Your go-live checklist.

Get the owner (that's you) signed in for the first time. Everything downstream assumes this login is working.

• You're signed in at app.builderlync.com

  Verify: you land on your org dashboard — the URL ends in /org/<your-slug>/dashboard.
• Your email is verified

  If you self-signed-up, you entered the one-time code from your welcome email. If an account manager created the account for you, you clicked the invite link and set your password.

This is the company detail that flows onto every proposal, invoice, and automated message your customers see. Fill it before you build a single template.

• Business email, phone, and website filled in

  These are the ones customers will see — use the public contact details, not a personal inbox.
• Street address added (with autocomplete)

  Start typing and pick from the suggestions — that way city, state, and zip populate correctly. If the dropdown doesn't appear, type the address in Street, City, ST ZIP format.
• Representative name, email, and phone added

  The person who signs off on proposals. Can be you or a dedicated sales lead.
• Company logo uploaded

  Verify: after saving, your logo shows in the top-left of the app header. PNG or JPG, roughly square, 1024×1024 or larger looks best — this logo prints on every proposal and invoice.

Your colors live here. Proposals, your booking page, and customer-facing widgets all render against this palette.

• Primary color added

  At least one color is required — without it, proposal templates can't render. If you don't know your brand hex, pull it from your website or a business card.
• Accent + supporting colors added recommended

  Three to five total colors is typical — primary, accent, plus a neutral or two.
• Colors appear in the proposal template picker

  Verify: open Proposals → Templates. Your brand colors should show in the color picker there.

Roles first, then people — that way each invite carries the right permissions from the start.

• Default roles reviewed, custom roles added if needed

  Owner, Admin, Sales, Field Tech cover most companies. Add a custom role (e.g. "Estimator") only if you need a specific permission mix the defaults don't offer.
• Every team member invited with the right role

  Each invite sends a set-password email. You can resend from the staff row's three-dot menu if an email gets lost.
• Everyone has accepted and shows as "Active"

  Verify: no "Pending Invite" badges remain on your staff list. Pending invites can't log in and won't receive assignments.

Load your existing leads and customers so you're not starting cold on day one. Pick one path — CSV or QuickBooks — depending on where your book of business lives today.

• Contacts imported (CSV or QuickBooks sync)

  CSV path: download the template from the import modal so column order matches. Required columns: first_name, last_name, email or phone, and type (must be exactly Customer or Lead — case-sensitive).
  QuickBooks path: connect QuickBooks first (step 6), then Import → Sync from QuickBooks.
• Contact count matches your source

  Verify: the number shown on the Contacts page matches your CSV row count (or your QuickBooks customer count).
• Spot-checked three random contacts

  Open them individually and confirm name, email, phone, and address came through correctly. If names landed in the wrong columns, fix the CSV header row and re-import.

Wire up the outside services you actually use. Only QuickBooks is strongly recommended for everyone — the rest depend on your trade and tool stack.

• QuickBooks connected recommended

  Required for invoicing and unlocks the one-click contact sync in step 5. If the OAuth returns an error page, log out of any Intuit sandbox account first, then log back into your production QuickBooks and retry.
• EagleView connected roofing

  Toggle "Use own EagleView account" on if you have your own subscription; off means you'll use BuilderLync's pooled credits.
• File storage connected — Google Drive or OneDrive

  Pick whichever your company already uses. Files you upload inside BuilderLync will mirror to that drive automatically.
• Ad accounts connected if you run ads

  Google Business Profile, Facebook Ads, TikTok Ads — connect only the ones you use. Skip the rest.
• Supplier accounts connected if applicable

  SRS, ABC Supply, QXO. Supplier connections let you drop materials from your account straight into job orders. Skip any you don't buy from.
• Every connected card shows a green "Connected" badge

  Verify: no "Connect" buttons remain on cards you intended to set up. If an OAuth pop-up got blocked, allow pop-ups for app.builderlync.com and reconnect.

Skip anything that doesn't apply — a shorter list of real connections beats a long list of half-finished ones.

Only needed if you want to send SMS or receive inbound calls through BuilderLync. You can skip this entirely at launch and add it later — nothing downstream breaks without it.

• Twilio Account SID + Auth Token saved

  Grab both from console.twilio.com and paste into the Twilio Management modal. Rotate the Auth Token afterward if it was visible during a screen-share.
• Phone number purchased or imported, with a label

  Buy a new number through the modal (charged to your Twilio account) or import one you already own. Label it so your team knows what it's for — "Main Line", "Sales", etc.
• Sent a test SMS from a contact

  Verify: open any contact, click the phone icon, send yourself a test message. It arrives on your phone from the number you just assigned.