Why Bolt Insights?

There's a view into your business that hasn't existed before. Until now.

Builder Prime has long led the industry in sales and marketing funnel reporting — appointment set rates, lead issued rates, demo rates, close rates, net sales per lead issued, marketing costs, and more. That reporting answered the questions contractors knew to ask. Bolt Insights surfaces the ones they didn't.

Most home improvement contractors running multi-rep, multi-location operations manage their business by reviewing top-line numbers. Total revenue. Close rate. Lead volume by source. Those numbers tell you what happened. They don't tell you why, and they don't show you the relationships underneath. Which lead sources look strong on volume but quietly underperform when you follow them to close? Which locations are outperforming and why? Which sales behaviors actually correlate with higher revenue across your rep roster?

Those aren't reporting gaps. They're blind spots. And they've existed not because contractors weren't asking the right questions, but because no tool could answer them. Getting that kind of visibility meant exporting whatever data was available, attempting to merge it manually, and often investing in expensive generic business intelligence tools or hiring outside consultants — all without guaranteed answers.

Most contractors we talk to don't have a data problem, they have a data accuracy or access problem. The information is there, as long as it can be trusted. It's in their CRM, their job files, their payment history. Years of leads, estimates, signed contracts, and completed jobs — the raw material for every business decision they'll make this year. What's been missing isn't the data. It's the ability to combine it across the entire business in ways that no single report could show.

That's what Bolt Insights changes.

What we built

Ask questions. Get instant answers.

You don't need to know how the data is structured or which fields map to what, just describe what you want, and Bolt Insights figures out the rest. The AI was trained on the data and workflows specific to home improvement companies, so it understands the questions contractors actually ask. Questions can be saved, shared with your team, or scheduled to run on a recurring basis. A sales manager who wants the same rep performance breakdown every Monday sets it up once.

Paul, at Southwest Style, told us the tool "flags things you wouldn't have thought of,” surfacing reps with unusual patterns in their lead-status activity or job categories where final margins consistently come in below estimate. These weren't reports he asked for. The system found the signal.

Dashboards built for home improvement operations.

Every user can build their own dashboards pulling metrics from multiple contexts into a single view with KPIs, data tables, and custom visualizations, no technical expertise required. From there, users can keep refining: adding columns, formulas, breakouts, and visualizations until the report reflects exactly what they need. Finished reports can be added to a dashboard, shared across the company, or scheduled to arrive by email each morning.

These aren't generic BI templates. They were built around in-home sales models, quick-turn jobs, and marketing spend tracked all the way to signed contracts.

For Amad at Window Expo Cleveland, the difference was immediate: "The biggest reason we use this so frequently is how easy it is to access our data and the ability to customize a view without leaving Builder Prime to do it."

Scheduled reports and threshold alerts.

Bolt Insights can watch for conditions you define. If job margins drop below a threshold, you get an alert. If a lead source's close rate falls off week-over-week, you get an alert. You're not refreshing a dashboard hoping to catch something — the system flags it and puts it in front of you.

For owners who don't want to live in a reporting tool, this is the practical daily workflow: configure the thresholds that matter, review the scheduled summary on Monday, and let Bolt Insights surface anything that needs attention in between. Proactive instead of reactive.

For contractors who know what they want to see but struggle to describe it, Bolt Insights accepts uploaded sketches or rough charts and builds them into a report automatically.

The contractors who are pulling ahead right now are the ones who can see what's really happening on a daily basis. Every rep conversation, every estimate, every job completion is a data point. Bolt Insights is how you make the most of those data points.

If you're an existing Builder Prime customer, reach out to your account manager for access to Bolt Insights. If you're not on Builder Prime yet, we can show you what it finds in your numbers. Get a demo today.

Frequently Asked Questions

What is Bolt Insights?Bolt Insights is Builder Prime's AI-powered business intelligence tool built specifically for home improvement contractors. It lets you combine data across your sales, marketing, and production operations to surface the trends and patterns beneath your top-line numbers — without exporting anything or hiring outside help.

How is Bolt Insights different from the reporting Builder Prime already has?Builder Prime has always provided strong funnel reporting — appointment set rates, close rates, net sales per lead issued, and more. Bolt Insights goes further. It lets you combine metrics across your entire operation in ways that weren't previously possible, exposing relationships no single report could show. Think of existing reporting as answering the questions you knew to ask. Bolt Insights surfaces the ones you didn't.

Do I need to be technical to use Bolt Insights?No. You describe what you want in plain English and Bolt Insights returns a report in seconds. The AI was trained on home improvement-specific data and workflows, so it understands the questions contractors actually ask. No SQL, no exports, no technical setup required.

Does Bolt Insights work with the data I already have in Builder Prime?Yes. Bolt Insights connects directly to your existing Builder Prime data — leads, estimates, jobs, payments — in real time. There's nothing to import or sync.

How do I get access to Bolt Insights?Bolt Insights is available now to Builder Prime customers. Reach out to your account manager to get started. If you're not on Builder Prime yet, request a demo to see what it finds in your numbers.