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Onboarding - first steps for our new clients

We have an amazing 7-day onboarding process. Imagine your entire team up and running in just seven business days.

Getting Started - an introduction to new users

First steps for a new user after your system is set up and your existing data has been imported.

Terminology and Calculations

We want to ensure you know what our terminology means in the context of BaseBuilders. Let us also pull back the curtain and show you how we calculate values such as earned value, WIP, and backlog.

Settings - making this app your own

The BaseBuilders system settings allow you to customize your application to meet your organization's needs. Open Settings by clicking your name or avatar at the bottom of the main navigation panel.

Account and User Administration

Everything from adding users to canceling your subscription can be found here. Click your name/avatar at the bottom of the main navigation panel to open settings.

The Truth Behind Project & Proposals

These two share the same underlying database and structure. Think of them as siblings.

Template - Building and Using One

In this video we will show you how to set up a proposal as a reusable template, then use that template to quickly create new proposals. You can do the exact same thing for projects

Budgeting Hours by Phase and Role

In this video we will show you two ways to budget your project's hours — by phase and by role — along with several shortcuts for filling in those hours quickly.

Building Your Fee from the Bottom Up

In this video we will show you how to build a project or proposal fee from the bottom up — starting with budgeted hours and using those hours to calculate your net fee.

Billing Rates Section Still Shows in Printed Proposal After Unchecking in Proposal Settings

Diagnose and resolve the issue where the billing rates section appears in a printed proposal even after disabling it in Proposal Settings.

Projects - the heartbeat of your firm, and this application

Working with Projects

Roles and Rates - the backbone of hourly billing

Rates are used when you do hourly billings.

Consultants - because you can't do everything

Our system will track all things consultant-related: Fees, Pay Requests, and Payouts

Invoices and Income - getting funds from your clients

All things related to invoicing and income. Settings for projects and invoices do affect your billings, so be sure and give settings a gander.

Pay Requests and Payouts

When you have subconsultants, they will send you bills or invoices. We refer to these as pay requests to differentiate them from the invoices you send to your clients. Payouts are payments you make to your consultants against the pay requests you receive.

Accounting Integration

You will find information about connecting with your accounting software, getting things configured, and finally how to push transactions over.

Reporting Σ

In mathematics, sigma (Σ) is a powerful symbol that represents summation—the process of adding a sequence of numbers together.

General