A setup session is a working call, not a demo. We open your real job — the one you are running right now — and put it into BuildControl together, on screen, while you watch. You finish the call with a live job in the system, not a list of things to do later.
This page is the whole agreement. It is written in plain language on purpose. If something here is unclear, ask before you book.
1. What we offer
| Session | Length | Fee | Who it is for |
|---|
| Job Setup Session | 90 min | $299 | One active job, set up end to end. |
| Company Setup | 3 × 90 min | $999 | Companies moving off spreadsheets. Multiple jobs, cost codes, and a team to train. |
2. What is included
- A live working session over video, screen shared both ways.
- Your company profile, users, and roles configured.
- One real, active job set up: scope, budget, cost codes, phases, and crew.
- Your existing documents uploaded and filed — plans, contracts, permits.
- A first real record created together, so the workflow is not theoretical: an RFI, a daily log, or a change order.
- Mobile set up on your phone, including installing the app and turning on notifications.
- A recording of the session, sent to you afterward.
- A written summary listing what was set up and what to do next.
- A follow-up check-in 14 days later, included at no extra charge.
Our promise: we finish the job. If your job is not properly set up when the scheduled time runs out, we keep going or we book another session — at no additional charge. You are paying for a set-up job, not for ninety minutes of someone's time.
No selling during your session. We will not pitch you an upgrade, an add-on, or a longer engagement during a setup session. If something you need costs money, we tell you afterward, in writing. Your setup time is yours.
Company Setup — the additional sessions
- Session 1 — company, users, roles, and your cost code structure.
- Session 2 — your active jobs imported and configured, historical documents filed.
- Session 3 — training for your team, up to five people, on their own logins.
3. What is not included
Being straight about this up front is better than discovering it mid-call.
- Data migration from another platform. We can help you import files and set up jobs by hand. We do not write scripts to move data out of Procore, Buildertrend, or similar.
- Bookkeeping or accounting work. We set up cost codes; we do not reconcile your books or file anything.
- Construction, legal, or financial advice. We set up the software. What you build, what you sign, and what you charge are yours.
- Custom software development. Feature requests are welcome and genuinely wanted — they are not part of a setup session.
- Ongoing support beyond the included follow-up. Standard support remains available to every customer, free, at support.
4. What we need from you
Have these ready and the session goes twice as far. Come without them and we spend your time hunting for files.
- One active job you actually care about — not a test project.
- Its contract value and budget, at whatever level of detail you have.
- Any drawings, contracts, or permits you want filed, in digital form.
- Names and email addresses or phone numbers for anyone you want added.
- A computer with a stable connection, and your phone nearby.
5. Scheduling and rescheduling
- Reschedule any time up to 24 hours before, at no cost.
- Inside 24 hours, we will still do our best to move it — once.
- If you do not attend and do not tell us, the session is treated as delivered.
- If we miss or cancel a session for any reason, you get it rescheduled at your convenience and the next session free.
6. Fees and refunds
- Fees are charged in advance, in US dollars, through Stripe.
- Full refund any time before your first session begins, no questions asked.
- Once a session has been delivered, the fee for that session is non-refundable — with one exception below.
- If you finish and feel it was not worth it, tell us within 7 days and we refund you. We would rather lose the fee than have you feel taken.
- For Company Setup, undelivered sessions are refundable at any point.
- Setup fees are separate from your subscription and do not include it.
7. Confidentiality
Your project financials, contracts, client names, and documents are confidential. We do not share them, publish them, or use them as examples without your written permission. If we ask to use your company as a reference or a case study, that is a separate conversation and you may say no without it affecting anything.
Sessions are recorded so you have the recording. We keep our copy for 90 days and then delete it. Tell us before the call if you would rather not be recorded — that is fine, and you still get the written summary.
8. Limits
We provide setup and training services for the BuildControl software. We are not your architect, engineer, contractor, lawyer, or accountant, and nothing said during a session is professional advice in those fields. Decisions about your projects, contracts, and finances remain yours.
Our total liability in connection with a setup session is limited to the fee you paid for it.
9. Founding Partner Program — closed
The founding partner program offered the first ten companies a free setup session and a lifetime
rate lock on their subscription. It closed on 6 August 2026 and is no longer available. Companies
that joined while it was open keep everything they were promised, including the rate lock.
10. Contact
BuildControl LLC — hello@buildcontrol.group
These terms describe our setup services and are provided for transparency. They are not legal advice, and they do not replace any separate agreement you may have with us.
BuildControl™ is a trademark of BuildControl LLC. Trademark application pending.