next actions together. Explore the contractor CRM and quote-preparation workflow, then try guided setup.
Start your workspace ↗Early access has usage limits. Paid subscriptions are not open yet.