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Client management that keeps every job in one place

A simple client list: who they are, how to reach them, every estimate and invoice, and what they still owe.

Start for free →See pricing
The client list in the BuildWell web app and a client's details on a phone
At a glance

Client management, in short

  • Search, sort and filter your whole client list
  • Extra emails and phone numbers for each client
  • Private notes only you can see
  • Clients added automatically from estimates and invoices
  • Every estimate and invoice on the client’s page
  • Outstanding balance for each client at a glance

Every client in one list

Your clients live in one list on your phone and on the web. It answers the question every contractor asks on a slow Friday: who still owes me, and how much?

  • Search the list to pull someone up while they’re on the phone
  • Sort it A to Z
  • Sort by highest outstanding balance to see who owes you the most at the top
  • Filter to clients with an outstanding balance when it’s time to follow up on money
  • Clients who’ve paid in full drop out of the way
  • You’re left with a short list of calls to make or links to resend
The client list on a phone with search, sorting, filters and each client’s outstanding balance

The details you need to reach them

Each client has a name, email, phone number and address, and only the name is required. Add someone the moment they call, then fill in the rest at the walkthrough, ready for the estimate and the link you send.

Real jobs rarely have one contact, so keep them all in one place instead of scattered through your phone’s contacts. Add up to five more email addresses and five more phone numbers for:

  • The spouse who makes the tile decisions
  • The property manager
  • The tenant who lets you in
  • The office that pays the bills
A client’s details on a phone: name, email, phone and address

Private notes that stay private

Keep notes on each client that only you see. Notes never print on an estimate or invoice and never show on the client’s link.

The next time they call about another job, the notes are right there on their page, with everything you’ve sent them, so you sound like you remember every detail. Write them the way you’d write them for yourself:

  • The gate code
  • The dog that gets out
  • The best time to call
  • That they prefer texts to email
A client’s private notes on a phone

Added as you work

You don’t have to build a client list before you can use it. The list grows on its own as you send work out:

  • Anyone you name on an estimate or invoice is added to your clients automatically
  • They come in with the details you entered
  • Already have the client in your phone? Choose them from your contacts
  • BuildWell fills in their details for you
  • Contacts come in one at a time, not your whole phone
  • So your list holds the people you actually work with
Choosing an invoice’s client from the client list, or adding a new client

Every estimate and invoice for that client

Open a client and you see their estimates and invoices together, from the first estimate you sent them to the last invoice they paid. A question about a price you sent in the spring is a couple of taps away instead of a dig through your sent mail.

That history also helps when you price the next job. Good records make the second job easier to win and easier to price:

  • See what you charged them last time
  • See what they accepted
  • No searching your email for an old PDF
  • No asking the client to forward it back to you
A client’s estimates and invoices on a phone, each with its status and amount

Who owes you, client by client

Each client’s page shows their outstanding balance: the total still owed across every invoice you’ve sent them. When a payment comes in, by card or bank transfer through Stripe or recorded yourself for a check or Zelle, the balance goes down on its own.

That gives you a working collections list without a spreadsheet:

  • Sort your list by highest outstanding
  • Or filter it to outstanding only
  • Open a client, then open the invoice
  • Resend the link from your own phone
Clients sorted by highest outstanding balance on a phone

Projects linked to the client

Repeat clients bring more than one job, like the kitchen two years ago and the deck this summer. Link a project to a client and each job stays separate with its own paperwork, while the client’s page still shows every estimate and invoice and what they owe overall.

When they ask what the deck cost compared with the kitchen, you can answer without digging through two years of paperwork. Each project holds that job’s:

  • Estimates and invoices, with their balances
  • Photos and renders
  • Own private notes
A project linked to a client on a phone, with its estimates, invoices and invoice value

The same list on every device

Your client list syncs across iPhone, Android and the web with one account. Add a client on site, and they’re there when you sit down at your computer to finish the estimate.

Update a phone number at your desk, and it’s on your phone before you head out. Clients never need an app or an account to deal with you:

  • They get your links by text or email
  • They open them in any browser
  • What they read, sign and pay ties back to their estimates and invoices
  • Your record stays complete without extra typing
The client list in the web app on a laptop and on a phone
How it works

From first call to paid in full

  1. 1

    Add the client

    Type them in, pick from your contacts, or just name them on an estimate.

  2. 2

    Send the work

    Every estimate and invoice you send for them shows on that client’s page.

  3. 3

    Keep the details

    Add private notes and extra contacts, and link a project for each job.

  4. 4

    Check who owes you

    Sort or filter by outstanding balance, and resend a link to anyone who’s behind.

By hand vs with BuildWell

Keeping track of clients with a phone, a notebook and an inbox, and keeping track in BuildWell.

The jobBy handWith BuildWell
Contact detailsSplit between your phone, old texts and a notebook.One client record with extra emails and phone numbers.
Adding a new clientType them into your phone, then again on the estimate.Name them on an estimate and they’re added for you.
Remembering the detailsSticky notes on the dashboard.Private notes on the client’s page.
Finding an old priceSearch your email for last year’s PDF.Every estimate and invoice on the client’s page.
Knowing who owes youAdd it up in a spreadsheet at the end of the month.An outstanding balance on every client, sortable.
Repeat jobsOne folder of paper for everything they’ve ever hired you for.A project for each job, linked to the client.

Built for your trade

Line items, labor hours and local prices for the work you actually do.

Bathroom remodelingCarpentryCleaningConcreteDeck buildingDrywallElectricalFencingFlooringFramingGeneral contractorHandymanHVACKitchen remodelingLandscapingLawn carePaintingPlumbingRoofingSidingTileWindow and door
Pricing

One plan. Every feature.

Weekly
$7.99 / week
Billed weekly. Cancel anytime.
  • AI estimates priced for your area
  • Estimates, invoices, clients and projects
  • Clients sign on any phone
  • Card and bank payments, no extra BuildWell fee
  • iPhone, Android and the web
Start free trial
Best value
Annual
$79.99 / year
About $6.67 a month, billed yearly
  • AI estimates priced for your area
  • Estimates, invoices, clients and projects
  • Clients sign on any phone
  • Card and bank payments, no extra BuildWell fee
  • iPhone, Android and the web
Start free trial

Both plans include every feature and start with a 3-day free trial. Add a card to start; you’re not charged until the trial ends. Cancel anytime.

Free tools to go with it

Generators, templates, calculators and guides. No sign-up.

Invoice generatorMake one free Invoice templatesDownload Accounts receivable guideRead the guide Payment terms guideRead the guide Job Cost calculatorCalculate

Client management FAQ

01Is BuildWell a CRM?
It’s a simple client list built around estimates and invoices, not a sales pipeline or an email marketing tool. That keeps it quick: the people you work for, how to reach them, what you’ve sent them and what they owe, with nothing extra to set up or keep up.
02How do clients get into my list?
Three ways: add them yourself, choose them from your phone’s contacts, or name them on an estimate or invoice, and they’re added automatically. Only a name is required, so you can fill in the rest later, when you have it.
03Can I import my phone contacts?
Yes, one at a time. Choose a contact and BuildWell fills in their details as a new client. There’s no bulk import, so your list holds the people you actually work with rather than every number in your phone.
04Can a client have more than one email or phone number?
Yes. Along with the main email and phone, add up to five more of each, for a spouse, a property manager or a billing office, so every contact for the job is in one place.
05Do clients see my notes?
No. Client notes are private to you. They don’t print on estimates or invoices and never show on the links you send, so you can write down whatever helps you do the job, from the gate code to the best time to call.
06How is the outstanding balance worked out?
It’s the total still owed on the invoices you’ve sent that client. Online payments are recorded automatically, and when you record a cash, check or Zelle payment yourself, the balance updates right away. Drafts don’t count until you send them.
07What if a client hires me for more than one job?
Link a project to the client for each job. Each project keeps its own estimates, invoices, photos and notes, and the client’s page still shows everything you’ve sent them and what they owe in total.
08Can I see my clients on the web?
Yes. Your client list syncs across iPhone, Android and the web with one account, so a client you add on site is there when you sit down at your computer, with the same notes and history.
09Do my clients need an account?
No. Clients don’t sign up for anything. They open your estimate and invoice links in any browser to read, sign and pay, and the estimates and invoices you send them all show on their page in your list.
10How much does BuildWell cost?
BuildWell costs $7.99 a week or $79.99 a year, with a 3-day free trial. The client list comes with everything else in the subscription, with no extra charge per client, and one subscription covers iPhone, Android and the web.

More of BuildWell

Invoicing software

Turn a signed estimate into an invoice, bill deposits and progress payments, send a link clients pay from, and see what’s still owed. Built for contractors.

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Client portal

Send a link, and clients read your estimate, accept and sign it on their phone, or decline. Invoices open the same way with pay buttons. You see every view.

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Estimate app

Estimate on site by voice or photos with the BuildWell app for iPhone and Android, then finish at your desk on the web. One account, everything in sync.

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Online payments

Let clients pay invoices by card or bank transfer from a link. Payments go to your bank through Stripe. BuildWell adds no fee of its own. Zelle and check too.

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Estimating software

Describe a job and get an itemized estimate with materials at local store prices and labor at your area’s wage. Edit any line, send it, get it signed.

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AI estimates

Describe a job by voice, text, photos or a floor plan. AI plans the work and quantities; prices come from local stores and BLS wages, and you confirm any gaps.

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Try BuildWell today

Estimates, invoices, e-signatures and payments in one place, on your phone and on the web.

Start for free →3-day free trial. Cancel anytime.