iBuildPro: Contractor CRM

iBuildPro is the all-in-one operating platform for residential and light-commercial contractors — remodelers, general contractors, siding/roofing/window companies, pool builders, and home improvement businesses with 3 to 50 employees. CRM, sales pipeline, estimates, contracts, project finance, production scheduling, lender draws, customer and salesperson portals, team chat, and AI automation — in one app. No more juggling spreadsheets, point tools, and email threads. — CRM & SALES — • Unified contact records (individual or company) • Multi-stage pipelines with locked system stages • Dispatch Dashboard: action-first 4-lane Kanban • Per-appointment call / SMS / WhatsApp from a card • Multi-channel reminders routed by customer preference • Built-in 8h "Confirm now" customer confirmation flow — ESTIMATES & CONTRACTS — • Estimate Builder V3 with AI-assisted scope generation • Drag-resize line item grid, auto-recalculating totals • One-click portal sending and customer e-signing • Multi-signer agreements (spouses, co-owners) handled natively • Change orders as first-class entities • Per-state compliance fields and rescission tracking — FINANCE & ACCOUNTING — • Payment phases tied to every contract (no orphan invoices) • AR collections, bills, bill payments, credit memos, refunds • Bill Review Queue (Kanban between entry and payment) • QuickPay dialog with overpayment controls • Customer statements (single or bulk) • Bank reconciliation with AI-matched bank lines • Bi-directional QuickBooks sync (optional) • Project P&L, customer AR, vendor AP — LENDER DRAW MANAGEMENT — • Lender programs with per-program doc checklists • Funding Pipeline dashboard with inline doc status • Configure Draw Schedule per project (Gantt → draw amounts) • Draw Package Builder (contract + photos + lien waivers) • Send-to-Lender one-click email • Cross-company lender reference guard — PRODUCTION & SCHEDULING — • Project Summary master list with PDF + Excel export • Per-project tabbed view: info, finance, schedule, docs, photos, chat, audit • Full Gantt chart: drag, resize, dependencies, zoom, milestones, templates • Schedule items linked to payment phase draws ($ badges on bars) • Realtime updates via Supabase Realtime • Reminders by in-app, email, SMS, and WhatsApp — CSAT SIGN-OFF — • Per-scope customer signatures required before project closes • Branded sign-off email with project lead's photo + note • Typed or drawn signatures, mobile-first • Auto-completion when final signature lands — TEAM COMMUNICATION — • Unified Communication tab: SMS, WhatsApp, portal chat, internal chat in one thread • Project chat with reactions, typing, message annotations • Per-tenant Twilio numbers with shared A2P 10DLC brand • Audio + video calling via 100ms — PORTALS — • Customer Portal: proposals, invoices, payments, docs, chat, photos, schedule • Salesperson Portal: leads, calendar, commissions, estimate creator, file uploads • Token-authenticated magic links — no passwords for clients — AI ASSISTANT — • Natural-language chat over your own data (role-aware) • AI estimate generation from plain-English scope • AI bank statement reconciliation • AI WhatsApp summary • PM Dashboard insights with 9 rule-based signal patterns • Site Health Board with per-project insight feed — DATA IMPORT — • Quickbase, JobNimbus, JobTread, Buildertrend, AccuLynx, Procore: bring your data in minutes • AI-assisted column mapping (Claude Sonnet) for any CSV • Multi-tenant export filtering • Idempotent re-imports with full audit trail — ENTERPRISE-GRADE FOUNDATIONS — • Strict tenant isolation (row-level security) • Soft-delete with audit trail on every financial record • Pagination-safe queries • Timezone-aware (per-company default) • Activity tracking with idle detection iBuildPro is a standalone system. GoHighLevel, QuickBooks, Twilio, Resend, Google Calendar, and Anthropic AI are optional integrations — never prerequisites. For contractors outgrowing spreadsheets and point tools.