Every feature,
and why it exists

Every client across every division in one searchable list — properties, project numbers, mailing preferences and exports, without keeping a second list.

putting together the christmas card list takes a day

A shelf of finished contracts — three build agreements (kit supplier, turnkey builder, design-build with subs), a change order, a supply agreement with your yard and a crew & sub agreement — that you copy and make your own.

don't have a real contract, just a quote and a handshake

The customer approves the estimate, fills in their details, and their construction agreement is already written — priced, dated and ready to sign.

still typing contracts in Word for every job

Every new lead is somebody's from the first second — a rep who covers that county and is not already buried, or, when the map can't decide, a named person who hands it out — with the reason written on the card.

my reps say it isn't fair that the same people get the good leads

Write your follow-up once — emails and texts on day 0, 3, 7, 30, 60 and 90 — and every lead gets it in your words, inside the hours you choose, until they reply, book, move stage or unsubscribe. Then it stops by itself.

we never follow up after the first couple of calls

When a call goes unanswered, the caller gets a text back in your words, the line's owner gets a task due now, the voicemail lands in the conversation, and the rep can get a text that a call was missed — and three calls in ten minutes is one job, not three.

we missed a call and nobody followed up

A lead in a place we hold rules for gets its permit answer before it gets a price — who governs the build, whether a permit is required, what it costs, and the office to phone.

found out about permits after I already quoted

Send a barndominium customer one page with their building in 3D, a starting-at price, what it includes and what it doesn't — they price their own upgrades, sign your planning agreement and pay your planning deposit, and the deal moves along your pipeline by itself.

I spend my nights designing barndos for people who never build

Every lead you have on one board, in one of nine stages built around how a post-frame building actually sells — and every card says whose it is, how long it has waited, and why it's waiting.

same customer showing up twice on my board

The quote is a page on your domain, not a PDF — their building in 3D, the price broken down, and an approve button at the bottom.

my quotes are a spreadsheet the customer cannot read

Draw the building by dragging it, and every stick, sheet and screw it needs is counted while you draw.

I size the building in one place and count the steel in another

Draw the house inside the barn — rooms, doors, kitchen, electrical, one level or two — on the building you're quoting, with a code check that flags problems while you draw.

the customer wants to see where the bedrooms go before they'll sign

Put an honest HVAC number on the estimate in a minute — a budget load from the house you're quoting, three priced systems from your HVAC supplier's own catalog, options and your markup on top.

waiting on the hvac company for a number

Turns the building you drew into a priced labour line — square feet under roof, doors, tall walls, wainscot, soffits, insulation and porches, every line visible and editable, and marked up without ever touching the crew's pay.

labour is a guess every single time

Every stick, panel, screw and yard of concrete measured off the same building the model draws — posts, trusses, girts, purlins and steel, counted the way a post-frame yard sells them.

how much material for a 40 by 60

The Plan set turns the building and its floor plan into a drawing set for the permit office — cover and sheet index, a site plan with setbacks, slab and plumbing penetrations, roof plan, exterior and interior elevations — every sheet with a title block, at a true scale, on 24×36, 12×18, 11×17, Legal or Letter, landscape or portrait.

the county wants a site plan with setbacks

Your own list of priced add-ons — concrete, insulation, doors, permits, site prep — that drop onto an estimate as calculators that know their unit, and can be offered as options the customer adds themselves.

concrete pricing is on a PDF taped to the wall

The building you drew becomes a priced estimate through the same list the builder used — and every version you save is frozen, ready to send or go back to.

have to re-enter the material list into the estimate

One timeline showing every live job, every stage inside it, and where each crew is on any given day.

I have no idea which crew is where next week

The crew shoots from a phone, and two visibly different buttons decide whether a photo goes in the job file or in front of the customer.

photos are on five different phones

Every photo on every job, in one place: an endless grid, a cover per job opened into its build stages, or the day it was taken — and one search that reaches them all.

I know we took a photo of it but I can't find it

Not the weather — whether today's plan still works. Gusts, the dry window and a call for each trade — then a dated record of what the weather actually did to every job.

we drove an hour to the site and couldn't set a single truss

Every stage carries a checklist of the actual work inside it, and ticking the last one finishes the stage.

no way to track what is actually done inside a stage

The crew ticks the same checkpoints the office does, from our crew app on their phone, and it means exactly the same thing.

crew won't use anything that needs a login

Two taps to file a jobsite photo against the right job and stage — and two visibly different buttons for save to job and save and send to the customer.

photos live in a group text and never reach the job file

One tap in, one tap out — and the hours come off two real moments instead of a Friday guess.

guys guess their hours at the end of the week

Your crew's whole day on their own phone — clock, swipe camera, checklist, Blocked, the job chat — and a record that shows every man his own growth, down to his next raise. One link each, no password, built exclusively for post-frame and barndominium builders.

my guys will never log into another app

Money in and every way it goes back out — invoices, payroll, crew payouts, sales commissions and hour approvals under one tab, with an Overview that adds them up for the last 30 days, 90 days or 12 months.

I can't see money in and money out in one place

Price a mid-job scope change, get it signed, and turn it into money — with the days it adds and the reason for it on the record.

customer keeps adding things and I never charge for them

Your buyer's bank gets its own page for the job — no login: every draw's checklist built from your stages, a sealed draw request in the G702/G703 layout lenders already read, and Approve, Return and Mark funded on the same screen. Built exclusively for post-frame and barndominium builders.

the bank won't release the draw until they see photos

A job is figured for a number of days and the crew is paid for those days however fast they finish — whatever is left over goes back to them, split by hours worked. Finishing early is worth money to the men who do it.

crew stretches a two-day job into three

Pay every hour at each person's rate — no minimum day — and when the crew beats the days the job was figured for, share what is left over, weighted by a multiplier you set. Finishing early stops costing your men money and starts paying them.

hourly pay rewards being slow

Invoices built from the estimate and the payment schedule — so the number on the invoice is the number they agreed to, at the customer's prices, never your cost.

I retype every invoice into another program

Set how the job gets paid — named stages that always add up to 100 — and carry that schedule from the estimate all the way through to the bills.

how do I bill a job in stages

Everyone paid their own way — crew by the hour with overtime, reps on commission, the PM on salary, the owner on draws — with 2026 federal and state withholding worked out line by line and a clean register for whoever files.

my crew, my reps and my office are all paid differently

What each material costs you and what you sell it for, in one book you edit when the yard changes its pricing.

lumber went up 20% and my quotes didn't move

Every line on the material list prices through a real material with a cost and a sell price, editable per shop — wall systems and upper floors included — so the design carries a live dollar total, and one job can price them its own way without moving yours.

lumber went up and every quote is stale

Set logos, colours, type and footer once, and every email, quote and customer page restyles to match.

the emails my customers get don't look like my company

The link they already have becomes a live project page — their building in 3D, what's done, what's paid, and every document they'll ever ask you for.

the customer phones every week asking if anything happened

Every text, email, call, voicemail and photo for a customer sits in one thread on their record, in the order it happened.

I can't remember if I texted or emailed them

Your customer gets one link that opens as their estimate and later becomes their live project dashboard, with no account to create.

customers cannot find the estimate I emailed them

Read it the way the customer will, fix anything, then send — and know whether it landed.

I sent it with the labour line showing

Finishing a stage sends the customer a progress update and the team a notification — exactly once, no matter how many devices saw it happen.

customer got the same progress email twice

A button beside Review and approve opens the customer's own building in the estimate — orbit it, switch views, take the roof off — with nothing they can change.

customer signs without really knowing what they bought

One calendar for the whole company — job assignments, meetings, site visits, time off, holidays and equipment — that scrolls six months back and six ahead, and where free time in another division reads needs approval until that division's manager says yes. Built exclusively for post-frame and barndominium builders.

the office booked my guy without asking

Know where every trailer, skid steer and lift is, who has it and when it's coming back — the crew checks it out with one scan of a QR tag, and the office sees bookings, moves and upcoming demand without typing anything twice. Built exclusively for post-frame and barndominium builders.

nobody knows where the dump trailer is

The pipeline, the deal, the estimate and the schedule built for a thumb, not squeezed onto one — swipe between stages, answer a customer from the alert, and send the quote from the yard.

the app is just the website squeezed onto my phone

Your crews, office and project managers in one chat that lands the moment it is sent — type / to link the exact project, stage, invoice or change order, and press Call to ring a teammate from the conversation.

I can't put the invoice in the crew chat without them seeing the money

Lessons that run on your own screens with your own buttons, a first-login checklist for every role, and tours that work on a phone — so a new hire learns the job by doing it.

will my crew actually use it

One panel beside the conversation holding how to reach them, what they are buying, where it came from, and who on your team has already tried them — and two clicks to their estimate.

I have to click into three screens to see one customer

They read the full agreement on your letterhead, tick the binding acknowledgement, type their legal name and draw their signature.

chasing a signed contract by email

Make and take real calls inside the software, with the customer's file on screen and the call written to their record.

calls happen on my cell and the CRM knows nothing about them

An incoming call rings one person — the line's owner, or the one teammate you chose for lines nobody owns — and when nobody answers it takes a message, files it on the customer and puts them on your callback list.

people call the number on my truck and it just hangs up

An event-by-role grid of forty-four events deciding who on your team hears about what — in-app, email or text — with customer messages held apart, a warning before anything switches off the whole company, and a pause switch that is only yours.

everyone gets emailed about everything

Six roles named for the jobs in a post-frame company — Admin, Sales Manager, Sales Rep, Project Manager, Crew Leader, Worker — each carrying about forty specific abilities, and crews who never see the office side at all.

don't want my crew seeing what the job sold for

One list of everyone who works here — office, sales and every crew — whether or not they have a login. Built for how a post-frame outfit is actually staffed: an office, a few reps, and crews paid by the job who mostly never sign in.

my team list is empty but I have nineteen guys

One tab holding every service this company is plugged into — CRM, estimating, card payments, accounting — plus every door a lead comes through.

where do I put my quickbooks login

Connect your own QuickBooks company and customers, invoices, jobs and payments move between the two on their own — nothing gets keyed in twice.

entering every invoice twice, once here and once in QuickBooks

Keep SmartBuild as your estimating engine and run the rest of the job here — its jobs, estimates, drawings and prices reachable from inside Leads 2 Build, on your own login.

already estimate in SmartBuild

A tab on your sales board that turns every lead's real timestamps into close rates, response times and stage-time numbers — nobody types a report. Built exclusively for post-frame and barndominium builders, so the stages it measures are the ones your buildings actually sell through.

I have no idea how many leads actually turn into jobs

A standings board where every rep sees everyone's close rate, speed and score — and learns what moves each number — without ever seeing another rep's leads.

my reps have no idea how they're doing until commission day