Step-by-step guides to help you get the most out of Breche
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Add your company details, logo, and branding during onboarding.
Understand KPI cards, the getting-started checklist, activity feed, and sidebar navigation.
Add a lead and move it through your sales pipeline.
Add team members, assign roles, and manage permissions.
Install the field app for time tracking, visits, photos, messages, and notifications.
Add clients, vendors, and employees to your contact database.
Build detailed estimates with sections, margins, AI-written descriptions, and line items — then send or turn them into a proposal.
Build proposals with the drag-and-drop builder and collect electronic signatures.
Create invoices, bill progressively, track payments, accept online card + ACH payments, and manage outstanding balances.
Create and assign tasks, track them on a board, and let inspections and automations open tasks for you.
Manage your sales pipeline with a visual kanban board.
Give clients a branded portal to view proposals, invoices, and project updates.
Schedule events and inspections, dispatch crews, view jobs on a map, and sync with Google or Outlook.
Upload, organize, and share project documents and photos.
Operational reports on sales, receivables, payables, profitability, and time by project — all from the Reports page.
When to use the Construction pipeline, when to use Service, and how one-off calls vs recurring contracts fit.
Clock in/out, pay periods, overtime rules, break classification, and PTO policies.
Auto-generated visits, bundled period invoicing, and contract lifecycle for repeat service customers.
Assign visits to crew, optimize routes, and handle multi-day or past-due work.
Accept card and ACH payments directly through Breche by connecting Stripe.
Two-way sync between your Breche calendar and Google Calendar or Outlook.
Track internal project budgets, approve them, and see Budget vs Actual on the Profitability report.
Send scoped, priced work orders to your subs and vendors, collect their e-signature, and track them from draft to completed.
Add vendors and subs, organize them by trade, give them a portal, message them, and track master service agreements.
Request competitive bids from multiple vendors, compare them side by side, and convert the winner into a work order.
Document and get sign-off on scope changes. Change orders work exactly like estimates — same builder, same signing — just tracked separately.
Create purchase orders for materials, send them to suppliers, and track them from ordered to received.
Let customers choose their finishes and fixtures against budget allowances, approve them in the portal, and auto-generate a change order when they go over.
Build reusable forms and checklists — safety checks, punch lists, site surveys — fill them in the field or via a public link, and convert them to estimates.
Keep every project conversation — internal notes, client emails, vendor threads, field updates — in one place, with @mentions, threading, and delivery tracking.
Breche's built-in AI drafts line-item descriptions, customer emails, document titles, and project summaries — so the busywork writes itself.
Generate conditional and unconditional, progress and final lien waivers, send them to subs for e-signature, and chase them with automatic reminders.
Book municipal and quality inspections on the project calendar, track them from scheduled to completed, and keep a linked task so nothing slips.
Turn an approved project into a job with a schedule and cost items, and track estimated vs. actual to see variance as the work runs.
Create reusable templates for estimates, proposals, invoices, emails, scopes of work, contracts, and more — so you never start from scratch.
Log job costs and bills against a project, attach receipts, track what's paid, and feed real numbers into job profitability.
See every payment across all projects in one ledger — manual and Stripe — with filters, an audit trail, and clear edit rules.
See your jobs on a map, plan crew routes for the day or week, and optimize stop order to cut windshield time.
Configure role-based access control for your team.
Customize your logo, colors, and how your company appears to clients.
Manage your plan, payment methods, and subscription.
Import contacts and projects from CSV, or export your data.
Set up automatic actions triggered by pipeline changes and events.
Can't find what you're looking for? Email us at info@breche.us
See what's new in our changelog