Magic Link

Simplify client onboarding
with our Magic Link form

Revolutionize project management with our Magic Link form that makes it easy for your clients to submit key details and eliminates manual data entry. Quickly capture project needs and timelines while improving lead generation and communication.

Light wooden table with a ceramic mug near top edge and a green cloth with a black sketch of buildings on the right, a wooden chair and light carpet visible on left side in warm sunlight.The Billdr company leads pipeline, showing deal segment, owner, value, win probability and location
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Eliminate manual data entry

Stop wasting time on tedious manual entry. The Magic Link project form allows you to automatically add new clients to your Billdr PRO account, reducing errors and saving you precious time.

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Text conversation where a contractor sends a client their Billdr Magic Link form to share project details

Engage clients with detailed project information

Our beautiful and fluid form encourages clients to share their project needs and desired timelines comprehensively. This engaging process leads to higher-quality leads and allows you to better understand client requirements.

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Billdr Magic Link form asking a client which rooms are involved in their project

Easy website integration

Embed the Magic Link Project Form directly into your website and social media for easy client access. This integration ensures that your clients can easily submit their project details right where they are already interacting with your business.

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Contractor website with a Tell us about your project button linking to the Billdr Magic Link form

QR code accessibility

Generate QR codes for the project form to provide your clients with quick access. They can easily fill out the form on their smartphones, enhancing convenience and increasing response rates.

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Client scanning a QR code with their phone to open the Billdr project form

Fully customizable questions

Tailor the project form to meet your specific needs. Customize the questions to gather the most relevant information for your projects, ensuring that you capture all necessary details to serve your clients better.

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    Custom questions in the Billdr project form about the client's involvement and existing issues with the space
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    FAQs

    Still have questions?

    Have questions?
    Talk to our team we’re here to help you get the most out of Billdr.

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    Is Billdr built for my type of construction business?

    Yes. Billdr is built for residential and commercial general contractors, home builders, and specialty contractors across North America. Whether you're a small & medium team (1-30 FTEs) or a growing business (30-100 employees), Billdr scales with the way you build.

    Note: Billdr is not adapted for general contractors building high-rises, airports, industrial projects.

    Can my entire team use Billdr?

    Absolutely. Billdr is designed for owners, project managers, estimators, office staff, field crews, subcontractors, and even your clients through dedicated portals. Everyone stays connected in one system.

    Does Billdr integrate with my accounting software?

    Yes. Billdr syncs with QuickBooks Online, so invoices, expenses, purchase orders, bills, payments, and customers move across automatically and nothing gets entered twice. Your operations team works in Billdr while your accountant keeps working in QuickBooks

    Can I try Billdr before committing?

    Yes. You can book a personalized demo with our team or start your subscription and schedule a free onboarding session. We'll help you get set up quickly so you can experience Billdr with your own projects.

    Can I import my data from Excel or another software?

    Yes. Billdr includes import tools to help you migrate customers, contacts, projects, price lists, templates, and more. Our Customer Success team is available to guide you through the transition and ensure a smooth setup.