Pipeline that is the job list
Every job moves through Lead → Prospect → Approved → In progress → Completed → Closed, with stage value rolling up so you always know active and total pipeline. Move a job by hand, or let an accepted estimate move it to Approved. There is no separate lead list sitting beside a job list.
Accounts hold the customer, not just the job
Customers, contacts, and properties live on the account, so the next estimate starts from real history instead of a blank form. Multiple jobs at the same address or for the same homeowner stay connected.
Estimates that become the work
Build from a line-item library with sections, margin, tax, and live distributor pricing. Send a branded PDF for e-sign. When the customer accepts, the job moves to Approved and the lines lock. Pull them onto the worksheet so production is not rebuilding the bid.
Contracts attached to the bid, not a separate binder
Attach a contract template to any estimate and collect the signature in the same send. The signed copy lands on the job, the account, and the customer portal automatically, so nobody hunts through email for the executed PDF at closeout.
Change orders stay on the job you already sold
Mid-job scope does not need a parallel change-order system. Price the add-on, send it for signature, and pull it onto the worksheet the same way you did the original bid. Until it is accepted, it shows as pending and does not add a dollar to the contract.
Measure the roof before you leave the office
Trace the roof planes on satellite imagery, set the pitch for each one, and FloBuildr turns the flat outline into real roof area: footprint, roof area, roofing squares, and squares with your waste factor. Eave, ridge, hip, valley, and rake lines come with it. Measurements belong to the property, so you draw them once and every future job at that address starts with them. Lot, driveway, and yard measurements work the same way.
On the estimate, a measurements panel drops those totals in as measurement lines, and you link them to material and labor lines so quantities follow the size. Re-applying updates the same lines instead of piling up duplicates.
A fast estimate, not a certified report. FloBuildr measures the footprint and converts it using the pitch you choose, so verify on site before ordering for a tight job. Certified auto-pitch reports are available from a connected provider.
Price the line at today's supplier rate
On a material or equipment line, pull a real-time, account-specific quote from your connected supplier. Pick the branch, search the catalog, apply the price, and the line is tagged with the supplier, branch, product, and the moment it was priced. That tag rides along when the estimate becomes the worksheet.
Branches are ordered nearest first for the job address, with yards you already buy from lifted to the top. Apply a template built at another branch and FloBuildr shows you the price difference before you decide.
Optional AI price suggestions, then you check them
Auto-price with AI suggests unit prices for material and labor lines from regional benchmarks and your own pricing history, each with a confidence level. It is a starting point. It does not fill in a bid on its own.
Always review AI prices before you put them in front of a customer.
