YOUR CRM

PROJECT & CLIENT MANAGEMENT

Kanban boards, Gantt charts, task management, and team collaboration — all inside BuildRightPros. Track every client, project, and deadline in one place.

Visualize Every Job at a Glance

Drag and drop jobs through custom stages — Lead, Quoted, Scheduled, In Progress, Complete. See your entire workload at a glance. Nothing gets lost. Nothing falls through the cracks.

  • Custom pipeline stages for your workflow
  • Drag-and-drop cards as work progresses
  • Assign cards to team members
  • Add notes, files, and due dates to any card
Open Kanban Board →
Lead
Troy Aikman — Kitchen Remodel
Margaret Thatcher — Deck Build
In Progress
Dan Marino — Bathroom Addition
Nolan Ryan — Roof Replacement
Complete
Michael Scott — HVAC Install
Client Wk 1 Wk 2 Wk 3
Troy Aikman
Michael Scott
Dan Marino
M. Thatcher
Nolan Ryan

Map Your Schedule, Spot Conflicts Early

See every project on a timeline. Know exactly which jobs overlap, which crews are free, and when you can take on new work. Stop double-booking by accident.

  • Visual project timelines with drag handles
  • Milestone markers for key deadlines
  • Crew and resource scheduling view
  • Export timeline for client presentations
View Gantt Timeline →

Assign Work. Track Progress. Get It Done.

Create tasks, assign them to your crew, set due dates and priorities. Everyone knows what they need to do and when — no more "I didn't know" moments on the job site.

  • Tasks with subtasks, priorities, and deadlines
  • Assign tasks to any team member
  • Set recurring tasks for weekly/monthly ops
  • Get notified when tasks are completed
Open Task List →
Send proposal — Apex Plumbing Mar 12
Schedule crew — Ridge Roofing Mar 14
Follow up — Volt Electric quote Mar 16
Monthly review — all active jobs Mar 31
JT
Jake Turner Lead Installer — 3 active tasks
On Site
SR
Sara Reynolds Estimator — 2 quotes pending
In Office
TA
Troy Aikman (Client View) Kitchen Remodel — progress visible
Client

Your Crew and Clients, All in One Place

Invite your team, assign roles, and control who sees what. Share controlled project views with clients so they see progress without accessing your internal ops. Build trust and reduce "where are we at?" calls.

  • Unlimited team members on your plan
  • Role-based permissions (admin, editor, viewer)
  • Client portal — share progress without full access
  • Comment threads on cards and tasks
Manage Your Team →

Know Your Numbers. Make Better Decisions.

See how many projects are active, overdue, or complete at any moment. Track completion rates by crew member. Identify bottlenecks before they cost you money.

  • Dashboard overview of all active projects
  • On-track vs overdue status at a glance
  • Workload view per team member
  • Completion history and activity logs
View Your Dashboard →
Active Projects 12
On Track 9
Overdue 2
Completed This Month 7
Completion Rate75%

Your project board is ready.

Log in and start organizing your business today.