AI-powered business intelligence for home improvement contractors

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Stop wasting time trying to pull data, only to find yourself at a dead end

The contractors growing at 50%+ year-over-year aren't better at the trade. They check their close rate by rep every Monday. They know which lead sources are profitable. They stop spending on what doesn't work. You can't do any of that from Excel.

  • Constantly exporting

    Every time you need a number, you're pulling data into Excel and building it yourself.

  • Not sure what's accurate

    The same metric shows up differently in different places. Which one's right?

  • Stuck reacting

    You find out about problems after they've already cost you money.

Your numbers, plain and simple

Ask questions about your business in plain English and get instant answers. Find hidden problems you’d never catch in a standard report by asking questions like, “Are any reps changing lead statuses just to make their numbers look better?”

  • “The biggest reason we use this so frequently is how easy it is to access our data.”

    I can see all my key metrics in one place—nice, clean, and easy to understand—allowing me to find the precise data I need without ever having to leave the platform. It does exactly what it's intended to do: inform critical decisions within the business. On top of being an incredibly thorough and powerful tool, it makes customization effortless. You can just say, ‘Hey AI, I want this sort of reporting metric,’ and instantly have a custom template that you can rerun all the time.

    TJ ParsonsCompany Name
  • “We replaced three different reporting tools with Bolt in the first month.”

    Our team spent every Monday reconciling spreadsheets that never quite matched. Now everyone is looking at the same numbers, pulled live from the same source. Decisions happen faster because nobody is arguing about whose pivot table is right.

    Jordan LeeOperations Director
  • “My reps trust the dashboard, so they stop second-guessing the pipeline.”

    Before Bolt Insights I would walk into our Monday huddle with three different versions of the close rate. Today we open the same view together, talk through the actual numbers, and walk out aligned on what to do next. It changed how we coach the team.

    Morgan ChenSales Manager
Make Reports Easy

What you can do with Bolt Insights

  • Ask questions. Get instant answers.

    Like magic, Bolt Insights returns the answer as an easy-to-read table or chart that you can save into a repeatable template. No formulas or technical query language required.

  • Use reports built for contractors

    Pre-built dashboards for lead flow, sales performance, job profitability, and price-per-square-foot analysis. Built by people who know home improvement and ready to use on day one.

  • Customize & save your views

    Have a specific data set you want to access regularly? Pull once and save it for later. Share with your team, or keep it private.

  • Spot problems before they hit

    Bolt Insights shows trends over time so you can see issues forming—like close rates dropping or lead volume slowing—before they show up in your bottom line.

    Schedule reports to your inbox

    Pick a report, set a frequency (daily, weekly, or monthly), and Bolt Insights sends it automatically. Set alerts to notify you only when a number crosses a threshold.

    Turn a sketch into a report

    Draw the chart you're picturing and the AI Assistant turns it into a real, data-connected report instantly.

Who uses Bolt Insights

  • Owners

    Increasing sales and profits becomes easier when you can see profitability by job type, ROI by lead source, and revenue trends—without asking someone to pull a report.

  • Sales Managers

    Track close rates, pipeline value, and rep activity in real time. Know who's hitting quota and who needs coaching so your team can blast through your sales goals.

  • Operations Managers

    Monitor job margins, production schedules, and resource allocation. Catch costly bottlenecks early before they destroy your performance for that month or quarter.

  • Anyone Stuck in Excel

    Keep employees serving customers—not stuck in spreadsheets. Stop wasting hours formatting and exporting data. Get the answers you need in seconds with Bolt Insights.

Get access to Bolt Insights

What changes with Bolt Insights

Before Bolt Insights

  • Export to Excel to answer a question
  • Wait for someone to build a custom report
  • Compare spreadsheets to find discrepancies
  • Check reports manually
  • See what happened last month

With Bolt Insights

  • Ask in plain English, get an instant answer
  • Generate it yourself in minutes
  • One source of truth across all reports
  • Get scheduled reports and threshold alerts
  • Spot trends before they become problems

Bolt Insights FAQs

  • Do I need technical skills to use Bolt?

    No. If you can type a question, you can use Bolt. It understands plain English.

  • Does it work with my existing Builder Prime data?

    Yes. Bolt Insights connects natively to your Builder Prime account and queries your live data—no exports or syncs required.

  • Can I still use the old reports?

    Absolutely. Your existing reports remain available alongside Bolt Insights—you can use either or both.

  • Can I bring in data from outside Builder Prime?

    Yes. You can upload spreadsheets or connect external sources so Bolt can analyze your full picture.

  • What does Bolt Insights cost?

    Bolt Insights is included with eligible Builder Prime plans. Contact us for pricing details for your team.