A complete guide to every feature in BuilderPro — from creating your first project to generating insurance submission packs. Every section links directly to the feature so you can try it yourself.
Your business command center — everything at a glance
See active projects, total contract value, invoiced amounts, and pending approvals in real-time stat cards. One glance tells you the health of your business.
Open DashboardVisual progress bar showing how many milestones are completed, in progress, awaiting approval, disputed, or pending. Know exactly where every project stands.
Open DashboardToggle between This Week, Month, Quarter, Year, or All Time to see how your business performed in any period. Invoiced vs collected breakdowns update instantly.
Open DashboardOverdue milestones, expiring insurance policies, and disputed invoices are highlighted automatically so nothing slips through the cracks.
Open DashboardTotal invoiced, approved, collected, and outstanding amounts. Plus insurance usage percentage so you know your coverage health at a glance.
Open DashboardA prioritized list of milestones that need your attention — awaiting approval, disputed, or ready to mark as paid. Click any item to jump straight to the project.
Open DashboardCreate, manage, and track every construction project
Set up a new project with title, address, contract value, and homeowner email. The homeowner gets an automatic invite email to join and track their build.
Create a ProjectUpdate the title, address, contract value, or homeowner email at any time. Changes are audit-logged so there is a complete paper trail.
View ProjectsMove projects through Draft, Active, Completed, or Cancelled states. Each transition is tracked, and cancellation requires confirmation to prevent accidents.
View ProjectsFind any project instantly — search by name or address, filter by status (active, draft, completed, cancelled), and sort by date, value, or name.
View ProjectsInvite homeowners by email. They get their own login to view milestones, review evidence, approve payments, or raise disputes — full transparency.
View ProjectsGenerate a professional PDF report for any project — includes all milestones, progress, payment history, and activity log. Perfect for record-keeping or sharing with stakeholders.
View ProjectsThe heart of BuilderPro — structured progress payments tied to real work
Add milestones with a title, dollar amount, due date, and description. They appear in order on the project page with a visual progress timeline at the top.
Go to ProjectsUpdate milestone details or remove them entirely. Deletions require confirmation and are audit-logged. Evidence files attached to deleted milestones are cleaned up automatically.
Go to ProjectsUpload photos, contracts, permits, warranties, or variations. Drag and drop multiple files at once with real-time progress bars. Each file is tagged for easy filtering later.
Go to ProjectsClick any uploaded image to open a full-screen lightbox. Navigate between images with arrow keys or on-screen buttons. Perfect for reviewing site progress photos.
Go to ProjectsBuilder requests payment → homeowner reviews evidence → approves or disputes. Every step generates an invoice, sends email notifications, and creates an audit trail.
Go to ProjectsThreaded, timestamped comments on each milestone. Builders and homeowners can discuss issues, share updates, and maintain a clear record of all communication.
Go to ProjectsProfessional invoices created automatically, downloadable as polished PDFs
When a builder requests payment on a milestone, an invoice is automatically created with a unique number, the milestone amount, and a due date. No manual data entry.
View InvoicesEvery invoice can be downloaded as a professional branded PDF — complete with builder details, ABN, homeowner info, line items, and total due. Ready to send or file.
View InvoicesFilter invoices by status (sent, approved, disputed, paid), date range, or search by invoice number. Narrow down to exactly what you need across all your projects.
View InvoicesExport your filtered invoices to CSV for accounting software, tax filing, or custom reporting. One click generates a spreadsheet with all invoice details.
Export NowGenerate a comprehensive PDF report for any project — milestones, payments, evidence count, and full activity log. Perfect for meetings, audits, or record keeping.
View ProjectsOne-click generation of a complete insurance submission pack — builder summary, ABN, active projects WIP table, policy coverage table, and usage analysis. Ready for your broker.
Go to InsuranceEvery file across every project — organized, searchable, and always accessible
All evidence files, contracts, permits, and photos from every project appear in one place. No more hunting through folders or email threads.
Open Document VaultEvery file is tagged — photo, contract, permit, warranty, or variation. Filter the vault by tag to see only what you need. Tags are color-coded for quick scanning.
Open Document VaultImage files show inline thumbnails so you can visually browse through evidence. Click to open the full-resolution lightbox with navigation.
Open Document VaultDrop files directly onto any milestone — supports multiple files at once. A real-time progress bar shows upload status for each file. Supports JPG, PNG, GIF, PDF, DOC, and XLS.
Go to ProjectsTrack policies, monitor WIP coverage, and stay compliant — with BuildVic auto-sync
See all your insurance policies — policy number, insurer, type, coverage amount, expiry date, and status. Active, expiring soon, and expired policies are color-coded.
Open InsuranceConnect your BuildVic portal account and automatically import WIP data and policies. Multi-step: login → MFA verification → data extraction. With retry logic on failures.
Open InsuranceUpdate policy details inline or remove expired policies. Every change is audit-logged for compliance.
Open InsurancePolicies expiring within 30 days show amber banners. Expired policies show red banners. Dashboard alerts surface these prominently so you never lapse.
Open InsuranceVisual breakdown showing coverage amounts for Home Warranty, Professional Indemnity, Public Liability, and Contract Works. See how your total coverage is distributed.
Open InsuranceEmail your complete submission pack PDF directly to your insurance broker from within BuilderPro. The PDF is auto-attached to the email. Track delivery in the audit log.
Open InsuranceStay informed with in-app alerts and email notifications on every important event
Unread count badge in the sidebar. Click to see a chronological list of all notifications — milestone changes, invoice events, disputes, and more. Mark individual or all as read.
View NotificationsAutomatic emails for milestone status changes (requested, approved, disputed, paid), invoice events, and insurance policy expiry warnings. Professional HTML templates.
Go to SettingsGranular per-event toggles — enable or disable email for each event type independently. Keep in-app notifications but turn off emails for events you do not need in your inbox.
Go to SettingsFind anything instantly across your entire account
Always visible in the top nav. Type 2+ characters and get instant results across projects, milestones, invoices, and homeowners. Results are grouped by type with direct links.
Try It NowEvery list page has dedicated filters — status dropdowns, date range pickers, text search, and sort options. Combine them to zero in on exactly what you need.
View ProjectsAll list pages (projects, invoices, users, audit logs) use server-side pagination. Navigate with Prev/Next or jump to any page number. No performance issues even with thousands of records.
View ProjectsFull system control for administrators — users, audit logs, and dispute resolution
System-wide stats — total users, builder/homeowner breakdown, project count, active value, invoice count, milestone count, and disputed milestone count. Quick-link cards to management tools.
Open AdminSearch users by name or email, filter by role. Change any user's role (builder/homeowner/admin) with a dropdown. Activate or deactivate accounts with one click. Paginated list view.
Manage UsersSearchable, filterable log of every action in the system — who did what, when, and from which IP address. Filter by entity type (project, milestone, invoice) or action (create, delete, edit).
View Audit LogView all disputed milestones in one place. See the builder, homeowner, milestone details, and description. Resolve disputes by setting the milestone to Approved, Payment Requested, or In Progress.
Resolve DisputesEnterprise-grade protection for your data and your clients' data
Every form submission is verified with a unique token. Prevents cross-site request forgery attacks.
Login and registration endpoints are rate-limited to prevent brute force attacks and abuse.
X-Content-Type-Options, X-Frame-Options, X-XSS-Protection, Referrer-Policy, and HSTS in production.
File extension and MIME type validation. 16MB size limit enforced. Files stored with randomized names.
HttpOnly, SameSite, and Secure cookies. Sessions expire after 24 hours for enhanced protection.
All user inputs are sanitized with bleach to strip HTML/script tags. Prevents XSS attacks.
New accounts receive a verification email. Unverified users see a persistent banner until they confirm their address.
Production Dockerfile, docker-compose with PostgreSQL + Redis, Gunicorn WSGI server, and health check endpoint.
BuilderPro gives you the tools to manage projects professionally, get paid on time, and stay insurance-compliant — all from one dashboard.
Your builder invites you to BuilderPro. From that moment, you have complete transparency into every milestone, every payment, and every photo.
Join Australian builders who are getting paid faster, staying compliant, and giving homeowners complete confidence.