01
Customers & pipeline
Know the customer. Know the next step.
Keep contacts, properties, leads, and opportunities together. See the full history and the next activity before every conversation.
Built for the people who build.
Every job. A clear path forward.
Bring customers, property visits, estimates, and crews together. Keep every detail connected, from the first call to completed work.
From the office to the job site. All on the same page.
Customer to completion
One shared history for every customer, property, and job.
Office meets field
Keep visits, photos, and crew assignments in one place.
Your team decides
Evidence supports the work. People make the final call.
Less chasing. More building.
The whole job, connected.
A practical CRM for the conversations, decisions, and details that move construction work forward.
02
Estimates & reports
Give every estimate a solid foundation.
Prepare estimates from reviewed measurements and your company pricing. Check the scope and price before choosing a proposal or report.
03
Projects & crews
Make the handoff feel like progress.
Move approved work into projects and work orders without losing the customer or property history. Schedule the job and assign the crew.
Weather insights for the work ahead
Understand the weather around each property.
Review weather history and directional context alongside the inspection. Weather adds useful context, but it does not prove property damage or its cause.
Property weather reports
See hail and wind records, storm-day maps, dates, data sources, and coverage notes for the property.
Directional analysis
Use available storm movement and surface-wind information to guide which sides of the property need a closer look.
WeatherScout
Prioritize service areas using weather, housing, and data quality—without assuming damage at any property.
A path your team can follow
From first hello to work in motion.
Each step carries the context forward, so the next person can get straight to the work.
- 01
Capture the lead
Connect the customer, property, and opportunity so the next conversation starts with the right context.
- 02
Make the site visit
Schedule the visit and collect guided photos, observations, and measurements at the property.
- 03
Review the proposal
Review the inspection, scope, and estimate before sharing a proposal and recording the customer’s decision.
- 04
Move into the work order
Turn approved work into a scheduled work order with the right crew and job details.
Good work starts on site
Built to go where the work is.
BuildTrail Scout brings the site visit into focus. Capture the details on your phone and keep the office connected to what you see.
- Follow assigned visits and guided photo capture.
- Keep site observations alongside the right property.
- Save offline drafts and sync when you reconnect.
BuildTrail Scout
Your mobile field companionEvidence in view. People in control.
A clearer picture. Your professional judgment.
Bring measurements, inspection photos, and relevant weather information together. Qualified professionals review the findings and make the final decisions about cause, code, scope, pricing, and reports.
A few things to know
Good questions. Clear answers.
Who is BuildTrail CRM for?
Construction companies and contractors in the United States and Canada that want customers, properties, opportunities, site visits, estimates, and work orders in one connected CRM. Roofing is the first specialized workflow.
What roofing work does it support?
The first roofing workflow supports residential asphalt-shingle assessments in Kentucky and Indiana. Qualified professionals review measurements, observations, scope, and reports. BuildTrail CRM does not determine insurance coverage.
Where do the estimate prices come from?
From your company’s pricing and reviewed measurements. Your team checks the scope, quantities, and price before approving an estimate or using it in a proposal.
How do I get access?
Use “Open BuildTrail CRM” to sign in to your existing workspace. If you need access, ask your organization’s administrator about an invitation and the permissions for your role.
Can I explore it in English or Spanish?
Yes. Use the language switcher to read this page in English or Spanish. The same platform overview and workflow guidance are available in both languages.
Bring the next step into focus
Good work deserves a clear path.
Your customers, your team, your next job. Bring it all together in BuildTrail CRM.