Builder Journey with BuildROI
Fair payment, clear standards and recognition for quality work. Here's how BuildROI would support you.
1. Getting Verified
Quick verification before you take jobs
Upload your insurance certificates, CIS/VAT numbers, and H&S policy. These are verified before you can take jobs.
Shows homeowners and government you're legitimate. One-time setup protects everyone. BuildROI never helps hide income from HMRC.
Take 3-6 photos of the current space and access points before quoting, dated and located.
Creates a 'before' record that protects you from disputes later.
2. Scoping & Pricing
Build your quote with clear scope and milestones
Use templates to build your scope. The templates suggest milestones based on job type.
Faster quoting, clearer payment milestones, less rework.
Log known risks (long-lead items, supply issues) with mitigation plans.
Protects you when things outside your control cause delays.
Build a realistic schedule with float. The PM reviews it to ensure durations are achievable.
Sets realistic expectations, not promises you can't keep.
Confirm whether Building Control notification is needed and who's the duty holder.
Avoids compliance issues and delays at handover.
3. Contract & H&S
Clear terms and safety documentation
Review and sign the contract. Terms are clear: payment milestones, change rules, evidence requirements.
Protects you legally and ensures a fair payment process.
State your workmanship warranty terms. Manufacturer warranties for products are listed separately.
Clear promises, no confusion about what you're covering.
Upload Risk Assessments and Method Statements. Log site induction attendance. Maintain RIDDOR/COSHH registers.
Legal requirement. Protects your crew and shows due diligence.
4. Pre-start Prep
Get everything ready before day one
Raise POs and lock in delivery windows to match the programme. BuildROI tracks delivery dates.
Avoids idle time waiting for materials.
Plan the waste removal route. Provide your carrier licence, get transfer notes, set recycling targets.
Legal duty of care. Prevents fly-tipping issues and fines.
Arrange a skip (with a permit if on-road). Provide site welfare: toilet, washing, drinking water, rest space.
Legal requirement even on small domestic jobs. Shows professionalism.
Join the PM and homeowner to align on start date, site rules, and communication frequency.
Everyone on the same page from day one.
5. Delivery
Do the work with clear documentation
The site lead logs who's on site, hours and blockers daily. It takes a few minutes.
Creates a transparent record, helps resolve disputes, shows you were professional.
When changes are needed, your PM can approve small unforeseen changes within the tolerance agreed in the contract, and tells the homeowner straight away. Anything beyond that, or any change the homeowner asks for, needs the homeowner's signature before the work goes ahead.
Agreed changes are recorded, so you're paid for extras and there are no arguments later.
At key points (ceiling flatness, first-fix tests, tile samples) work pauses for your PM's quality check before it's covered up. Your QA lead acknowledges the result.
Catches defects when they're cheap to fix. Proves quality.
Log any incidents or near misses with photos and corrective actions taken.
Shows due diligence, improves safety, prevents repeat issues.
Your PM keeps a running snag list throughout the project, with owners and target dates. You clear items as they're fixed.
Prevents a big snag list at the end. Shows you're on top of quality.
At each milestone, your PM takes three types of photo: wide, detail and measurement, dated and stamped. You can add your own photos, which are labelled as builder-supplied.
Unlocks payment promptly. Objective proof of quality, from the person verifying it.
6. Completion
Final checks and professional handover
Complete RCD tests, capture appliance docs, test ventilation flow. Document everything.
Safety, warranty validity, professional finish.
Walk the job with your PM and the homeowner. Your PM sorts anything found into four groups: safety and compliance, and function and performance, which must be fixed, and cosmetic items judged against UK finish tolerances. Fix dates and photo evidence are agreed for each item.
A clean finish line. Everyone agrees what's done and what's left.
Use UK finish tolerances to determine what needs fixing and what's within spec.
Objective standards protect you from unreasonable demands.
7. Payment & Recognition
Get paid and build your reputation
Once the PM approves, escrow releases the final payment. An optional small retention for the defects period may be held if agreed.
You get paid promptly. A fair balance with homeowner assurance.
Both sides leave a short, factual note, shared between you, the PM and the homeowner. It is never public and expires after 24 months. Your PM also leaves a private quality rating, which updates your builder score.
Good work builds your reputation. It is fair because homeowners are rated too.
Respond to any warranty claims within the agreed timescale. BuildROI tracks your responsiveness.
Good aftercare builds long-term reputation and repeat business.
Your BuildROI Benefits
Payment against verified work: escrow protects your staged payments, and verified evidence releases the money promptly.
Clear standards: UK tolerances mean objective quality measures, not opinion.
Recognition: a verified track record that may lead to more work.
Pensions: nothing is paid in the pilot. If it works, the aim is to help builders build a pension, with any incentives designed on the evidence.
Protection: documentation protects you in disputes. A transparent process means fewer arguments.
See an Example Builder Portfolio Pack
This shows how verified jobs could become a record you can show customers, with photos, PM notes and credentials. It is an example: no live projects have been completed.
View the example Builder Portfolio Pack (PDF) →