Industry: Construction and trades

The job ends. The paperwork follows you home.

Your Virtual Workers draft invoices, follow-ups and client updates from your job notes. You check the details and send.

You
  • Virtual Worker

Virtual Workers

  1. You hand the work to Virtual Worker.
  2. Virtual Worker works in Finance tools, Invoices, Reminders, Docs, Mail and Tickets.
  3. Virtual Worker brings the result back from Finance tools.
  4. Virtual Worker reports back to you.
  • Virtual Workers
  • Or do it yourself

On the web and the desktop app, with Miles on your phone.

For builders, remodelers and tradespeople who run the office themselves.

01Start here

Quotes, invoices and payment follow-ups fill your evenings.

How Backbuild solves it

Paperwork ready for your review.

Your worker drafts invoices and follow-up messages from the details you provide. You confirm the amounts and decide what goes out.

A draft to check, instead of a blank invoice.

Your worker prepares the paperwork. You confirm the details.

  1. You add the completed job notes.
  2. Your worker prepares the invoice draft.
  3. You confirm the amounts.
  4. Your worker drafts the follow-up email.

The outcome

Keep the decisions. Share the preparation.

Your prices, job notes and approval still matter.

02The problem

Invoices go out days after the job is done, so the money comes in later.

How Backbuild solves it

An invoice draft while the job is still fresh.

Your worker prepares the invoice from your completed job notes. You check the amounts before sending.

Keep the invoice close to the job.

Your worker drafts it from your notes. You approve the amounts.

  1. You add the photos and job notes.
  2. Your worker prepares the invoice draft.
  3. You approve the amounts.
  4. Your worker sends the approved invoice.

The outcome

Less writing between finishing and invoicing.

Complete notes and your approval come first.

03The problem

You type the same job details into different systems.

How Backbuild solves it

Carry the job details into the invoice.

Your worker prepares the invoice from the request and job sheet. You check the details before confirming.

Less typing between the request and the invoice.

Your worker prepares the invoice from your job sheet. You check it and approve.

  1. A client emails about a new job.
  2. Your worker adds the client once.
  3. The worker starts the job sheet from that email.
  4. The worker fills the invoice from the job sheet.
  5. You check it and approve.

The outcome

The details stay with the job.

Your worker uses the notes you provide, with your approval for financial changes.

Grow from there

Add the rest of Backbuild as you grow.

  1. Invoices

    Invoices drafted from your job notes.

  2. Mail

    Keep your estimates and client conversations together.

  3. Tickets

    Give every client question a place and a reply.

04The problem

Estimates go out and nobody follows up, so jobs slip away.

How Backbuild solves it

A check-in ready for each open estimate.

Your worker keeps a follow-up date and drafts the next email. You decide when to send it.

Keep each open estimate in view.

Your worker tracks every open estimate and drafts the next check-in. You send it.

  1. You send the estimate.
  2. Your worker sets the follow-up date.
  3. The worker drafts a friendly check-in.
  4. You send it as is or edit it.
  5. The client replies when ready.

The outcome

Keep the conversation moving.

A follow-up gives clients another chance to reply. The decision remains theirs.

05The problem

Clients keep asking when the crew will arrive.

How Backbuild solves it

A clear reply from the current schedule.

Your worker drafts answers to client questions from your job calendar. You check the date and send.

A clear date for the next visit.

Your worker drafts the answer from the job calendar. You approve the reply.

  1. A client asks when the crew will arrive.
  2. Your worker checks the job schedule.
  3. The worker drafts a clear answer with the new date.
  4. You approve the reply.
  5. The client knows the new date.

The outcome

Clients get the date you have checked.

Keep the job schedule current so your worker has the right details.

Put a Virtual Worker on your queue.

Join the design partner program and shape Backbuild with us, or create an account and hire your first worker today.