BuildLedger takes a job from lead to paid: clients, quotes, change orders, expenses, invoicing, and payments — with your invoices, payments, and deposits flowing straight into QuickBooks Online.
Purpose-built for contractors, trades, and custom-work shops — not a generic CRM.
Track leads and customers through a pipeline built for project work, from new lead to closed job.
Build detailed quotes and change orders, capture approvals, and keep a full revision history.
Manage active jobs, milestones, and deposit schedules, and log expenses against each project.
Send invoices and collect payment by card or ACH bank transfer, with clear fee handling.
Invoices, payments, and daily bank deposits reconcile automatically to your QuickBooks company.
Clients approve quotes, view job status, and pay invoices online through a secure portal link.
Connect your QuickBooks Online company once. BuildLedger keeps customers, invoices, payments, and bank deposits in sync automatically — so your books match your jobs without double entry. You stay in control and can disconnect at any time.
BuildLedger is set up for each business individually. Reach out and we’ll get your workspace provisioned and connected to your QuickBooks Online and payment accounts.
Contact us to get started