What can we help
you build today?
Clear, practical guides for setting up BuildFlox, managing your customers, and moving work from the first project to final payment.
Help for every part of the job
Choose a topic to find the screens, fields, workflows, and actions you need.
Getting Started
Create an account, join or create a company, understand your Dashboard, and navigate BuildFlox.
Customers
Add individuals and businesses, manage contact details, create projects, and review customer activity.
Projects
Organize customers, locations, scope, files, proposals, work orders, and project financials.
Proposals
Build scope and pricing, send proposal PDFs, collect responses, manage revisions, and create work orders.
Work Orders
Assign crews, schedule work, follow checklists, capture field evidence, complete jobs, and hand them into billing.
Invoices & Payments
Create invoices, follow balances, record payments, share payment links, and review customer statements.
Expenses
Record company and project costs, scan receipts, organize vendors, and understand profitability.
Reports
Analyze pipeline, delivery, customers, work orders, cash flow, expenses, and project profitability.
One connected workflow
BuildFlox keeps each stage connected. Start with the customer, organize the job as a project, define the work, and carry it through billing and payment.
Explore the workflow- 1Customer
- 2Project
- 3Proposal
- 4Work Order
- 5Invoice
- 6Payment
Talk with the BuildFlox team.
If the guides do not answer your question, send us a note and we’ll help you find the right next step.