Adding a Builder Customer

Overview

Builder customers are construction companies that build new homes and need contractors for warranty work, punch lists, and ongoing maintenance. Adding them as customers lets you track their subdivisions, properties, and create invoices for your work.

Why Builder Relationships Are Different

Builders typically:

• Have multiple properties (subdivisions with many homes)
• Need warranty work across many locations
• Want to track work by lot number and subdivision
• May have multiple contacts for different subdivisions
• Require detailed reporting for their records

Step-by-Step Instructions

Finding and Adding a Builder

1. Go to Customers in the main navigation
2. Click "Add Customer" or the + button
3. Select "Builder" as the customer type
4. Search for the builder:
   • Type the company name
   • Select from existing BlueClerk builders if found
   • Or create a new builder entry

Creating a New Builder Entry

If the builder isn't already in BlueClerk:

1. Enter company information:

   • Company name
   • Primary contact name
   • Phone number
   • Email address
   • Business address

2. Add notes about the relationship:

   • How you were connected
   • Preferred communication method
   • Any special requirements

3. Save to create the customer relationship

Automatic Customer Creation

When a builder sends you a job request through BlueClerk and you accept it, they're automatically added to your customer list. This streamlines the process for marketplace connections.

Managing Builder Customers

Viewing Builder Details

1. Go to Customers
2. Filter by "Builder" type if needed
3. Click on the builder to view their profile

Builder Profile Sections

• Overview: Company info and your relationship details
• Properties: All properties associated with this builder
• Subdivisions: View their subdivision structure
• Jobs/Tickets: Work you've done for them
• Invoices: Billing history

Adding Properties for Builders

Builders often have many properties. You can:

1. Add individually: Create properties one at a time
2. Through subdivisions: Add properties within their subdivision structure
3. Via job requests: Properties are created when accepting work

Builder-Specific Settings

Payment Terms

Set default payment terms for this builder:

1. Go to the builder's profile
2. Click "Settings" tab
3. Set payment terms:
   • Due on Receipt
   • Net 10
   • Net 15
   • Net 30

Tax Settings

Some builders may be tax-exempt:

1. In Settings tab, find "Tax Status"
2. Toggle tax exemption if applicable
3. Note: May require documentation

Notes

Keep track of important builder-specific information:

• Preferred scheduling windows
• Contact procedures
• Insurance requirements
• Special billing instructions

Tips

• Store multiple contacts for large builders - different people handle different subdivisions
• Note their preferred communication method
• Set payment terms upfront to avoid confusion
• Track which subdivisions you're approved to work in
• Keep your builder contact information current

Common Questions

Q: What's the difference between a builder customer and a business customer? A: Builder customers have access to subdivision features and warranty tracking. Business customers are commercial entities without the new construction workflow.

Q: Can I work for multiple subdivisions under one builder? A: Yes, a single builder customer can have many subdivisions, and you can track work across all of them.

Q: How do I track warranty work for builders? A: When creating tickets for builder properties, the work automatically associates with their subdivision and warranty records.

Q: What if a builder has properties outside of subdivisions? A: You can add standalone properties for builders, but most builder work typically flows through their subdivision structure.

Related Articles

• Adding a Homeowner Customer
• Managing Contacts
• Managing Subdivisions (Builders)