We’re Here to Help

Visit app.build-folio.com/signup and create your account. The Free plan requires no credit card. For Professional, you get a 14-day free trial.

Most contractors are up and running in under 30 minutes. Our onboarding wizard walks you through connecting your phone number, customizing templates, and embedding the lead capture widget.

BuildFolio works great for HVAC, roofing, plumbing, electrical, landscaping, painting, solar, and general contractors. Any home service business that sends quotes and invoices.

Yes. Email support@build-folio.com with your CSV file and we’ll help you import your customers, leads, and job history.

Yes! All Pro users get a free 30-minute onboarding call. Email us to schedule at a time that works for you.

Free: $0/month — Lead capture (50/month), job hub, invoicing, financing widget.
Professional: $39/month — Everything in Free plus AI Photo-to-Quote, unlimited photos, SMS automation, invoice reminders, and QuickBooks sync.

Yes. Pro includes a 14-day free trial with full access to all features. No credit card required to start.

No. BuildFolio has no setup fees, no contracts, and no hidden costs. You only pay the monthly subscription.

Absolutely. There are no long-term contracts. Cancel with one click in Dashboard → Settings → Billing. You’ll keep access until the end of your billing period.

Go to Dashboard → Settings → Billing and click “Upgrade to Pro.” Your 14-day trial starts immediately.

We accept all major credit cards (Visa, Mastercard, American Express, Discover) through our secure payment processor, Stripe.

Upload photos of the job site and our AI analyzes them to generate a draft estimate with line items. You review, adjust pricing for your market, and send. Most quotes take under 60 seconds.

AI-generated estimates are typically 85-90% accurate. They’re a starting point — you always review and edit before sending to customers. You stay in control of every quote.

Yes! BuildFolio is 100% mobile-friendly. Manage leads, send quotes, track jobs, and collect payments from anywhere.

Yes. Pro plans include QuickBooks Online sync. Currently this is manual (you click to sync invoices). Automatic two-way sync is coming in a future update.

The financing widget shows your customers monthly payment options powered by our partner lenders. You’re not a lender — it’s just a “See monthly payments” button that helps close bigger jobs.

The widget collects name, phone, email, address, service type, photos, and an optional message. All fields are customizable. Embed it on your website with one line of code.

Click “Forgot password” on the login screen, enter your email, and follow the reset link. If you don’t see the email, check your spam folder.

Yes. BuildFolio uses bank-level encryption (256-bit SSL) for all data in transit. Your data is stored on secure servers with automatic daily backups.

Team features are coming soon. Currently, each account supports one user. Email us if you need multi-user access — we can discuss options.

Email support@build-folio.com with “Delete Account” in the subject line. We’ll process your request within 48 hours and confirm via email.

Check that your widget is installed correctly and the embed code matches your account. Test by submitting a lead yourself. If it still doesn’t work, email us your website URL.

Check the email address for typos. Ask your customer to check spam/junk folders. If the issue persists, contact support with the customer’s email and we’ll investigate.

AI generates a draft based on photos — it’s not perfect. Edit the line items, adjust pricing, and add or remove items as needed. The more you use it, the faster you’ll get at tweaking outputs.

Ensure your phone number is verified in Dashboard → Settings → Phone. SMS requires a registered 10DLC campaign for compliance. Contact support if you need help with setup.