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On the recordRead 3 Oct 202621 facts
TopBuilder
On the record
- Bid management
- Users can score bids against company criteria, including job type and industry, and add profitability and payment history through ERP integration.topbuildersolutions.com · read 3 Oct 2026
- Business intelligence
- ContractorBI provides construction-focused dashboards for revenue, project schedules, financial performance, and forecasting.topbuildersolutions.com · read 3 Oct 2026
- Contract terms
- The posted agreement describes an initial one-year term with automatic annual renewal and allows cancellation with a subscription-fee refund within the first 60 days, excluding setup and implementation fees.topbuildersolutions.com · read 3 Oct 2026
- CRM
- The construction CRM centralizes emails, calls, and meetings and supports follow-up tasks, reminders, and customer analytics.topbuildersolutions.com · read 3 Oct 2026
- CRM and marketing
- The CRM centralizes customer emails, calls, and meetings, supports task reminders, and includes targeted email campaigns with performance tracking.topbuildersolutions.com · read 3 Oct 2026
- Data and privacy
- The privacy policy says integrated email and calendar data is used for user-facing features, can be disconnected and deleted, and is not used for advertising.topbuildersolutions.com · read 3 Oct 2026
- Email limit
- The terms state that a customer proposal includes up to 40,000 emails per month, with additional email billed at $0.0009 per email.topbuildersolutions.com · read 3 Oct 2026
- Integrations
- The maker lists integrations including Procore, Acumatica Construction, Sage 100 Contractor, Sage 300 Real Estate, Excel, Word, Gmail, and Outlook.topbuildersolutions.com · read 3 Oct 2026
- Intended users
- The site presents TopBuilder for general and specialty contractors and highlights CFOs, controllers, and construction leaders as ContractorBI users.topbuildersolutions.com · read 3 Oct 2026
- Mobile
- TopBuilder offers a mobile app for iOS and Android for accessing leads, quotes, appointments, and documents while away from the office.topbuildersolutions.com · read 3 Oct 2026
- Mobile app
- The mobile app is free to download, but using its features requires a TopBuilder subscription and login.topbuildersolutions.com · read 3 Oct 2026
- Mobile limitation
- The mobile app syncs with the desktop platform over an internet connection and does not have an offline mode.topbuildersolutions.com · read 3 Oct 2026
- Office integrations
- The CRM page says TopBuilder integrates with Outlook, Gmail, and Excel for scheduling, email records, and proposals.topbuildersolutions.com · read 3 Oct 2026
- Product
- TopBuilder is a connected construction business development platform for managing leads, bids, proposals, customer communication, and revenue opportunities.topbuildersolutions.com · read 3 Oct 2026
- Proposals
- TopBuilder can turn Excel worksheets into proposals and supports quote tracking and electronic signatures.topbuildersolutions.com · read 3 Oct 2026
- Quotes
- The quoting tools use predefined options, quantities, and prices and support electronic signatures for approval.topbuildersolutions.com · read 3 Oct 2026
- Support
- TopBuilder lists phone support at (855) 806-6648 and says its contact team is available Monday through Friday, 8:00 a.m. to 5:00 p.m. Central Time.topbuildersolutions.com · read 3 Oct 2026
- Trial
- ContractorBI offers a 14-day trial with sample data and a limited dashboard set; the trial does not include the 45 prebuilt dashboards available with a paid license.topbuildersolutions.com · read 3 Oct 2026
