Every guide, in one place.
18 step-by-step walkthroughs covering everything BuiltUp does.
Getting started
Land in BuiltUp, set up your workspace, and bring your team in.
Quick start: a 10-minute tour of BuiltUp
Land in BuiltUp, find your way around the dashboard, create your first project, and generate a scope from a set of plans — all in about ten minutes.
10 min readSetting up your workspace
Branding, region, currency, and labor rates — the workspace settings that quietly show up on every quote, invoice, and scope you ever generate.
6 min readInviting your team
Add teammates, choose the right permission level for each, and understand what Owner, Manager, Estimator, and Viewer can each see and do.
5 min readEstimating
Turn plans into scopes, takeoffs, and tiered material choices.
The three-stage estimating flow (Takeoff → Scope → Estimate)
BuiltUp splits estimating into three linked stages the way professional estimators actually work. Here's what each stage is for, how they flow into each other, and why running them separately gets you tighter quotes and fewer disputes.
5 min readCreating your first project
Projects are the container for everything BuiltUp does — scope, quotes, invoices, files, messages. This guide walks you through creating one, understanding the status workflow, and knowing what to fill in now vs. later.
5 min readGenerating a scope with AI
Upload a set of plans, write a one-line brief, and BuiltUp's AI Scope Architect builds a full priced scope — rooms, materials, labour, waste factors. Here's how to get the most out of it.
7 min readBuilding a scope manually
When you'd rather build a scope from scratch — or edit what the AI gave you — here's how the scope editor actually works: rooms, components, quantities, waste factors, and the material search.
6 min readUsing the AI Takeoff Analyzer
Upload plans and BuiltUp extracts measurements, counts and areas — with a confidence score on every line so you know what to trust. Then push the ones you're happy with straight into your scope.
6 min readGood, Better, Best material tiers
Every scope in BuiltUp automatically generates three price tiers. Here's how they work, how to control them, and why sending all three to your client is often the right move.
5 min readSuppliers, materials, and BuiltClip
Your price book is the backbone of every accurate quote. Here's how to add suppliers, organise materials, and use the BuiltClip browser extension to import products from any supplier website in one click.
6 min readSales & client
Quote, contract, and collaborate with clients without email chaos.
Generating and sending quotes
Turn your scope into a branded quote the client can review and accept online. Covers the quote builder, PDF preview, sending, and what happens when the client opens it.
5 min readUsing the client portal
Give your client their own login-free web page to view quotes, approve selections, track progress, and message you. Here's how to enable it, what clients see, and how to control what stays private.
5 min readContracts and finish selections
Two smaller features that quietly save hours: digital contracts for your subcontractors and a structured way to collect finish picks from your client without the endless text-message back-and-forth.
5 min readOperations
Suppliers, schedules, subcontractors — keep the job moving.
Scheduling with AI
Turn your scope into a Gantt-style schedule automatically — BuiltUp sequences trades, avoids weekends and weather, and notifies your subs. Includes the weather-aware rescheduling and schedule guard features.
6 min readManaging subcontractors
Add subcontractors to a project, assign them tasks, track their rates and contracts, and share just their slice of the schedule — without giving them a full BuiltUp account.
4 min readMoney & insights
Invoices, payments, profitability, and accounting hand-off.
Invoicing and getting paid
Turn accepted quotes into deposit, milestone, and final invoices — send them, track payments, and reconcile against your accounting. Includes late fee rules and online payment via Stripe.
6 min readFinancial reports (WIP + profitability)
BuiltUp's Financials page shows you revenue, margin, and work-in-progress across every project you're running. Here's how to read the WIP report and the profitability breakdown, and when to download the PDF for your accountant.
5 min readIntegrations: Xero, QuickBooks, Stripe
Connect BuiltUp to the tools you already use — Xero or QuickBooks for accounting, Stripe for online payments, and the BuiltClip browser extension for material sourcing. This guide walks through the setup for each one.
5 min read