Everything in Tiers 1 and 2, plus the closed-loop builder pipeline — lead to signed contract, with AI doing about 80% of the heavy lifting.
Residential builders running multiple jobs who want the pipeline to run itself.
The closed loop — AI does about 80% of the heavy lifting.
This is the heart of Tier 3. From first enquiry to signed contract, BuildRocket runs the whole pipeline and the AI carries most of the load: it qualifies the lead, keeps it warm, writes the scope, prices the estimate, presents the quote, shares a client portal, drafts the trade RFQs and captures the signatures. You review and approve at each gate — the return on your time is immense.
- Lead Questionnaire — a link captures a prospect into a pre-filled job
- Nurture CRM — keeps every lead warm with the right follow-up, on time
- Scope Writer — turns plans and notes into a builder-grade scope
- Estimate & Selections — your rates price it; the client picks finishes that price themselves back in
- Action Plan — one branded quote presentation, nothing retyped
- Client Portal — a private save-to-phone window for the client
- RFQ & Award — draft trade requests, award the winner, trigger the emails
- Native Signing — the client signs the quote in-house, no third-party e-sign
- You’re a residential builder carrying several jobs at once.
- You’re tired of stitching the lead-to-contract journey across a dozen apps and your inbox.
- You want the system to do the typing so you can review, approve and build.
Tier 3 keeps everything below it and adds the full builder spine as one connected loop. From the first enquiry to a signed contract, BuildRocket runs the pipeline and the AI does most of the work — you review and approve. Every step hands the next its data, so nothing is re-keyed.
Everything in Tiers 1 and 2 — the full foundation and every trade pack — carries up. Tier 3 adds, on top:
The builder pipeline
Engages a new client professionally — agreement and onboarding before site work.
Turns plans and briefs into a full builder-grade scope of works, room by room.
Prices the scope off your live rates, then re-stamps the latest numbers before a firm quote.
Drafts supplier orders and bundles contract, scope, schedule and disclosures into a client-ready pack.
Win-the-work, automated
Assembles scope, price, selections and a why-choose-us story into one branded PDF.
A private link the client saves to their phone — quote, schedule, files, selections and trades.
Your good / better / best library; Scope Writer fits the right product to every element.
Carried up from Tiers 1 & 2
Brand, numbers, media, hiring, ops, compliance — and every building-trade and service pack.
What these terms mean
- CRM — Customer Relationship Management
- Your keep-warm system. It holds every lead and prospect and prompts the right follow-up at the right time, so good jobs don’t go cold while you’re on the tools.
- Scope of Works
- The full written list of everything included in a job, room by room — what the client is paying for and what the trades are quoting against.
- RFQ — Request for Quote
- A pricing request you send to your trades. BuildRocket drafts a personalised one per trade, attaches the right files, and helps you collect and compare their numbers.
- Action Plan
- Your branded quote presentation: scope, price, selections and a “why choose us” story assembled into one client-ready PDF.
- Client Portal
- A private link your client saves to their phone to see their quote, schedule, files, selections and the trades on the job — upfront clarity, kept current automatically.
- Engagement Pack
- Contract Pack Builder
- Scope Writer
- Refresh Prices
- Material Ordering Assistant
- Standard Inclusions