Decision Built

Reads. Drafts.Orders. Remembers.You approve.

Built by contractors.

Decision Built is a CRM for contractors. Type or say what happened on a job, and it writes up the next thing you need: the estimate, the contract, the material order, the schedule or the invoice. You check it before it goes out.

Apply for beta accessSee it work
Decision BuiltSearch jobs, people and documentsMR
Good morning, MikeWednesday, October 21. 58° and clear.
New lead
Give an update or ask for anything
Ready for youAll 6Sales 2Production 2Money 2
Sarah Kim
4410 Hillcrest Dr
Estimate
Estimating
New lead, siding and windows
Getting it ready
  • Customer and job created, with your notes
  • Property record: 2 story, 2,140 sq ft, built 1998
  • Measured: 2,460 sq ft of siding and 21 windows
  • Estimate drafted from your siding and window templates
Answer 3 questionsOpen the estimate
Tom and Ann Miller
2217 Juniper Ct
Sold
$21,480
Roof replacement
Their contract is filled in from estimate 1142

14 of 15 blanks are done. It needs the shingle color before it goes out for signature.

Finish the contractNot now
Parker, roof and guttersRoof is complete. The gutter crew is drafted for Thursday, with a text to Linda.
Approve
Nguyen Exteriors invoice, $900For the Lopez gutters. It matches their bid.
Approve
Chen, exterior paintOpened the proposal twice since Monday. A follow-up text is drafted.
Review

Your day 3

9:00
Estimate walk, PatelGutters and guards
11:30
Adjuster meeting, BradyRoof claim
3:15
Final walk, LopezRoof and gutters

This week

Collected$18,240
Invoices out$31,905
Signed3 jobs, $64,210
A new lead typed in this morning. A minute later, the estimate is drafted and three questions are waiting.

Give it an update on a job

Type it or say it like you would to someone in your office. It finds the job, does the paperwork and shows it to you before anything is sent. Click one to see the result.

14 of 15 blanks filled from estimate 1142. One needs you: the shingle color.

Answer it
Prairie Line ExteriorsOmaha, Nebraska
Residential exterior agreementEstimate 1142
CustomerTom and Ann Miller
Property2217 Juniper Ct, Omaha
WorkTear off and replace the roof, 28 squares, with new underlayment, drip edge and ridge vent
ShingleGAF Timberline HDZ
Shingle colorNeeds your answer
Contract price$21,480.00
Deposit at signing$2,148.00
StartWithin 3 weeks of signing
Workmanship warranty10 years
Customer signature and date
Prairie Line Exteriors

Every job in one place

Your office, your salespeople and your crews all work from the same job page, so information is entered once and everyone sees the same thing.

Decision BuiltSearch jobs, people and documentsMR
Jobs / Dana Whitfield
OverviewMoneyOrdersScheduleFiles
Dana WhitfieldEdit
1931 Larkspur Ln, Omaha, NE
CallTextDirections
StageProduction
JobSiding and windows
KindRetail
POPL-1091
Came fromFacebook ad
RepMike Reyes
64 photosSee all
Photos ✓Estimate ✓Sent ✓Signed ✓InvoicedPaid
Next stepYours
Send the siding order to ABC Supply

48 lines from the signed estimate, for delivery Monday.

Send the orderReview it
Add an update and it drafts the next steps for you to approve
Schedule the window install9 windows arrive Oct 28
Text Dana the start dateDrafted, waiting on you
Estimates 2
1147 Siding and windows, LP SmartSide$38,640Customer signed Oct 14
1139 Siding only$27,410Sent Oct 9, viewed 3 times
Trades 2
Siding
In productionOrder PL-1091-01 ready to send. Siding crew Oct 26 to 28.
Windows
OrderedOrder PL-1091-02, arriving Oct 28. Not scheduled yet.
Activity
AllNeeds you 1PeopleCustomerAgents
MRMike Reyespinned

Gate code 4471. Dog in the backyard.

FAFollow-up agentfor Mike Reyes

Text to Dana: "Hi Dana, your siding starts Monday the 26th. The crew arrives around 7:30."

Why: the start date was confirmed today.
SendEditDon't send
DWDana Whitfieldby text, 9:12 AM

Can we do the trim in Arctic White instead of Iron Gray?

MRMike Reyesnote

Changed the trim to Arctic White on the order.

Assistant filed 2 emails and a permit this week. Show

Claims, crews, subs and money

The parts of a job that usually live in spreadsheets, text threads and email folders.

Insurance claims

Upload the carrier's estimate. It's rebuilt line for line and matches their total. Your changes are marked the way adjusters expect, with your photos and reasons attached.

  • Supplements written as the whole estimate, with each change marked
  • Photos and a reason on every change
  • Send the packet to the adjuster and follow up
  • Their revised estimate matched back to the claim, round after round
Brady, roof claimState Farm, claim 27-88G4-11Q, round 1
Send to the adjuster
Carrier's estimate$27,415.62
Your estimate$31,208.40
Asking for$3,792.78
LineItemCarrierYoursChange
1Remove laminated comp shingle roofing28.33 SQ28.33 SQ
2Laminated comp shingle roofing, with felt28.33 SQ31.00 SQS1
5Drip edge220 LF240 LFS1
AddIce and water barrierNone186 SFS1
7Hip and ridge cap, high profile46 LF46 LF
AddStep flashingNone24 LFS1
Drip edge, line 5: the measurement report shows 240 LF of eaves and rakes. 4 photos attached.
Dana WhitfieldPhotos
All 64FrontBackRoof
Marked in your photosSoft trim at the bottom of the front door frame. Check it before it goes on the estimate.

It works on your phone

Take photos, write notes, answer questions and approve work from your phone.

  • PhotosTake them on site. They're saved to the job, sorted by side of the house, and it marks damage for you to check.
  • NotesAfter the appointment, type or talk into your phone. It drafts the next steps from what you said.
  • ApprovalsSend orders, contracts, schedules and invoices from your phone.

Everything in Decision Built

Grouped by where the job is.

01

Leads and sales

6 features
  • Leads from a noteType what you know. It fills in the customer, the job and the property record.
  • Lead sourcesWebsite forms, Facebook and Google ads, Zapier, calls and door knocks.
  • PipelineEvery job by stage, with the next step on each one.
  • CanvassingA map of your doors with property details on each house.
  • Follow-upsTexts and emails you control, from the first hello to the review request.
  • AppointmentsOn your calendar, with a reminder to the customer.
02

Photos and measurements

6 features
  • Site visitsShoot every side of the house. Uploads keep going on a weak signal.
  • Photo checklistsYour own list of shots for each trade.
  • Photo reviewDamage and problems marked for you to check.
  • Photo reportsFor the customer or the adjuster, by side of the house.
  • MeasurementsEagleView, Hover, any PDF report, or satellite.
  • TakeoffsVentilation, soffit and fascia from the measurements.
03

Estimates and proposals

6 features
  • Estimate templatesBuilt from your supplier price lists, at your margins.
  • Price listsImported from a PDF, a spreadsheet or a photo.
  • Good, better, bestThree options, or one price.
  • ProposalsThe customer picks products and colors, and the price updates.
  • Online signingSigned online, or record a paper signature.
  • Change ordersPriced from the same estimate.
04

Insurance claims

6 features
  • Claim estimatesThe carrier's estimate rebuilt line for line, to their total.
  • SupplementsThe whole estimate rewritten, with each change marked.
  • Photo evidencePhotos and a reason on each change.
  • Send to the adjusterSend the packet and follow up.
  • Revised estimatesEach new round matched back to the claim.
  • O&P and sub bidsO&P on every trade, and each sub bid as one line.
05

Contracts and documents

5 features
  • Your contractYour Word or PDF contract, filled in from the job.
  • Company documentsWork authorizations, lien waivers, warranties and more.
  • E-signaturesCustomer, co-signer and company, with a signing record.
  • Completion certificatesThe customer signs off on the finished work.
  • PO numbersOne per job, on every order, work order and invoice.
06

Orders, crews and subs

6 features
  • Material ordersBuilt from the signed estimate and sent to your rep.
  • Work ordersFor each trade, on the crew's phone.
  • SchedulingCrews and subs on a timeline. Drag a job to move it.
  • Rain delaysRain days move the end date and what comes after.
  • Plan the weekIt proposes the schedule and you approve it.
  • Sub portalAgreements, insurance, invoices, lien waivers and 1099s.
07

Bills and money

6 features
  • Bills and receiptsForwarded or photographed, filed to the job, checked against the order.
  • Price correctionsWrong prices, returns and credit memos.
  • Payment schedulesDeposits and milestones that come due as the work gets done.
  • InvoicesEmailed with a due date. Checks, cash and partial payments.
  • Job budgetsPlanned cost against actual cost.
  • ReportsPipeline, close rate, money collected and each rep's numbers.
08

The assistant and your team

6 features
  • TodayThe work that needs you, ready to approve.
  • The assistantAsk about any job in plain words.
  • Job emailOne address for the company. Each email is filed to its job.
  • Job activityNotes, texts, emails and calls in one place.
  • Team rolesPermissions for owners, office, sales and production.
  • Data exportAll of your data, any time.

Works with EagleView, Hover, ABC Supply, Quo, Google and Outlook calendars, Zapier and Facebook lead ads. Runs on any phone, tablet or computer.

A two-story house with gray siding, as it is today The same house rendered with blue siding and white trim
Included with your account

decisionbuilt.ai shows customers their own house in new colors

Start a design from a job's photos. The pictures are saved to the job so you can put them in the proposal.

See decisionbuilt.ai

Set up for your trade

When you sign up, you answer a few questions about your company. It sets up your trades, pipeline, estimate templates and documents from your answers and your price lists.

It works for roofing, siding, gutters, windows and doors, painting, remodeling, decks and fencing, HVAC, plumbing, electrical and concrete companies.

Setting upRidgeview Painting Co.
TradesInterior and exterior painting, cabinet refinishing
Pipeline6 stages and the follow-ups for each
Estimate templates9 templates, priced from your Sherwin-Williams price list
Your contractUploaded, with every blank matched to the job
AssistantSet up for painting: coverage, coats, prep and the colors you sell

Apply for beta access

We're letting in a small group of contractors now and setting up each company on a call.

  • Setup on a callWe load your price lists, templates and contract with you.
  • Talk to the person building itTell us what's missing for your trade and we'll work on it.

Built by contractors.

Tell us about your company

We'll email you to set up a call.