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 appears on estimates and invoices.

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

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

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 your user 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 you 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.

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 estimate or invoice

By default, estimates and invoices include a customer signature line, but you may want to exclude this information from your estimates or invoices.

Learn how to customize the content of outgoing emails that are sent to your clients when sharing an estimate or invoice through the Probuild app.

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.

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.

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 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.