For custom home builders & log and timber home producers
Home Builder Copilot keeps every conversation with a client in one place, on its own. Your reps spend less time on paperwork and more time selling. Anyone can find any answer in seconds. And you can see how every deal is moving.
The problem
Notes get written by hand, then typed up again. Emails sit in one person's inbox. And the detail that decides the build was said once, on a phone call, months ago.
I spend too much time every week typing up my notes. It eats into my workday.Sales rep, custom home builder
I've been grabbing all of these emails and threads from my CRM and just pasting them into ChatGPT.Sales rep, custom home builder
We work on a project for six to twelve months. When it's time for final engineering, I need the snow load and wind load fast, not to read back through every conversation.Engineer, custom home builder
Capture
Every call, email, text and meeting lands on the right client by itself, from everyone on your team. Each one is written out, dated, and tagged by topic.
What was decided, and what's still open, is pulled out for you.
Two years of back-and-forth reads like one story, not six inboxes and a legal pad.
We work with a lead for two years sometimes, so we're always looking back at old conversations. Being able to search all of it is a big help.Engineer, custom home builder
After the call
When a call ends, the notes, the to-do list, and a follow-up email are already written for you.
You read it over and hit send. No retyping the whole conversation from memory.
I had a new lead, and we had a long 30-minute conversation. I clicked Generate Follow-Up Email, and it wrote a beautiful email with everything we'd agreed to follow up on. It saved me so much time.Sales rep, custom home builder
Handoffs
Intake and revision forms fill in straight from the client's conversations. Every answer shows exactly where it came from.
Anything nobody ever asked the client gets flagged, so engineering doesn't have to chase sales for it.
Was it black or was it white? Was it A or was it B? Now I just ask, and I find it instantly.Engineer, custom home builder
For owners & managers
Today you chase every rep for an update, sit through a meeting, and still guess which deals are moving.
With Home Builder Copilot you just look. Every call, email and text from every rep shows up the moment it happens, and nobody has to report anything. You can see which client hasn't heard from anyone in three weeks before the deal goes cold.
Response times, calls answered, and leads waiting on a reply come straight from the conversations, not from what someone typed into the CRM.
Now I can see the numbers and know for sure if we have a problem, before it costs us.Owner, custom home builder
Illustrative view — your numbers come from your own calls and emails. No self-reporting, no data entry.
See the difference
Click through three everyday problems at a log home builder, and see how each one looks with AI. No sign-up, works on your phone.
Start the demo →This is a game changer. It takes away so much of the busywork, like typing the same thing into three different places.Sales rep, custom home builder
Get started
Teams are already using Home Builder Copilot every day, on every call, email and text. We set it up for one company at a time, working right alongside your team.
Works with the phones, inboxes, and CRM you already have.