Estimate from the plans
Sales & Precon brings plan takeoff, estimates and bid imports together.
BUILT AROUND YOUR WORK / Residential builders & remodelers
Carry the house from the plans to the final draw.
Custom-home builders and remodelers juggle plans, selections, vendor bids, subs and draws on every job. The Residential Builder / Remodeler package keeps those records on the same job instead of in separate spreadsheets and texts.
Explore the sample workflow without signing up. The Residential Builder / Remodeler package is $395/month per company with every tool included.
A CONNECTED WORKFLOW
From plan takeoff to the draw request
Start with the plans and the estimate. Send scopes out for vendor bids, record purchase commitments, keep field photos and progress with the job, and prepare draw billing from the contract when the work is in place.
Buy and build
Purchasing and Projects & Field keep vendor bids, purchase orders and field records on the job.
Bill the draw
Customer Billing organizes contracts and schedules of values for draw and progress billing.
INSIDE BDO
AI Takeoff, with sample company records.
YOUR PACKAGE
Residential Builder / Remodeler · $395/month.
Custom-home builders and remodelers working from plans, selections and draws. Plan takeoff, house estimates, vendor bids, field photos and draw billing.
Workflows to start with for residential builders & remodelers:
- Sales & Precon
- Purchasing
- Projects & Field
- Customer Billing
Every contractor package includes Sales & Precon, Projects & Field, Fleet & Equipment, Dispatch & Crew, Purchasing, Cost & Finance, Customer Billing, Customers and People & Safety. Trucking is its own package. One Admin Command Center is included per owner, with one administrator and 10 team users per company. Extra blocks of 10 team users are $95/month and extra 100 GB storage blocks are $25/month.
See package pricing →SAFETY & INSURANCE RECORDS
Have the supporting records ready when they are needed.
Explore People & Safety for crew and compliance records, and BDO’s insurance certificate tracking for policy dates, renewal history and missing evidence. Date-based insurance packets gather the matching certificates, policy register and coverage-gap report for review.
Packets use the records saved in BDO; they do not verify coverage with an insurer or guarantee an audit result. Confirm package access and setup for your company during the walkthrough.
See insurance tracking details →BEFORE YOU CHOOSE
Questions about your workflow.
Is the residential package different from General Contractor?
Both include every contractor workflow at $395/month per company. The residential package is set up around house plans, field production and draw billing; General Contractor is set up around subcontractor-heavy commercial work. Confirm the setup that fits your jobs during the walkthrough.
How does BDO work with QuickBooks?
BDO prepares approved records for QuickBooks Online or QuickBooks Desktop through Web Connector. Supported transfers are confirmed during onboarding, tested and activated with your approval. BDO does not replace your accounting software.
Can I see the workflow before signing up?
Yes. The website’s interactive demo uses a fictional company and clears changes when you reload or reset it. For a review of your own process, request a walkthrough with Craig.