As a new Probuild user, you'll want to customize your business profile to fit your unique needs, such as adding your own logo, modifying your business name and address, or setting your payroll schedule.

Probuild will help your team share information, photos, documents, and comments in real time. Find out how to add and invite new users so that you can leverage its collaborative power.

With Probuild, you can manage all aspects of your projects from anywhere, at any time. Find out how to leverage the power of project feeds to keep your team organized, efficient and collaborative.

Quickly create and share estimates and invoices that'll knock your clients' socks off!

Depending on where your business and/or clients are located, you may wish to change the way certain information is presented on estimates and invoices.

Depending on where your business and/or clients are located, you may wish to change the way certain information is presented on estimates and invoices.

Depending on where your business and/or clients are located, you may wish to change the way certain information is presented on estimates and invoices.

Learn how to customize your business profile to ensure your estimates and invoices are branded with your company information, including custom logo, team email address, and team phone number.

Some business owners have multiple businesses that they manage. Probuild allows you to keep those businesses separate within the app.

Learn how to delete your business account from our system.

Customize your business settings to control who has access to what information.

Learn how to add extra details, such as a business or tax number, to your business profile. This will ensure that your estimates and invoices contain all of your necessary company information, alongside your name and address.

Learn how to set up online payments by connecting your Stripe account from app settings. Once connected, you can accept online payments directly through your invoices.

Learn how to connect Probuild to your QuickBooks Online account so your clients, estimates, invoices and payments sync automatically.

After adding a new user to your team, you may find the need to resend them the personalized invite link.

Learn how to delete a user from your business and block their access to your business information.

After creating your probuild account, you may want to change information in user your profile.

As an Admin, you may want to change information in a user's your profile after they've been added to your team.

You can track payments made by your client(s) directly on an invoice, allowing you to quickly generate an updated copy that shows payment status and outstanding balance (if any). The updated invoice can be then be sent directly to your client(s). Once the invoice has been paid in full, a copy of the invoice clearly indicating that it has been “fully paid” can be sent to your client(s) for their records.

After line items have been added to an estimate or invoice, you can still change the order in which the items appear to suit your needs.

Sometimes you may want to provide your clients with an estimate or invoice that doesn't list individual item prices, but instead prefer to show only the final totals. The following guide will show you how to do this.

When you send out an estimate or invoice through the Probuild app, you may wonder: Has my customer opened my email yet? Thankfully, our product gives you real-time email status notifications.

Access a timeline showing the detailed history of when an estimate or invoice was created, sent, opened, and signed.

There may situations in which you’re required to add a markup to the cost of your labor or materials, but without bringing it to the client’s attention.

Learn how to add a discount to an estimate or invoice.

Learn how to change the tax rate on an estimate or invoice

Learn how to create a copy of an existing estimate or invoice

By default, estimates and invoices include a client signature line, but you may want to exclude this information.

Probuild allows you to add client signatures to your estimates and invoices, providing you with a record of agreed facts before and after a project is completed

Learn how to convert an estimate into an invoice.

Adding photos to your estimates and invoices can make your estimates more clear, as well as make your company look more professional.

Learn how to export your estimates and invoices list as a CSV file.

Learn how to download a PDF of your estimate or invoice that you can store locally on your device

When an estimate or invoice is posted in (or linked to) a project, you can choose to have the name of that project made visible on the document you share with your customer.

Learn how to enable online payments on an invoice so your clients can pay you directly online via a secure Stripe payment link.

Learn how to include payment processing fees on your invoices and adjust the fee percentage. This allows you to pass Stripe processing costs on to your clients.

When a user creates a new project post, they are given the opportunity to specify who is able to see the post. However, you may want to change the visibility of an existing post at a later date.

Learn how to edit a post you've made within a project feed.

Learn how to delete a post within a project feed

Learn how to delete a project from your business.

Projects give you the ability to keep everything for a given project organized in one place. One thing that you can add to a project is an Estimate or Invoice.

By having your employees clock in to the appropriate project in the timesheets module, it will allow you to see how much time each employee spends on a given project.

After you have created a project, you may wish to add more users to it.

Learn how to export photos from a post within a project feed

This guide will show you how to add a file attachment, such as a PDF, to a project feed.

Learn how to share file attachments, such PDFs, from a post within a project feed

If you've created an estimate or project outside of a project, you can still add it a project post so that it appears in the project feed.

Learn how to use project search and filtering to sort and browse projects by status.

Learn how to archive a project so that it is no longer always visible in your project list.

View an employee's timesheet

Learn how to edit an existing timesheet

Employers can view a map showing the GPS location of their employees when they are clocked in.

Some businesses pay their employees weekly, some pay them monthly, and others pay them bi-weekly. Learn how to change the pay-period of your business.

Learn how to clock in and out.

If you (or a user in your team) are experiencing difficulty getting Probuild to track their real-time location while clocked in to the timesheets module, there may be an issue with the configuration of your device's location services. This guide will show you how to configure your location services.

We make it easy to create professional looking estimates and invoices that include your company's contract terms.

Appending a contract to the end of your estimates and invoices can make you look more professional and help you win more jobs. Luckily we have streamlined the ability to save contracts that can be appended to your estimates and invoices.