Builders CRM & Invoicing

Quotes, Stage Billing, Variations & Building Invoice Management

BillMate is purpose‑built for builders. Create detailed building quotes and invoices in minutes. Use progress or stage billing, manage variations (change orders), add materials and labour, VAT/tax, payment terms, site addresses, project references—then export polished, professional PDFs. Convert quotes to invoices in one tap across your building projects.

On‑site invoicing via iOS + full builders CRM from the web.

Your Building Command Center

All the tools builders need to manage quotes, invoices, client relationships, and cash flow—reducing overdue payments and admin time.

Quote‑to‑Invoice

Convert accepted quotes into invoices in one tap—items, rates, taxes, site addresses, and client details carry over automatically.

  • Reusable templates for common building jobs
  • Discounts, deposits, and retainers
  • Terms & conditions per project

Stage/Progress Billing

Bill by milestones or percentage complete with clear references—foundation, framing, roofing, finishing, and more.

  • Percentage or fixed‑amount stages
  • Attach PO numbers and project references
  • Site address on invoices and PDFs

Variations (Change Orders)

Manage project variations as quotes and convert them to invoices while keeping references aligned for audit clarity.

  • Variation numbering sequences
  • Reason notes and approval tracking
  • Separate PDF exports for variation packs

Materials & Labour

Itemise materials and labour lines with quantities, rates, VAT/tax, and categories for transparent building cost breakdowns.

  • Parts, plant hire, and labour rates
  • Tax‑inclusive or exclusive views
  • Per‑line notes and warranty info

Client CRM

Keep customer profiles, project notes, addresses, and lifetime value in one place for repeat work and referrals.

  • Multiple contacts per client
  • Project folders with timelines
  • Activity log and status tracking

Expense Tracking

Track site expenses and view cash flow next to unpaid invoices and revenue for smarter decisions.

  • Receipt capture from phone camera
  • Categories and tax mapping
  • CSV/PDF exports for accounting

BillMate Web Dashboard

Prefer a bigger screen? Access your entire business command center from any desktop browser with our fully synced Web App.

Centralized CRM Dashboard

Manage your client relationships with a bird's-eye view. The desktop dashboard gives you more room to analyze data and manage client details.

  • Complete client database management
  • Visual revenue graphs and metrics
  • Quick-add features for businesses and clients
  • Synced instantly with your mobile app
BillMate Web CRM Dashboard

Detailed Client Profiles

Drill down into specific client details. View history, add notes, and manage billing contacts efficiently on the big screen.

  • Comprehensive client histories
  • Edit business details easily
  • View associated invoices and quotes
Client Details Interface

Desktop Invoicing Suite

Create detailed documents with our powerful web editor

Web Invoices Dashboard
Invoice Management Dashboard
Create Invoice Screen
Advanced Invoice Editor
Invoice PDF Preview
Real-time PDF Preview
Quotes Dashboard
Quotes & Estimates Overview
Create Quote Interface
Quote Creation Tool

Web Expense Tracking

Don't let receipts pile up. Upload and categorize expenses directly from your computer for easier tax preparation.

  • Bulk expense entry
  • Download expense reports as PDF
  • Visual expense breakdown charts
  • Attach digital receipts
Expense Tracking Dashboard
Expense Reporting

Builder Highlights

Built for renovations, extensions, new builds, and maintenance—covering the full building invoice & quote management lifecycle.

Project References
Add PO numbers, project/site references, and contact details for approvals and document control.
Document‑Ready PDFs
Clear itemisation, taxes, deposits, and terms—ideal for client finance teams and lenders.
Multi‑Business
Run unlimited entities with clean separation for documents, branding, numbering, and clients.
Unlimited PDFs
Generate polished PDFs for quotes, invoices, and variations on every plan without limits.
Weekly: £3.99
Monthly: £5.99
Annual: £49.99 BEST VALUE

How BillMate Works for Builders

From first quote to final invoice—manage building invoice & quote workflows with clarity and speed.

Step 1
Create a Building Quote
Start with a template or build from scratch. Add materials, labour, taxes, deposit terms, and site address—then send a professional PDF or link.
Step 2
Manage Variations
Capture changes as variation quotes with reasons and references. Convert to invoices in a tap and keep a clean audit trail.
Step 3
Progress/Stage Billing
Invoice by milestone or percentage complete. Attach PO numbers, project references, and site address for approval clarity.
Step 4
Track Payments & Expenses
See who has viewed and paid. Record expenses per project, export CSV/PDF reports, and keep profit in view.
Step 5
Automate Follow‑ups & Legal Support
BillMate sends polite reminders automatically. Escalate overdue invoices with built‑in legal support tools.

Builder Use Cases

Tailored invoice & quote management for real‑world building scenarios.

Home Extensions

Stage billing across foundation, shell, roofing, electrics, plumbing, and finishing—attach references and variations per stage.

Renovations

Quote detailed materials and labour lines. Convert variations quickly as scope changes and keep PDFs professional.

New Builds

Handle large projects with milestone billing, multi‑business branding, and crystal‑clear client CRM records.

Maintenance Contracts

Repeatable templates for recurring work, rapid invoicing from mobile, and expense tracking for each site.

Why Builders Choose BillMate

Built for independent builders, small teams, and growing construction businesses—serious CRM + invoicing for building projects.

Unlimited
Businesses & Invoices
Professional
PDF Documents
Legal
Support Tools
Priority
Support

Trusted by Smart Building Businesses

Swipe through real stories from builders and related trades. Tap the button below to see the full reviews gallery.

Swipe horizontally to browse reviews →
AJ

Alex Johnson

Freelance Designer

★★★★★
"Creating professional invoices used to take me hours. With BillMate, I send them out in seconds from my phone, and clients pay much faster. A total game changer."
SM

Sarah Miller

Consultant

★★★★★
"The payment tracking is brilliant. I get a notification the moment a client views the invoice, so no more 'I didn't receive it' excuses. My cash flow has never been better."
DR

David Ross

Construction Business

★★★★★
"I run three different companies and being able to switch profiles and invoice from the correct brand instantly is invaluable. The legal support feature is great peace of mind too."
EP

Emma Patel

Marketing Agency

★★★★★
"The automated reminders are my favorite feature. I don't have to have awkward conversations about money anymore; the app handles the chasing politely and effectively."
MJ

Mike Jones

Plumber

★★★★★
"Sending an invoice before I even drive away from the job site is amazing. The templates look professional and it makes my small business look like a big corporation."
LW

Lucy White

Copywriter

★★★★★
"I love that I can track expenses against my invoices to see my real profit. The dashboard gives me a perfect snapshot of my business health every morning."
TB

Tom Baker

IT Contractor

★★★★★
"The multi-currency support is flawless. I invoice clients in the UK, US, and Europe, and BillMate handles the conversions and formatting perfectly every time."
RC

Rachel Clark

Event Planner

★★★★★
"Best invoicing app on the App Store. Simple, clean, and fast. The ability to download PDF reports for my accountant saves me days of admin work at tax time."
GB

George Byrne

Residential Builder

★★★★★
"Stage billing is spot‑on. I can invoice by milestone with clear references and keep variations separate. Clients appreciate the professional PDFs."
NH

Nina Hart

Building Contractor

★★★★★
"BillMate has cut our admin in half. Quotes convert to invoices instantly, and the CRM keeps all site details and contacts organised."

Builders’ Invoicing FAQs

Can I customize the invoice design? +

Yes! Add your logo, choose from professional templates, match brand colours, and set payment terms and footer notes—perfect for building projects of any size.

How do I know if an invoice is viewed? +

BillMate tracks when the client opens your invoice link and alerts you instantly. Follow up confidently and reduce late payments.

Does it support VAT and tax calculations? +

Absolutely. Set custom tax rates (like VAT) and apply them per item or across the invoice. Totals are calculated automatically and clearly itemised on PDFs.

Can I send invoices in different currencies? +

Yes. BillMate supports multi‑currency invoicing. Choose the currency per client and we handle symbols and formatting correctly.

What happens if a client doesn't pay? +

Automated reminders keep things polite and effective. If overdue persists, built‑in Legal Support helps you escalate professionally and recover funds.

Can I use this for multiple businesses? +

Yes, BillMate supports multi‑business owners with separate branding, numbering, logos, and client lists—switch profiles instantly.

Is my data secure and backed up? +

Your data is encrypted with bank‑level security and stored in the cloud. It’s automatically backed up for safe access from any device.

Can I export my invoices for accounting? +

Yes, export invoice and expense data to CSV, PDF, or Excel to share with your accountant or import into other software.

Do you support deposits and retainers? +

Yes. Add deposits or retainers to quotes and carry them through to invoices with clear references.

Start Builder Invoicing with BillMate

Download the iOS app for on‑site invoicing or sign up to the online CRM to manage building invoice & quote workflows from the web.