Builder help

Find your way around the dashboard and sidebar, work through the setup checklist, and open the designer.

Create your account, verify your email, start a Builder or Pro trial, and finish the five-step workspace setup.

Create, edit and validate the starting designs and options your public configurator offers customers.

Replay the designer tour, open the build guide, search commands with ⌘K, see keyboard shortcuts, and contact support.

The designer has three workspaces, Design, Estimate and Build docs, each with its own tabs.

Describe changes in plain words, pin a wall for placement, attach a reference photo, and review or undo what each reply changed.

Use the Build, Exterior and Site tabs of the properties panel to set the building type, size, roof, siding and foundation.

Place doors and windows on a wall, drag them in 3D, edit their size and style, and add dormers and skylights.

Attach a porch, carport or pergola to one wall and an entry porch to another, or design a freestanding one.

Use the Interior tab to add partitions, closets, finishes, insulation, a loft, fixtures, electrical and a mini-split.

Switch between Framing, Finished and Inside views, change the scene and lighting, measure, and turn a snapshot into an AI photo.

Open the Alerts drawer to see code and engineering issues in plain English, then fix them with one click or by hand.

How autosave works, how to undo and redo, what to do after a save conflict, and how to duplicate, archive and template designs.

Create a public link that shows the outside of a design, embed it on a site, post it to Reddit, or turn sharing off.

Read the priced materials list, labor and margins in the Estimate workspace, and the Bill of Materials on a project.

Pick your default retailer, refresh live prices for your metro, and override any material price with your own.

Set your labor cost, crew size and margins, calibrate the hours to your crew, and override them on one project.

Find the framing drawings, print shop drawings, and download the plan set and floor plan for your design.

Read every framing cut, the lumber buy list and sheet layouts, and set your kerf, offcut and stock lengths.

Work through your design phase by phase with steps, safety notes, drawings and the cut list, and track your progress.

Download your design as 2D DXF or SVG drawings, or as a GLB, OBJ or STL 3D model of the framing or the finished building.

See every lead and job by stage, filter the board, add a project by hand, and move work from New Lead to Complete.

Use a project's tabs, design versions and actions to run a job from design to completion.

Build a quote from the project's design, set package options, payment schedule and terms, then email or publish it to your customer.

The public quote page your customer opens from your email, and how they accept, request changes or decline.

Add a priced change to a sold job, send it for your customer's approval, and set your master contract and change-order cap.

Claim a lead from a bid invite, price it with a quote, submit your bid and message the homeowner.

Keep a subcontractor directory for your quotes, and send subs trade-scoped, read-only links to a project's plans.

Import local builders who receive bid invites for your leads, track their status, and suspend or unsuspend them.

Manage milestone invoices on a sold job, send pay links, track payment progress, and connect your own Stripe account.

Set up Stripe Connect, then sell a project's design as a plan set with a share link, price and fee breakdown.

Give a sold job a start date and see every scheduled build on a monthly or weekly calendar.

Where homeowners see their design, follow quotes and payments, ask for changes, and compare bids.

Use the permit wizard on a sold project to build county forms, a plan set and a filing guide, and set your plans and permitting fees.

Upload a survey or draw the lot, place the building and nearby features, set setbacks and wall directions, then confirm it for the permit.

Copy the embed code for your configurator, set what visitors see, and choose what the lead form asks for.

Set your logo, colour and button text, change your subdomain, connect a custom domain, and control search visibility.

Put a free preview of a catalog shed or coop plan on your own site, with the credit line that comes with it.

Invite teammates on Pro, choose what each role can do, manage pending invitations and switch between workspaces.

Compare the Builder and Pro plans, understand the free trial, upgrade, and fix a failed payment.

See how your quotes convert on Pro, and send configurator traffic to your own PostHog or Google Analytics.

Change your name, password and measurement units, connect an AI agent, replay the tour, and find notifications and sign out.