Run the business from your phone

The pipeline, the deal, the estimate and the schedule built for a thumb, not squeezed onto one — swipe between stages, answer a customer from the alert, and send the quote from the yard.

The operating system for post-frame and barndominium builders.

Part of The Follow-Up Machine
What it is

Every builder screen in Leads 2 Build works on a phone — not a shrunk copy of the desktop, and not a cut-down version with the hard parts missing. The sales pipeline shows one stage at a time that you swipe through, with Call, Text and Email on every new lead and every board option in one sheet from the bottom. A deal opens on its conversation, with the details on one side and the follow-up on the other, a swipe away, and a customer's text can be answered straight from the notification. Pickers open in the middle of the screen, and every tap presses in so you know it landed. Leads 2 Build serves post-frame and barndominium builders and nobody else, and their day is a truck, a yard and a slab — not a desk. It all runs in your phone's browser today, and the Leads 2 Build app for iPhone and Android is in testing.

Also called: mobile app · construction mobile app · CRM on my phone · pipeline on a phone · work from the truck · mobile pipeline

See it, piece by piece
01

One stage at a time, swiped with a thumb

On a phone the board is one stage at a time. Swipe the cards to the next stage; the header names the stage and shows a dot for each stage so you know where you are. Each card carries when the lead came in, how long it has waited and who has tried to reach them, so the oldest unanswered lead is the one you see. The desktop board is the full sales pipeline.

Sales board — on a phone
Contacted
Options (1)+ New
Swipe the cards left or right to move between stages.✕
Nate Shirk$92,500
Pole Barn$90kFacebook ad
4/6Permit
CallTextEmail
32 answered · 12:2721Last: called · answered · 4:51 · Marcus · 3d ago
Sep 18Marcus FeldFollow up in 8d
Mark Lehman$47,800
Pole Barn$45kGoogle ad
1/6Confirm
CallTextEmail
2none answered1Last: called · no answer · Dale · 1d ago
Sep 28Dale Whitmore3d 4h
Contacted, on a phone: one stage, a dot per stage, and who has tried each lead. Real screen · sample data.
Without it

A five-column board on a phone is five columns you can't read, scrolled sideways with a thumb that keeps opening cards by accident.

Why we built it

A rep between appointments needs one question answered — who is waiting on me — and gets it in one glance, so the lead that came in at 7 a.m. is called before lunch. One stage on a full-width screen answers it; five squeezed columns do not.

Sound familiar?“the app is just the website squeezed onto my phone”
02

Call, Text or Email from the card

Try it

New leads carry three buttons in a row: Call in teal, Text in blue, Email in amber, each with its own icon. Text and Email open the deal with that message box ready to type in. A button greys out when the lead has no number or email, so the row never changes shape.

Sales board on a phone — New Lead
New Lead
Marlin ZookNo estimate yet
Barndo$160kWebsite form
CallTextEmail
1none answeredLast: called · no answer · Sheila · 1h ago
Oct 1Sheila Nunez1h 48m
Danielle BeilerNo estimate yet
Pole Barn$55kFacebook ad
CallTextEmail
Oct 1Marcus Feld3h 20m
New Lead: Call · Text · Email on Marlin's card; Danielle has no email on file, so Email is greyed. Real screen · sample data.
Without it

Some customers say don't call me — and a card with only a Call button turns that into three taps and a search.

Why we built it

The rep replies the way the customer asked to be reached, in one tap, while the lead is still warm — speed to the first reply is the whole game on a new lead. A greyed button instead of a missing one means the thumb always finds Call in the same place.

03

The deal opens on its conversation

Open a deal on a phone and the conversation fills the screen, with Call beside the filters. Swipe right for Details — the contact, the lead form, photos, the stage checklist, the building type and how strong the lead is. The thread is kept on the device, so reopening a deal does not start with a loading spinner, and back is instant. It is the same thread as the customer conversation on the desktop.

Lead card — on a phone
Ruth Zimmerman
Contacted · Barndominium
ContactEstimate
AllTextsEmailsCall
EmailSep 22, 3:18 PM
Your 40×60 barndominium estimate
TextSep 25, 11:02 AM
We love it. The architect wants to redo the loft stairs first — could be six weeks.
CallSep 25, 2:40 PM
📞 Outbound call to (574) 555-0133 — answered, 6:05.
TextSep 25, 2:52 PM
No rush, Ruth. I'll check in the week of Nov 9 — send the new plans whenever they land.
TextEmail(574) 555-0133
Text Ruth…Send
DetailsFollow-up
A deal on a phone: the conversation in the middle, Details and Follow-up on the edges. Real screen · sample data.
Without it

Seven tabs along the top of a phone screen hide the one thing you opened the deal to do — read what they said and answer it.

Why we built it

The rep reads what the customer last said before he rings back, so the call starts where the last one ended instead of with 'remind me where we were'. The conversation is the work; the details are reference, a swipe away.

Sound familiar?“the button is on the computer but not on my phone”
04

The follow-up is one swipe from the conversation

Swipe left on a deal for Follow-up: the latest note, the next task and when it is due, the estimate, the permit check and the rest — each a card you tap into. Notes, tasks and the estimate used to be three screens apart on a phone.

Lead card on a phone — Follow-up drawer
Ruth Zimmerman
Contacted · Barndominium
ContactEstimate
Follow-up
Notes3 notesArchitect is redrawing the loft stairs. She wants the 12' door kept on the gable end.Sep 25, 2:58 PM · Sheila Nunez
Tasks1 open · 4 totalRuth Zimmerman: Getting blueprints from an architectDue Nov 12 · Sheila Nunez
EstimateLinked
Permit check6110 County Road 16, Millersburg
MoreOwner: Sheila NunezValue, move stage, links, dates, materials
Follow-up
The Follow-up drawer: note, next task, estimate and permit — one swipe from the thread. Real screen · sample data.
Without it

The rep is on the phone with the customer and the note about the door change is two menus away.

Why we built it

Whatever the next call depends on is in reach before the rep dials, so he never promises a date the estimate says he cannot keep. One drawer instead of three screens is the difference between doing it in the truck and leaving it for the office.

Sound familiar?“I'm in the truck all day, not at a desk”
05

Every board option, in one sheet built for a thumb

Try it

Options opens a sheet from the bottom with labelled sections of thumb-sized rows: whose leads (everyone's, yours, or see one person's), how far back the board reaches — all time, or leads that came in during the last 30, 60 or 90 days, six months or a year — waiting leads, previous owner, sort, building type and strength. Done and Clear all stay pinned at the foot.

Sales board on a phone — Options
Contacted
Options

Whose leads

See as one person…

Leads that came in

Waiting leads

Previous owner

DoneClear all
Options on a phone: whose leads, how far back, who's waiting, previous owner. Pick one. Real screen · sample data.
Without it

Two years of old leads on the board means scrolling past last spring's tyre-kickers to find this morning's call.

Why we built it

A rep can cut the board down to this week's work from the truck, without waiting to get back to a desk — and a manager can look at one rep's leads from a phone. Nothing the desktop board can do is left off the phone; it is laid out for a thumb instead.

Sound familiar?“the pipeline is unusable on a phone”
06

Choices open in the middle of the screen

Try it

Tap the stage name and the stage list opens centred, with space above and below — every stage with its colour and count — not pinned to the bottom edge. Longer controls — filters, stats — slide up as a sheet you can swipe away. Each one is a shared control, so it behaves the same on every screen.

Sales board on a phone — Stages
Estimate Sent
Stages
Tap the stage name: the centred stage list. Tap a stage and the header follows. Real screen · sample data.
Without it

Every screen that rolls its own pop-up behaves a little differently, and a phone user learns the app one surprise at a time.

Why we built it

The thumb lands on the row without stretching, so a rep jumps to Estimate Sent one-handed while the other hand holds a tape measure. One set of controls, built once, is the only way forty phone screens feel like one app.

Sound familiar?“the customer asked me not to call, I need to text them fast”
07

Answer a customer straight from the alert

When a customer texts, the bell carries Call, Text and Email on the message — only the ways that customer can be reached — and the reply opens right over the list: what they said, a box to answer, and the way into the full conversation. How alerts are routed, and who gets which, is set on the notifications grid.

Bell reply — on a phone
New Lead2
Notifications
2 unread
Mark all read
New message
New text from Marlin Zook
Can we push the slab pour to Thursday? They're calling for rain Wednesday.
4m ago· Open conversation →
Mute 1h · Until tomorrowlast 30 days
Marlin Zook
Reply by text · (717) 555-0186
They said
Can we push the slab pour to Thursday? They’re calling for rain Wednesday.
Thursday works. I’ll move the pour and let the crew know — Curt will be there by 7.
Open the full conversation →Send text
Marlin's text, answered from the bell on a phone. Real screen · sample data.
Without it

A customer asks to move Thursday's pour; by the time the rep finds the conversation, he has driven to the next job and forgotten.

Why we built it

The rep answers in the moment, from the screen the alert already put him on, so the customer is not left waiting until evening. No hunting for the contact, no extra screens — the reply is where the question is.

08

Every tap answers back

Try it

Buttons, links and pipeline cards press in when you touch them, so you can see the tap landed. On Android the tap also gives a small haptic tick, in the browser and in the app. Scrollbars appear while you scroll and fade a second later.

On a phone — every tap answers back
Estimate Sent
Options (1)
+ New
Nate Shirk$92,500
Pole BarnMarcus FeldFollow up in 2d
Rosalyn Petersheim$118,900
BarndoSheila NunezFollow up today
Mid-press: + New sinks under the finger and the first card gives. Press anything to feel it. Real screen · sample data.
Without it

On a phone, a tap that gives no sign it landed gets tapped again — and a second tap on Send is a second message.

Why we built it

A rep who sees his tap land never taps Send twice, so customers never get the same text two times. Confirmation is part of the design system, so every control has it without anyone remembering to add it.

Sound familiar?“I get a text alert and then can't find the conversation to answer it”
09

Nothing is desktop-only

Every builder screen has been scored on a phone against a written standard: every control reachable, no control hidden from a phone, no sideways page scroll, one column where two would squeeze, thumb-sized targets, and wide tables turned into cards. All of them pass — down to Settings, which opens on your own profile with every section a tap away. Estimates, the screen that scored lowest, went from 4.5 to 9.3 out of 10.

Settings sections — on a phone
Settings
My Profile
Settings sections
Team
Team Members
Roles & Access
Pay Structure
Sub Agreement
Operations
Project Stages
Pipeline SOPs
Service Catalog
Estimating
Lead Distribution
Portals
Client Portal
Communications
Phone & Texting
Call Scripts
Phone Credit
Email
Notifications
Account
Plan & Billing
My Business
Storage
My Profile
Academy
Integrations
Help & Support
Even Settings, on a phone: every section a tap away from your profile. Real screen · sample data.
Without it

The phone version of the estimates screen had become a separate, cut-down copy — and seven controls an owner needed simply were not on it.

Why we built it

The owner can fix a setting, approve a price or check a crew from the truck instead of saving it for the office — and the office never has to explain that 'you can't do that on the phone'. A control on one layout and not the other is a feature removed, so both layouts are built from the same blocks.

How it works
  1. 1Open the sales pipeline on your phone and it shows one stage at a time — swipe left or right between stages, or tap the stage name for a centred stage picker.
  2. 2Each card shows when the lead came in and how long it has waited, who owns it, and who has tried to reach them.
  3. 3Call, Text and Email sit side by side on new leads, each its own colour — a customer who asked not to be called is one tap from a text.
  4. 4Options opens one sheet with every board setting: whose leads, how far back the board reaches, waiting leads, previous owner, sort.
  5. 5Open a deal and the conversation fills the screen. Swipe right for Details and left for Follow-up.
  6. 6A customer's text in the bell can be answered right there — Call, Text or Email — without hunting for the conversation.
  7. 7Every tap presses in; on Android it also gives a small haptic tick.
Why we built it

A builder's day is spent in the truck, in a customer's yard and on a site — not at a desk. The phone version of most business software is the desktop squeezed until it fits: a board five columns wide on a screen one column wide, a record with seven tabs across the top, and the controls that did not fit quietly left off. On a phone those missing controls are the ones you needed. So every builder screen was scored on a phone against a written standard — every control reachable, nothing hidden from a phone, no sideways scrolling, tables that turn into cards — and reworked until it passed. The pipeline and the deal were then rebuilt for the phone rather than adapted to it, because the two things a rep does between appointments are see who is waiting and answer them.

The problem
  • Desktop screens squeezed onto a phone until they are unusable
  • Controls that exist on the computer but are missing on the phone
  • Working a lead from the truck means waiting until you are back at the office
What you get
Work the pipeline one stage at a time with your thumb
Call, text or email a new lead from its card
A deal's conversation front and centre, the details a swipe away
Answer a customer from the notification that told you
Every builder screen works on a phone — nothing is desktop-only
Made for builders who run the job from a truck and a yard, not an office chair
PHONE EXPERIENCE

Run the business from your phone
on one of your own jobs.

Twenty minutes, your building, your numbers. Bring the job where “the app is just the website squeezed onto my phone” — we will show you exactly where that stops.

leads2build.com
Sales board — on a phone
Contacted
Options (1)+ New
Swipe the cards left or right to move between stages.✕
Nate Shirk$92,500
Pole Barn$90kFacebook ad
4/6Permit
CallTextEmail
32 answered · 12:2721Last: called · answered · 4:51 · Marcus · 3d ago
Sep 18Marcus FeldFollow up in 8d
Mark Lehman$47,800
Pole Barn$45kGoogle ad
1/6Confirm
CallTextEmail
2none answered1Last: called · no answer · Dale · 1d ago
Sep 28Dale Whitmore3d 4h
Run Your Building Business from Your Phone — Leads2Build