Admin & Settings
Configure and customize Readybuild for your business.
Admin Access
Admin settings are only available to users with administrator permissions. Contact your system administrator if you need access.
Settings Categories
My Company
Configure your company profile, team, and organizational settings:
- Profile & Security - Company information and security
- Team Members - Manage user accounts
- Roles & Permissions - Control access levels
- Departments - Organize your team
- Cost Codes - Job costing categories
- Workflow - Automated processes
Calendar
Configure activity and scheduling settings:
- Activity Types - Define activity categories
- Email Templates - Communication templates
- Holidays - Company-wide days off
Project Boards
Configure pipeline stages for your boards:
- Sale Stages - Sales pipeline
- Design Stages - Design workflow
- Production Stages - Construction pipeline
Projects
Configure project templates and defaults:
- Contract Templates - Contract generation
- Document Templates - Project documents
- Schedule Templates - Project schedules
- Form Builder - Custom forms
Integrations
Connect Readybuild to other services:
Form Fields
Create custom fields for contacts, projects, and other records.
Estimating Database
Manage your estimating components and assemblies:
- Components - Materials, labor, subcontractors
- Assemblies - Pre-built packages
- Best Practices
Marketing
Configure marketing and lead tracking:
- Campaigns - Track marketing initiatives
- Sources - Lead sources
- Promotions - Special offers
Selection Catalog
Manage selections for client choices:
Additional Settings
- Manufacturers - Product manufacturers
- Equipment - Company equipment tracking
- Earned Revenue Setup - Revenue recognition
- Marketing Outcomes - Lead outcomes
- Municipalities - Local jurisdictions
- Counties - Geographic organization