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How a branch runs on BuildMapper. Free guides, no sign-up.

34 guides for the manager who sets up the territory and approves the week, and for every rep who works the leads. Most take five minutes.

Start here · Manager

New manager? Read these three, in order.

Territory first, then the weekly loop, then the score your reps will ask about.

Start here · Rep

New rep? Start with these.

Your Monday list, Scout, and the pipeline. Twenty minutes, then go call someone.

Start here · Trade

Sell your own trade? Start here.

The first ten minutes, when to call, and what to say.

Run the branch

8 guides

For the manager: set up your territory, load your customer file, see the jobs you are not on, and approve Monday's leads.

Set up your territory and load your customer file

Seven questions and one spreadsheet. Where you sell, what you sell, and who already buys from you. Every number on the Territory page is measured against these.

7 min read

Reading the gap: your accounts, the leak, and the zones

What each tab on the Territory page is telling you, what the dollar figures are and are not, and the one thing to do first.

6 min read

The free coverage check, and what happens to your file

Drop a customer list, get the leak report on the same page. No account, no card, and the file is deleted after it is read.

3 min read

Assign Monday's leads in Team Flow

Every new permit in your scope, grouped by the rep who should work it, with the reason on each one. Nothing reaches a rep until you assign it.

7 min read

Who gets which lead: scope, zones, fit and rotation

The Routing tab is where you tell Team Flow which permits are yours, who takes leads, what each rep takes, and which names your customer file uses for them.

6 min read

Accounts: who owns which builder

Ownership is what routes a builder's next permit to the right rep. The Accounts tab shows it, finds two reps on one builder, and moves leads without losing anything.

4 min read

Reading the Performance tab

How your reps are moving leads: four numbers, a throughput chart, a funnel per rep, what changed this week, and every lead that has gone quiet.

4 min read

Seats, roles and the join code

Create the team, invite reps by email or with a code, set who manages, and know what is shared and what stays each rep's own.

4 min read

Work the leads

12 guides

For every rep: your Monday list, Scout on your phone, the first call, the quote, and the pipeline.

Your first week as a rep on BuildMapper

Your manager set the territory. Your Monday leads arrive scored, with the reason. Here is the loop: read, call, quote, move the card.

6 min read

Scout on your phone: the morning brief

Connect Scout to your number and the day's leads arrive by text with the message already written. You send it. Reply in plain words and the pipeline keeps up.

5 min read

The first call, when you sell material

The builder needs lumber, windows, flooring or appliances in the next few weeks and has not ordered yet. Two minutes of homework, one honest opener, and a voicemail that gets returned.

6 min read

A quote from the plans in ten minutes

Describe the job or drop the plan set, let the line items draft from the price book, send a private link, and the amount lands on the pipeline card when they accept.

6 min read

Draft a first-contact email in 30 seconds

Six templates for where the deal is. Pick the moment, add a line of context, read it, send it. Every draft is logged on the lead.

4 min read

Clear the bell every morning

The bell is the morning huddle: what changed overnight, sorted so you act instead of scroll. Start on Stale.

3 min read

BuildMapper on your phone, between jobs

Add it to your home screen and it runs like an app: the same scored pins, the same Scout, the same pipeline, in the ten minutes before your next stop.

3 min read

Read a project the way a closer does

Behind every pin is a full project record. How to read it in ten seconds and act without leaving the panel.

4 min read

Filtering the map down to your top 10

Thousands of new permits land every week. Stack a few filters so the map shows only the ones worth a call this morning.

6 min read

Asking Scout the right questions

Scout, your AI assistant, reads your live, scored permits. Ask the right way and you get a permit table you can act on, not a paragraph.

6 min read

Move deals through the pipeline

Drag deals from stage to stage, find what needs you today, and keep old leads from going cold.

6 min read

Team Chat: tag the job into the message

Channels, direct messages, threads and files for the branch, with the project, builder or quote tagged right into the message so whoever reads it opens the real thing.

4 min read

The tools

5 guides

Project Data, Product Brain, Quotes through Invoices, Jobs, Calendar, Connections, and what plugs into your ERP and CRM.

Product Brain: your price list in plain English

Drop price lists, spec sheets and catalogs. Ask a question, get the exact price with the source file cited, and never a guess.

5 min read

Quote → Contract → Invoice → Job

One record from the first price to the last dollar. What each step carries into the next, who signs what, and the client link that never shows money.

7 min read

Import your contacts and watch the builders you know

Upload your address book once, let BuildMapper match each name to the builder pulling permits, then star the ones whose next permit you want to hear about.

4 min read

Subscribe your calendar (Google, Outlook, Apple)

One private, read-only link, added once. Every site visit and follow-up you create in BuildMapper shows up in the calendar you already live in.

3 min read

ERP Connect, Salesforce Sync, the API and webhooks

Read-only beside every ERP mention. What is live, what is next, what is a CSV, and what the API gives a developer.

6 min read

Playbooks

3 guides

When each trade buys, how to read a permit, and what to say on the phone.

Timing your outreach: when each trade buys

Every trade has a best time to call, counted from the permit date, and the material for it is decided about two weeks before that. Call before the window, not after it has passed.

7 min read

The first call: turning a permit into a conversation

Two minutes of homework, one honest opener, and a voicemail that gets returned. The full script.

6 min read

How to read a building permit

Filed vs. issued, declared value, permit class, and who is who on the paperwork. The fields that matter and the ones that mislead.

6 min read

Reference

4 guides

How the score is worked out, questions to ask Scout, a glossary, and straight answers.

How the fit score works

Five groups, nine factors, scored out of 100, no black box. The exact math behind every Hot, Warm, Prospect, and Watch pin.

6 min read

Questions to ask Scout

Copy-and-paste questions for Scout, your AI assistant, that get tables, not paragraphs. Grouped by job: finding leads, comparing areas, and working the pipeline.

3 min read

Permit & pipeline glossary

Every term you will meet in BuildMapper and on the permit paperwork itself, in plain language.

8 min read

Frequently asked questions

The five questions every manager asks us, then the ones every rep asks in week one. Straight answers.

5 min read

For trade contractors

2 guides

The same map and Scout, for a crew that sells its own work.

Your first 10 minutes in BuildMapper

Set the area you cover, tell us your trades, and turn your first Hot pin into a lead in your pipeline. The whole loop, start to finish.

8 min read

A company profile that wins callbacks

Your public page is what a homeowner or builder sees when they look you up after your voicemail. Get it to 100% once and it works on every lead.

5 min read

Reading about it is the slow way. See your area on the map today.

Every permit in your area, scored for what you sell, with Scout and the pipeline open for the whole trial. 25 project views or 14 days, whichever comes first, no card.

Run a branch? Drop your customer list on the free coverage check and see which of your own customers are building without you. No account needed.