iBuildPro: Contractor CRM

Chanan Zlotnitsky

About this app

iBuildPro is the all-in-one operating platform for residential and light-commercial contractors — remodelers, general contractors, siding/roofing/window companies, pool builders, and home improvement businesses with 3 to 50 employees.

CRM, sales pipeline, estimates, contracts, project finance, production scheduling, lender draws, customer and salesperson portals, team chat, and AI automation — in one app. No more juggling spreadsheets, point tools, and email threads.

— CRM & SALES —
• Unified contact records (individual or company)
• Multi-stage pipelines with locked system stages
• Dispatch Dashboard: action-first 4-lane Kanban
• Per-appointment call / SMS / WhatsApp from a card
• Multi-channel reminders routed by customer preference
• Built-in 8h "Confirm now" customer confirmation flow

— ESTIMATES & CONTRACTS —
• Estimate Builder V3 with AI-assisted scope generation
• Drag-resize line item grid, auto-recalculating totals
• One-click portal sending and customer e-signing
• Multi-signer agreements (spouses, co-owners) handled natively
• Change orders as first-class entities
• Per-state compliance fields and rescission tracking

— FINANCE & ACCOUNTING —
• Payment phases tied to every contract (no orphan invoices)
• AR collections, bills, bill payments, credit memos, refunds
• Bill Review Queue (Kanban between entry and payment)
• QuickPay dialog with overpayment controls
• Customer statements (single or bulk)
• Bank reconciliation with AI-matched bank lines
• Bi-directional QuickBooks sync (optional)
• Project P&L, customer AR, vendor AP

— LENDER DRAW MANAGEMENT —
• Lender programs with per-program doc checklists
• Funding Pipeline dashboard with inline doc status
• Configure Draw Schedule per project (Gantt → draw amounts)
• Draw Package Builder (contract + photos + lien waivers)
• Send-to-Lender one-click email
• Cross-company lender reference guard

— PRODUCTION & SCHEDULING —
• Project Summary master list with PDF + Excel export
• Per-project tabbed view: info, finance, schedule, docs, photos, chat, audit
• Full Gantt chart: drag, resize, dependencies, zoom, milestones, templates
• Schedule items linked to payment phase draws ($ badges on bars)
• Realtime updates via Supabase Realtime
• Reminders by in-app, email, SMS, and WhatsApp

— CSAT SIGN-OFF —
• Per-scope customer signatures required before project closes
• Branded sign-off email with project lead's photo + note
• Typed or drawn signatures, mobile-first
• Auto-completion when final signature lands

— TEAM COMMUNICATION —
• Unified Communication tab: SMS, WhatsApp, portal chat, internal chat in one thread
• Project chat with reactions, typing, message annotations
• Per-tenant Twilio numbers with shared A2P 10DLC brand
• Audio + video calling via 100ms

— PORTALS —
• Customer Portal: proposals, invoices, payments, docs, chat, photos, schedule
• Salesperson Portal: leads, calendar, commissions, estimate creator, file uploads
• Token-authenticated magic links — no passwords for clients

— AI ASSISTANT —
• Natural-language chat over your own data (role-aware)
• AI estimate generation from plain-English scope
• AI bank statement reconciliation
• AI WhatsApp summary
• PM Dashboard insights with 9 rule-based signal patterns
• Site Health Board with per-project insight feed

— DATA IMPORT —
• Quickbase, JobNimbus, JobTread, Buildertrend, AccuLynx, Procore: bring your data in minutes
• AI-assisted column mapping (Claude Sonnet) for any CSV
• Multi-tenant export filtering
• Idempotent re-imports with full audit trail

— ENTERPRISE-GRADE FOUNDATIONS —
• Strict tenant isolation (row-level security)
• Soft-delete with audit trail on every financial record
• Pagination-safe queries
• Timezone-aware (per-company default)
• Activity tracking with idle detection

iBuildPro is a standalone system. GoHighLevel, QuickBooks, Twilio, Resend, Google Calendar, and Anthropic AI are optional integrations — never prerequisites.

For contractors outgrowing spreadsheets and point tools.