How It Works
BuilderServe makes it easy to run your business. Every step of the way we’re there to help.
Our Proven Process
BuilderServe takes your business info and organizes it to keep your books accurate; and the money and information flowing.
Collect
Ever thought about how much info there is in a small business?
Organize
We take that info, categorize and calculate with it, and use it to your advantage.
Share
BuilderServe feeds you and others with the information you need to make good decisions.
Collect the Data
- Using only your phone, we can capture every expense
The raw ingredients:
- Time is recorded for you and employees
- We pull charges from your accounts
- You send other receipts we should know about
- Your unbilled time and data entry are near zero
- Other info comes in to us: new clients, questions, bills from subs, etc.
Organize the Info
- BuilderServe crunches the numbers and preps the data for your consumption
Both project and company-related data:
- Labor, subs and material expenses are assigned to projects
- All company expenses are booked to the proper accounts
- Your books and accounts are reconciled
- Invoices (AR) and reports are prepared weekly
- All bills due (AP) are prepared and summarized
Share the Results
- We feed you the end results summarized the way you like it
BuilderServe keeps you in the loop and keeps the money coming:
- Weekly invoices and past due notices to customers
- Weekly financial reports for your review
- List of your bills to approve for payment
- Project summary reports
- Upcoming events and due dates
The preceding services and more are available in BuilderServe’s Master Plan. See the Pricing page for more info and detail.
More when you need it:
Estimates, material/sub sourcing, custom reports, project management assistance, marketing campaigns, website and branding, social media, legal and tax advice, and more. BuilderServe will help you with every aspect of your contracting business.
Typical workflow:
You and your BuilderServe Account Manager will first agree on your billing approach, customer interactions, and other business preferences. At that point, the tasks you need to perform to keep your business running are minimized:
- Your Account Manager will confirm certain charges and entries with you, as needed.
- Instead of you entering hours, receipts and other info into software, BuilderServe does it all for you and presents the results for your approval.
- You approve all bills to be paid, your payroll, estimates and contracts, tax obligations, and move your money as you wish.
- BuilderServe follows your instructions regarding finances, customer communications, and other tasks to keep your business running smoothly.
- Your daily and weekly communications with your Account Manager will keep you and BuilderServe up to date and informed.
- As other needs arise (engineering, legal, bonding, taxes, project advice, conflicts, etc), BuilderServe will assist you to handle them smoothly.
