Financial Management

Streamlined Financial Workflows

Change orders, invoices, purchase orders—construction financial management is complex. BuildTools streamlines every workflow with clear status tracking, easy approvals, and complete audit trails.

BuildTools change order management showing approved changes with pricing and project relations

Financial Chaos Costs Real Money

If any of these sound familiar, you're not alone.

  • 1

    Change orders stuck in approval limbo for weeks

  • 2

    No clear status on which invoices have been approved or paid

  • 3

    Lost or disputed change orders leading to unpaid work

  • 4

    Manual tracking of financial documents in spreadsheets

  • 5

    Difficulty reconciling project finances with accounting

The Solution

Complete Financial Control

BuildTools gives you one system for all project financial management. Create, track, and approve change orders. Process invoices. Connect everything to your budget and accounting system. Never lose track of money again.

47
Change orders managed per project
$60K+
Total CO value tracked
75%
Faster approval cycles

Powerful Features for Financial Management

Everything you need to manage financial management effectively.

Change Order Management

Create, track, and approve change orders through a clear workflow. Draft, Pending, Approved, Rejected—always know the status of every CO.

Digital Approvals

Send change orders for client approval electronically. Capture digital signatures and maintain a complete approval record.

Cost Code Integration

Every change order links to specific cost codes. Budgets update automatically when changes are approved.

Invoice Processing

Receive, approve, and track vendor invoices. Connect invoices to purchase orders and budget line items.

Complete Audit Trail

Every financial transaction is logged with timestamps, approvals, and related documents. Perfect record for disputes or audits.

QuickBooks Integration

Sync approved invoices and financial data with QuickBooks Online or Desktop. Eliminate double entry and keep books current.

See It In Action

Real interface, real data, real results.

BuildTools change order management showing approved changes with pricing and project relations

Why Builders Choose BuildTools

Real benefits that impact your bottom line.

Faster Approvals

Digital workflows mean faster client approvals on change orders. No more waiting on paper documents.

Never Miss Revenue

Every change order tracked from creation to payment. Nothing falls through the cracks.

Simplified Reconciliation

Project financials stay in sync with your accounting system. Month-end closes become straightforward.

Dispute Protection

Complete documentation of every financial transaction. Protect yourself with indisputable records.

How Builders Use This Feature

Real scenarios from real custom home builders.

1

Client Requests a Change

Create a change order, price the work, and send it for client approval—all within BuildTools. Capture their digital signature and get started.

47 change orders managed on a single project

2

Invoice Processing

Receive a vendor invoice, match it to the purchase order, approve for payment. Invoice automatically updates budget actuals and syncs to QuickBooks.

Streamlined payables workflow

3

Financial Reconciliation

Review all pending change orders and unpaid invoices. Ensure nothing is stuck and cash flow projections are accurate.

Clear financial visibility

"Managing change orders used to be a nightmare—papers everywhere, approvals lost. Now everything is digital, tracked, and connected to our budget. We've captured thousands in revenue that would have slipped through."

Jennifer Walsh

Walsh Building Co.

Frequently Asked Questions

Common questions about financial management.

How do clients approve change orders?

Clients receive an email with the change order details. They can review, ask questions, and approve with a digital signature—all online without printing or scanning.

Does BuildTools connect to QuickBooks?

Yes! BuildTools integrates with both QuickBooks Online and QuickBooks Desktop. Approved invoices, payments, and financial data sync automatically.

Can I track change orders by category?

Absolutely. Every change order links to cost codes. You can see total changes by category, cost code, or across the entire project.

Ready to Transform Your Financial Management?

See how BuildTools can help your business save time, reduce errors, and build more profitably.