BuildROI - Builder Journey

Builder Journey with BuildROI

Fair payments, clear standards, and trusted recognition for quality work. Here's how BuildROI supports you.

1. Getting Verified

Quick verification gets you on the platform

Step 1 You provide
Credentials Check

Upload your insurance certificates, CIS/VAT numbers, and H&S policy. These are verified before you can take jobs.

Why it matters:

Shows homeowners and government you're legitimate. One-time setup protects everyone.

Step 2 You upload
Baseline Photos

Take 3-6 photos of the current space and access points with timestamps before quoting.

Why it matters:

Creates a 'before' record that protects you from disputes later.

2. Scoping & Pricing

Build your quote with clear scope and milestones

Step 3 You build scope
Structured Scope

Use templates to build your scope. System auto-fills suggested milestones based on job type.

Why it matters:

Faster quoting, clearer payment milestones, less rework.

Step 4 You identify risks
Risk Register

Log known risks (long-lead items, supply issues) with mitigation plans.

Why it matters:

Protects you when things outside your control cause delays.

Step 5 You plan timeline
Realistic Schedule

Build realistic schedule with float. PM reviews to ensure durations are achievable.

Why it matters:

Sets realistic expectations, not promises you can't keep.

Step 6 You confirm
Building Control

Confirm whether Building Control notification is needed and who's the duty holder.

Why it matters:

Avoids compliance issues and delays at handover.

3. Contract & H&S

Clear terms and safety documentation

Step 7 You sign
Digital Contract

Review and sign contract. Terms are clear: payment milestones, change rules, evidence requirements.

Why it matters:

Protects you legally and ensures fair payment process.

Step 8 You specify
Warranties

State your workmanship warranty terms. Manufacturer warranties for products listed separately.

Why it matters:

Clear promises, no confusion about what you're covering.

Step 9 You upload
RAMS & Induction

Upload Risk Assessments and Method Statements. Log site induction attendance. Maintain RIDDOR/COSHH registers.

Why it matters:

Legal requirement. Protects your crew and shows due diligence.

4. Pre-start Prep

Get everything ready before day one

Step 10 You order
Materials & Delivery

Raise POs, lock in delivery windows to match programme. System tracks delivery dates.

Why it matters:

Avoids idle time waiting for materials.

Step 11 You plan
Waste Management

Plan waste removal route. Provide carrier licence, get transfer notes, set recycling targets.

Why it matters:

Legal duty of care. Prevents fly-tipping issues and fines.

Step 12 You arrange
Skip & Welfare

Arrange skip (with permit if on-road). Provide site welfare: toilet, washing, drinking water, rest space.

Why it matters:

Legal requirement even on small domestic jobs. Shows professionalism.

Step 13 You participate
Kick-off Call

Join PM and homeowner to align on start date, site rules, and comms frequency.

Why it matters:

Everyone on same page from day one.

5. Delivery

Do the work with clear documentation

Step 14 You log daily
Site Diary

Site lead logs who's onsite, hours, blockers daily. Takes 2-3 minutes.

Why it matters:

Creates transparent record, helps resolve disputes, shows you were professional.

Step 15 You request approval
Variations

When changes needed, classify as minor/major. Get PM and homeowner approval with photos.

Why it matters:

You get paid for extras, no arguments later.

Step 16 You perform checks
Hold-point QA

Pause at key points (ceiling flatness, first-fix tests, tile samples) for quality checks before covering up.

Why it matters:

Catches defects when they're cheap to fix. Proves quality.

Step 17 You log incidents
Incidents & Near Misses

Log any incidents or near misses with photos and corrective actions taken.

Why it matters:

Shows due diligence, improves safety, prevents repeat issues.

Step 18 You track snags
Running Snag List

Keep snag list updated throughout project with owners and target dates.

Why it matters:

Prevents big snag list at end. Shows you're on top of quality.

Step 19 You provide photos
Milestone Evidence

At each milestone, provide three photo types: wide shot, detail, measurement context.

Why it matters:

Unlocks payment quickly. Objective proof of quality.

6. Completion

Final checks and professional handover

Step 20 You commission
Testing & Commissioning

Complete RCD tests, capture appliance docs, test ventilation flow. Document everything.

Why it matters:

Safety, warranty validity, professional finish.

Step 21 You walk through
Final QA with PM & Homeowner

Walk the job with PM and homeowner. Agree any remaining snags with target dates.

Why it matters:

Clean finish line. Everyone agrees what's done and what's left.

Step 22 You participate
Fair Finish Framework

Use UK finish tolerances to determine what needs fixing vs. what's within spec.

Why it matters:

Objective standards protect you from unreasonable demands.

7. Payment & Recognition

Get paid and build your reputation

Step 23 You receive
Final Payment

Once PM approves, escrow releases final payment. Optional small retention for defects period if agreed.

Why it matters:

You get paid on time. Fair balance with homeowner assurance.

Step 24 You receive rating
Feedback & Score

Homeowner leaves factual feedback. PM leaves private quality rating. Your builder score updates.

Why it matters:

Good work builds your reputation. Fair system because homeowners are rated too.

Step 25 You provide support
Warranty Period

Respond to any warranty claims within agreed SLA. System tracks your responsiveness.

Why it matters:

Good aftercare builds long-term reputation and repeat business.

Your BuildROI Benefits

Fair payments: Escrow protects your staged payments. Evidence unlocks money quickly.

Clear standards: UK tolerances mean objective quality measures, not opinion.

Recognition: Build verified track record. Good scores lead to more work.

Pension matching: Government contributes to your pension for quality retrofit work.

Protection: Documentation protects you in disputes. Transparent process means fewer arguments.

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See Your Complete BuildROI Portfolio Pack

This isn't just a record — it's your professional credential. Every verified project proves you build with pride, professionalism, and care. Use this pack to win your next job.

View the Builder Portfolio Pack (PDF) →