Kitchen Design
Client Reviews
Sign AI01
Request bids
Give subcontractors the scope, plans and a deadline to price the work.
SCOPE OF WORK
Floor preparation and installation. Include labor, equipment and cleanup.
RESPONSES DUENovember 6
Sent to three subcontractors
CONSTRUCTION MANAGEMENT SOFTWARE
The all-in-one
platform for
contractors
and builders.
Everything your business runs on, in one platform. Plus Apps you add only when you need them.
Capture the lead, send the estimate, get it signed, schedule crews and subs, track every cost and get paid.
30 days free · No card · Cancel anytime
Built by a builder, for builders.
- AI on every screen
- Easy for crews from day one
More building.
Less holding it all in your head.
Less holding it all in your head.
Proposal signed.One more detail, taken care of.
9:41● ▰
GOOD MORNING, ALEXA good day
to build.
Cedar Grove
ON THE CLOCK02:34Cabinet installation
BUILDERMAX APP · SAMPLE COMPANY
Win more workManage leads, create estimates, and turn opportunities into projects.Keep projects on trackOrganize schedules, tasks, teams, and daily operations in one place.Take control of financesTrack expenses, send invoices, and know where your money goes.Grow with confidenceStay in control as your workload, team, and business grow.
EXPLORE THE PLATFORM
Explore BuilderMax.
Choose a tool to see how it works.
EXPLORE THE PRODUCT
Run the whole job. From one connected workspace.
Build the estimate, organize the people and keep the financial details connected. Explore how BuilderMax brings the business side of construction together.
01 / Estimate & sell
Turn a clear scope into a signed proposal.
Build from your cost catalog, shape the estimate around the job and present a professional proposal. Keep revisions and approved changes with the project.
- Lead and customer records
- Reusable catalog, templates and markups
- Custom sections, allowances and optional items
- Branded proposals and e-signatures
- Estimate help from MAX AI
ESTIMATE / SCOPE OF WORK
Your estimate, organized.
Scope & line itemsMaterials, labor and preparationIncluded
Client material choiceAn allowance for the selectionAllowance
Additional scopeKeep optional work separateOptional
02 / Plan & build
Keep the office and the jobsite in step.
Give appointments, project tasks, crew time and job files a shared home. Keep the day’s work connected to the people responsible for it.
- Project schedules, appointments and to-dos
- Crew clock-in and reviewed timesheets
- Project photos, notes and files
- Client selections linked to plan locations
SCHEDULE / PROJECT ACTIVITY
A clearer day ahead.
Site visitDiscuss the scope with the clientScheduled
Crew tasksPrepare the work areaAssigned
Material selectionReview the choice with the clientIn review
03 / Invoice & track
Keep progress and paperwork moving together.
Create progress invoices, bring approved changes into the billing and record payments received. Keep the invoice history alongside the work it belongs to.
- Progress billing and payment schedules
- Approved change orders connected to invoices
- Payment records and outstanding balances
- Client access to project invoices
INVOICES / PROJECT BILLING
The billing, in one place.
First progress invoiceWork billed for the first stageIssued
Approved changeAdditional work documentedApproved
Payment recordPayment received and recordedRecorded
04 / Understand costs
See the numbers behind the work.
Keep vendor bills, purchase commitments and project costs in view. Review budget versus actual and job-cost reports as the work develops.
- Vendor bills and purchase orders
- Bank imports and reviewed receipts
- Budget-versus-actual and job-cost reporting
- Full financial tools with Company
JOB COSTS / BUDGET VS. ACTUAL
A clearer view of job costs.
MaterialsBills and purchase commitmentsTracked
LaborReviewed crew timeTracked
Trade partnersPartner costs with the projectTracked
Illustrative interfaces · Fictional project and activity · Features and access vary by plan.
Compare features by planExplore what stays with the job
Scope & agreements
Cost catalog, CSV import, templates, versions and markups. Branded proposals, e-signatures with audit certificates and approved change orders.
Office & field
Schedules, appointments, to-dos, GPS clock-in, reviewed timesheets, photos and project files. Coordinate crews, subcontractors and vendors.
Billing & reporting
Progress invoices, payment schedules, approved change orders, recorded payments, vendor bills, purchase orders, bank imports and reviewed receipts. Budget vs. actual, job-cost and profit-and-loss reports.
SUBCONTRACTOR & BID MANAGEMENT
Manage subcontractors. From bids to paperwork.
Send the scope. Compare the bids. Keep insurance, licenses and follow-ups together—so you can see who has responded and what still needs attention.
BID REQUESTWestbrook · Flooring installation
02
Compare responses
Review each subcontractor’s price and scope before making your choice.
RESPONSES RECEIVED
Choose a bid to see that subcontractor’s documents.
03
Track documents
Keep required paperwork, expiry information and follow-up history in view.
REVIEWING
Summit Flooring
- Insurance certificateOn file
- W-9On file
- Contractor licenseRequested
REMINDER HISTORY
Document request sent · Follow-up recorded
REVIEWING
Oakline Interiors
- Insurance certificateExpiring soon
- W-9On file
- Contractor licenseOn file
REMINDER HISTORY
Insurance renewal request sent
REVIEWING
Northstar Surfaces
- Insurance certificateOn file
- W-9On file
- Contractor licenseOn file
REMINDER HISTORY
Documents received · Nothing requested
View what is on file, requested or nearing expiry.
Automatic document reminders follow your compliance settings and eligibility rules. Document status supports your review; it does not certify legal compliance.
Interactive illustration · Fictional companies, bids and document statuses · Company-plan example.
CLIENT SELECTIONS / BUILT AROUND THE PLAN
Every selection. In the right place.
Show clients where a choice belongs. Keep the products, questions and conversation together, right alongside the plan.
WESTBROOK / FINISH PLAN
Choose a pin to explore a selection
SHARED SELECTION01 / MEETING ROOM
Flooring finish
Natural oak · Matte finish
The material choice and its location, shared with your client.
THE CONVERSATION, ATTACHED
SHARED SELECTION02 / RECEPTION
Pendant lighting
Warm white · Brushed brass
A fixture choice with the question kept in context.
THE CONVERSATION, ATTACHED
- Link selections to plan locations
- Discuss choices with your client
- Keep shared details with the project
Interactive illustration · Fictional plan, products and conversation · Not an app screenshot.
AI ON EVERY SCREEN
More built-in AI than JobTread,
Buildertrend or Contractor Foreman.*
Not one chatbot in a corner. MAX works inside the screens you already use and does the work there, with you approving every change.
19AI features built in
12screens with their own AI assistant
170+actions your own AI agent can take (add-on)
- Home
- Estimates
- Calendar
- Leads
- Directory
- To-dos
- Timeline
- Transactions
- Cost items
- Purchase orders
- Selections
- Kitchen design
* Count of AI features on each company’s public pages, October 2026: BuilderMax 19, JobTread 10, Buildertrend 5–6, Contractor Foreman about 2. Some BuilderMax AI depends on plan.
MAX AIBUILT INTO BUILDERMAX
Hey MAX.
Book it.
MAX is your AI assistant. It books appointments, helps build estimates and finds answers—taking care of the details so you can focus on the job.
YOU ASK. MAX GETS TO WORK.
MAX AI · Calendar
Appointments & site visits
ILLUSTRATIVE CONVERSATIONVoice interaction concept · Illustrative device and fictional appointment · No live recording or scheduling.
Explore MAX estimating and guidance
MAXInside BuilderMax. Part of your work.
YOU ASK. MAX HELPS BUILD.
YOU
Build an estimate for an office refresh. Include a flooring allowance and painting as an optional item.
✦ MAX · ESTIMATE ASSISTANT
Here’s a starting point for your review. The flooring allowance is included; painting stays separate as an option.
Your catalog. Your estimate preferences.
Review the scope and pricing before sending.
CEDAR RIDGE BUILDERSDraft
EST-0204 / WESTBROOK PROJECT
Office refresh
SCOPE OF WORKAMOUNT
Site preparationProtection and surface preparation
$1,200Installation laborFlooring installation and finishing
$2,400Flooring materialsAllowanceBudget for the client’s material choice
$1,800Estimate total$5,400
OPTIONAL ITEMPaintingSeparate from the estimate total
+$850Sections & line itemsAllowancesOptional items
HELP, RIGHT WHERE YOU WORK.
YOU
How do I add a new lead?
✦ MAX · APP GUIDANCE
Open Leads and press New lead. I’ll walk you through the fields and where to go next.
Clear steps. The right place in the app.
Guidance based on BuilderMax’s app help.
BUILDERMAX APP HELPGuide
LEADS / GETTING STARTED
Your next step, made clear.
- 01Open Leads → New lead
You can also choose New lead from New in the top bar.
- 02Choose Person or Company
Fill in their name and phone number. Email is optional.
- 03Add the project details
Enter the address and Project Type, then press Create Lead.
Ask a question. Get steps using the app’s actual button names.
Interactive design example · Fictional project and amounts · Illustrative interface, not a live AI session.
MORE AI HELP, IN THE SAME WORKSPACE
Read plans and photos into estimate drafts, review receipt information and find product details for selections. Supported actions depend on your access and the feature assistant.
EXTERNAL AI AGENTS / MCP Early access
Your external AI agent. Connected to BuilderMax.
Work with an external AI agent, such as Grok or ChatGPT, through a compatible MCP connection. Access supported estimates, invoices, to-dos and appointments with the permissions you allow. MAX is your AI assistant built into BuilderMax.
EXTERNAL AI AGENT · COMPATIBLE MCP SETUPGrok · ChatGPT · other AI agents
Permission-based access
BUILDERMAX
EstimatesInvoicesTo-dosAppointments
How external AI agents connect
Connect your external AI agent
Use a compatible MCP-enabled client outside BuilderMax. Grok and ChatGPT support depends on the specific client, account and connection setup.
Choose the access
Agent access must be enabled for the server, company and person. Available tools follow that person’s permissions.
Review actions when required
Some actions require approval in BuilderMax. Restricted and people-only actions remain unavailable to the agent.
Early access · Requires a compatible MCP-enabled client. Support for Grok or ChatGPT depends on the specific client, account and setup. Supported actions only.
WHO WE SERVE
Built for every trade.
And the business behind it.
From the general contractor running the whole build to the specialist on one part of it, BuilderMax runs the office side of the job: estimates, schedules, crews, costs and invoices.
01 By business
General contractors
Run the whole build and keep everyone on it in step.
- Bids and paperwork from subs
- Crews and trade partners on one schedule
- Job costs against the budget
Home builders
New homes, from the first estimate to handover.
- Estimates and signed proposals
- Selections with your buyers
- Progress invoices by milestone
Remodelers
Additions, kitchens and renovations.
- Kitchen design in 3D
- Change orders, approved and signed
- A client portal for every decision
Specialty trades
Your own customers, quotes and crews.
- Quick estimates and e-signature
- A time clock for your crew
- Invoices and payments in one place
02 By trade
Electrical
Quote panel upgrades and service work, then bill as the job moves.
Plumbing
Price rough-ins and fixtures, and track crew hours on every job.
HVAC
Estimate installs and replacements, then schedule the crew.
Roofing
Send the roof estimate, get it signed and invoice on completion.
Concrete
Price pours and flatwork, and see costs against each job.
Painting
Quote a room or a whole home, and plan painters by the day.
Flooring
Estimate by the square foot and keep finish choices with the job.
Landscaping
Quote projects, plan crews and track material costs.
Don’t see your trade? BuilderMax works the same way for any trade. See how a job runs →
03 By team size
One-person shop
Solo · $49/month
- 1 office user: you
- Free crew access on the time clock
- Estimates, invoices, schedule and client portal
Growing team
Company · $199/month
- 2 office users included
- Add office users as you hire
- Subs and vendors portal, bids and purchase orders
Office + field crews
Company · Crew, clients and subs free
- Crew, clients and subs at no cost
- User roles and permissions
- Bills and job-cost reports
EASY BY DESIGN
Powerful enough for the whole office.
Simple enough for day one.
Every screen was planned with project managers and crews in mind, so your team spends time on the job, not on the software.
One place for each job.
The estimate, schedule, people, costs and invoices for a job sit together. Nobody hunts across tools.
Laid out the way a job runs.
Win it, run it, get paid. Screens follow the order your project managers already work in.
Easy for field crews.
Crews clock in and see their jobs for the day on their phone.
Works on any phone.
Open BuilderMax in the browser on any phone, tablet or computer. Clients and subs get a link, nothing to install.
KITCHEN DESIGN / BUILT INTO BUILDERMAX
Design the kitchen.
Connect it to the estimate.
Bring the design conversation into the same place as the scope, the selections and the numbers.
ILLUSTRATIVE DESIGN CONCEPT · NOT AN APP SCREENSHOT
FROM THE FIRST IDEA TO THE JOB AHEAD
Help clients see it.
Then put it in the plan.
Lay out cabinetry, present the kitchen in 3D and prepare drawings. Bring the design into your estimate, then keep finish choices connected through selections.
- Kitchen and cabinet layouts
- 3D views for the design conversation
- Drawings and drawing sets
- Design-to-estimate workflow
- Product library and finish selections
- 01 / DESIGNShape the kitchen.
Work through the layout and show the space in 3D.
- 02 / DOCUMENTPut it on paper.
Prepare drawings and keep finish choices with the project.
- 03 / ESTIMATEConnect the numbers.
Bring the design into the estimate and the job ahead.
HOW WE COMPARE
See how BuilderMax stacks up.
Side by side.
The things contractors ask us about most, checked against each company’s own website.
| Feature | BuilderMax | JobTread | Houzz Pro | Buildertrend | Contractor Foreman |
|---|---|---|---|---|---|
| AI assistant inside each screen that does the work | 12 screens | Support assistant | Yes | Support chatbot | Not found |
| AI drafts estimates from plans and photos | ✓ | ✓ | ✓ | Not found | Coming soon |
| AI reads receipts and bills | ✓ | ✓ | ✓ | ✓ | Not found |
| Connect your own AI: ChatGPT and Claude | ✓ | ✓ | Not found | Third-party only | Not found |
| Connect your own AI: Grok | ✓ | Not found | Not found | Not found | Not found |
| Plan for a one-person business | $49/mo | $199/mo | $199/mo | Not published | $49/mo (annual) |
| Free trial | 30 days, no card | No trial | 30 days | No public trial | 30 days, annual plans |
| Clients, subs and crew free | ✓ | Clients and subs | Not stated | Not stated | Not stated |
| Kitchen design in 3D, linked to the estimate | ✓ | — | 3D floor plans | — | — |
| Add-on Apps: pay only for what you use | ✓ | — | — | — | — |
Checked on each company’s public website on October 31, 2026. “Not found” means we could not find it on their public pages. Buildertrend does not publish prices. Online card payments and QuickBooks Online sync are not in BuilderMax yet. Product names belong to their owners.
PLANS FOR THE WAY YOU WORK
Two plans. Clear choices.
Manage the business yourself with Solo, or coordinate an office team with Company. Explore exactly what each plan includes below.
Try Company free for 30 days. No card needed.FOR INDEPENDENT CONTRACTORS
Solo
For you, with free crew access.
$49/month
1 office userUSD, plus applicable tax.
Start with Solo- Estimates, proposals and e-signature
- Change orders and progress invoices
- Client portal
- Schedule and to-dos
- Free crew on the time clock
FOR OFFICE TEAMS
Company
For your office team, with tools for subcontractors and finances.
$199/month
2 office users includedUSD, plus applicable tax.
Start free trial- Everything in Solo
- Subs and vendors portal, bids and purchase orders
- Bills and job-cost reports
- User roles and permissions
- Free setup call
Estimates & sales
- Estimates & proposals
Build and present the work to your client.
- Cost catalog
Reuse your material and labor items.
- E-signatures
Collect signatures on your proposals.
- Change orders
Document changes to the agreed scope.
Projects & clients
- Schedule & calendar
Keep appointments and project activities together.
- To-dos
Organize the work that needs attention.
- Client portal
Give clients access to their project information.
Invoicing & financials
- Invoices & progress billing
Invoice as work moves forward.
- Payment records
Record payments received; online client payments are not included.
- Basic financial reporting
Profit-and-loss and accounts-receivable visibility.
Team & access
- Crew time clock
Crew can record their time without a paid office seat.
- Client access
Clients can view their portal and sign proposals.
Company
Need subcontractor and office-team tools?
Company adds these capabilities to everything in Solo.
- Bills & purchase orders
- Full job-cost reporting
- Bid requests
- Subcontractor & vendor portals
- Document tracking
- Roles & permissions
- Setup call
Included features follow the plan, your role and feature availability. Kitchen Design, Selections, Client Reviews and Sign AI are Apps you can add to either plan.
Estimates & sales
- Estimates & proposals
Build and present the work to your client.
- Cost catalog
Reuse your material and labor items.
- E-signatures
Collect signatures on your proposals.
- Change orders
Document changes to the agreed scope.
Projects & clients
- Schedule & calendar
Keep appointments and project activities together.
- To-dos
Organize the work that needs attention.
- Client portal
Give clients access to their project information.
Invoicing & financials
- Invoices & progress billing
Invoice as work moves forward.
- Payment records
Record payments received; online client payments are not included.
- Basic financial reporting
Profit-and-loss and accounts-receivable visibility.
- Bills & purchase orders
Manage supplier bills and purchase commitments.
- Full job-cost reporting
Review project costs and financial performance.
Subcontractors & vendors
- Bid requests
Request pricing and compare subcontractor responses.
- Subcontractor & vendor portals
Share the work with your trade partners.
- Document tracking
Track required partner documents, expiry information and follow-ups.
Team & access
- Crew time clock
Crew can record their time without a paid office seat.
- Client access
Clients can view their portal and sign proposals.
- Roles & permissions
Control access across a shared office team.
- Setup call
Get help preparing your workspace.
Included features follow the plan, your role and feature availability. Kitchen Design, Selections, Client Reviews and Sign AI are Apps you can add to either plan.
Your people belong on the job.
Crew, clients, bookkeepers and view-only people are free. Subcontractor and vendor portals are included with Company. Access varies by role and plan.
WHAT CONNECTS TODAY
Exports & connections.
With the details spelled out.
Know exactly what is connected today, and what still needs an export.
Export timesheets in QuickBooks CSV format. QuickBooks Online sync is not available yet.
Stripe handles BuilderMax plan payments. This does not enable homeowners to pay project invoices online.
Map links help you find the jobsite and open directions.
MAKE A START
Getting started.
With a little help.
Start with the work you know.
We’ll help with the software part.
Open the door.
Create your account. Explore the workspace at your own pace.
Book a free setup call.
Book a free setup call for help getting your first estimate and project ready.
Import your price list.
Bring in your cost catalog by CSV, then build and send your first estimate.
HELPFUL ANSWERS
Questions, answered.
Plans, access and getting started—explained.
Do I need a card for the free trial?
No. The 30-day trial of Company needs no card. Choose a plan when you’re ready.
Who counts as an office user?
Office users create or change estimates, invoices, schedules or settings. Crew, clients, bookkeepers and view-only people are free. Subcontractor and vendor portal access is included with Company; access varies by role and plan.
What happens when the trial ends?
Choose a paid plan to continue. You won’t be charged automatically.
Does it work on my phone?
Open BuilderMax in your phone’s browser, on iPhone or Android.
Can I cancel anytime?
Yes. Cancel anytime. Monthly plans stop at the end of the current month. Annual plans are prepaid for the year.
What can MAX help me do?
MAX can answer questions about information you can access, help you navigate BuilderMax and hand work to supported feature assistants. The estimate assistant can build and edit estimates. Available actions depend on your permissions and the assistant; some actions require review or approval.
Can I connect Grok, ChatGPT or another AI agent?
BuilderMax’s MCP access is in early access. Compatible clients can use supported tools after agent access is enabled. Client requirements vary; it does not mean every AI service or every BuilderMax action is supported.
BUILT FOR THE WORK AHEAD.
Put your energy
into what you build.
30 days free · No card needed