Every custom home is a new schedule, a new budget and a new client with opinions. The software has to start each job from a proven template, keep the homeowner informed without a nightly phone call, turn "sure, we can do that" into a priced and approved change order before the work is done, and hand over a house with its records intact. This page walks through how CPro360 does each of those for a builder delivering a handful to a few dozen homes a year.
A production builder runs the same plan forty times and optimises the sequence. A custom builder runs forty different plans once each. The schedule is still a chain of trades, but the chain is new every time, the finish schedule is longer, and the homeowner is making decisions right up to drywall. Three consequences follow for the software.
Everything below is organised around those three.
In the order the job happens.
Build the estimate from a residential template or let AI draft a first pass from the uploaded plans, then mark the allowance lines as allowances so they are visible as such from day one. Split the estimate into trade bid packages with an AI-drafted scope of work, invite your subs, level the bids side by side, and award straight to a subcontract or purchase order. Leads from your website or referrals are tracked with activities and reminders so the next job is in the pipeline while this one is framing.
New projects start from schedule templates for custom, semi-custom and spec builds, a pre-loaded residential cost code library covering CSI and NAHB, and quality and inspection checklists per phase. Or clone your last successful project in one click. The schedule is critical-path with trade dependencies: drag one task and everything downstream moves, and the affected subs are told by SMS and email before they load the truck.
CPro360 watches the 14-day forecast for each jobsite's location. When rain or freezing temperatures are coming on the days a pour, framing, roofing or exterior paint is planned, the weather-sensitive tasks are flagged and the subs and your PM are alerted that morning; one confirmation shifts them and every dependent task, and the homeowner sees the updated timeline in their portal.
A change order in CPro360 carries its amount, reason, an optional cost breakdown and its schedule impact in days. The homeowner sees it, with its amount and status, in their portal; when they agree, your PM records the approval, the budget line revises immediately, the schedule shifts on implement, and the trail of who agreed to what and when stays on the project. Allowance overages work the same way: the selection comes in over the allowance, you issue the difference as a change order, and the client budget view shows the approved change against the contract.
Native iOS and Android apps for your team and for the subs. Daily logs with weather and photos go into the project journal. RFIs route to the right person with a due date. Inspections and checklists are completed on the phone. Receipts, supplier invoices and sub quotations are photographed and read by AI into line items on the right budget line. Everything is cached offline and syncs when the phone finds signal, in English or Mexican Spanish per user.
The client portal, web and native app, gives the homeowner the schedule, a budget view with contract, approved change orders and current total, project documents, messages tied to the project, and the home's asset registry. You control what each project shows. There is no per-client fee and no limit on portal seats.
Subcontractor payments are gated on a current certificate of insurance and W-9, with an admin approve-or-reject step. Retainage is tracked with partial release. Bills, payments, customers, vendors and the chart of accounts sync two ways with QuickBooks Online, QuickBooks Desktop is reached through the Web Connector, and Xero and Sage are covered by CSV import and export, so your bookkeeper never re-keys a project transaction. A per-project P&L is available before the month closes.
Each home carries an asset registry: appliances, HVAC and water heater, roofing, windows, flooring and finishes, with brand, model, colour, installer and warranty dates, manuals attached. It starts from a template, your project manager fills it in as items are installed, and the homeowner keeps reading it in their portal after move-in with warranty expiries flagged.
| Plan | Monthly | Annual | Internal users | Active projects | Fits |
|---|---|---|---|---|---|
| Starter | $49 | $499 | 3 | 5 | An owner-builder with a site super and a bookkeeper, up to five homes in flight |
| Growth | $99 | $999 | 10 | 25 | A builder with project managers and a small office, five to twenty-five homes a year |
| Pro | $199 | $1,990 | Unlimited | Unlimited | Larger custom and semi-custom operations, several communities or regions |
Every plan includes unlimited subcontractor seats, estimating and bidding, the native apps, and English and Spanish. The client portal, AI capture and weather alerts start on Growth; QuickBooks sync, bank reconciliation and AI estimating from plans are on Pro. Full table on the pricing page. Prices as published on cpro360.com/pricing in October 2026. For how this compares to Buildertrend, JobTread, BuildBook and Houzz Pro, see the buyer's guide pricing section.
Clients, subcontractors with insurance and W-9 details, cost codes, projects, budgets, schedules, change orders and daily logs are loaded from your exports, dry-run first, and reconciled against the source before go-live. Plan on four to six weeks on the calendar and about a week of your team's time. The migration guide has the checklist. Leaving Buildertrend specifically? Start with the Buildertrend alternative guide.
Starting fresh is simpler: a trial account with the custom-home templates loaded takes an afternoon, and most builders have their first home scheduled and their subs invited inside a week.
Three things. A schedule that is a chain of trades and reacts to weather, because every custom home is a new sequence of framers, roofers, concrete and finish trades waiting on the forecast. Change orders that update the budget and the schedule when the homeowner approves them, because upgrades and allowance overages are where the margin goes. And a homeowner portal that answers what happened, what it cost and what is next without an evening phone call.
Allowance lines are marked as such on the estimate and carry through to the budget, so the homeowner sees them labelled as allowances in their portal. When a selection comes in over the allowance, you issue a change order for the difference, the homeowner sees it in their portal, and when they agree your PM approves it and the budget line revises immediately.
You decide. The client portal has a budget view with the contract, approved change orders and the current total, plus the schedule, documents, messages and the home's asset registry. Each project controls what the homeowner is shown.
Starter is $49 a month for 3 users and 5 active projects, Growth is $99 for 10 users and 25 projects, and Pro is $199 for unlimited users and projects. Annual billing is $499, $999 and $1,990. Subcontractor seats are unlimited and free on every plan, the homeowner portal is included from Growth, and there is a 30-day trial with no credit card.
CPro360 keeps an asset registry per home: the appliances, mechanical equipment, roofing, flooring and finishes with brand, model, colour, installer and warranty dates, with manuals attached. It is started from a template, filled in during the build, and the homeowner keeps reading it in their portal after move-in, with warranty expiries flagged.
A 30-day trial with no credit card, or a 20-minute demo on a build that looks like yours.