# Builder Prime and Volty

> Remodeling enquiries on Instagram become Builder Prime clients with an estimate visit booked by Volty, and clients ask on WhatsApp what stage a job is in.

Remodelers on Builder Prime let Volty turn an Instagram or WhatsApp enquiry into a client with an estimate visit booked, and tell customers what stage their project is at.

Talk to Volty · Free trial

Updated 2 Nov 2026

## Redoing the kitchen

Priya messages on Instagram. Volty gets the address and books an estimator in Builder Prime.

PH

priyapatel.home

Instagram · Homeowner

Hi, we're thinking about redoing our kitchen. Can someone come give us a quote?

Volty We'd love to. What's the address, and is it the whole kitchen or cabinets and counters only?

Whole kitchen. 903 Willow Creek Ct, Plano

Checked Builder Prime · Estimate visits · Plano · free Wed 10am, Thu 4pm

Volty

Thanks, Priya. Our estimator can come on:

Estimate visit · Plano

Wed Nov 4, 10:00 am · Thu Nov 5, 4:00 pm

Thursday at 4

Volty Booked: Thursday, November 5 at 4pm with Jordan. He'll bring cabinet and counter finishes to look at.

Google Calendar

Jordan's estimate visits

Wed 4

Thu 5

9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p

Bath remodel · Greene

Siding · Morales · Kitchen · Patel

## What Volty does with Builder Prime

Builder Prime is a CRM for home improvement and remodeling companies, covering leads, estimates and projects. Volty takes a remodeling enquiry on Instagram or WhatsApp, asks the project type and address, and offers free estimate times. Customers with work underway ask Volty what stage their project is at, and Volty answers from Builder Prime.

- Estimate visits picked in chat · Two or three open times, tapped by the homeowner.
- Lead source kept · Instagram or WhatsApp is recorded with the project type and address.
- Project stage answers · What is done and what comes next on a remodel.
- The homeowner says yes first · Nothing is booked until they pick a time.

Connects with

Builder Prime Open API, secret key

Volty reads

Clients, lead status and source, project stage

Volty can change

New clients and estimate visits, when enabled

Setup

The Volty team, key from your Builder Prime admin

Category

Field service & construction

Cabinets in, countertops next, from the project in Builder Prime.

### When do the counters go in

Craig asks about his remodel. Volty reads the project stage.

CS

Craig Sullivan

WhatsApp · Customer

Any update on when the countertops go in?

Checked Builder Prime · Sullivan kitchen · Cabinets installed · Countertop install Nov 10

Volty Hi Craig, the cabinets are in and your countertops are set to be installed on Tuesday, November 10.

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Instagram enquiry to estimate

- When · A homeowner messages · About a remodel
- Step 1 · Asks the scope · Kitchen, bath, whole house
- Step 2 · Creates the client · With the visit they picked
- Step 3 · Tells the estimator · In team chat

Priya picked Thursday at 4. Jordan brings the finishes.

## How Volty connects to Builder Prime

Builder Prime has a REST-based Open API. An admin generates a key in Builder Prime with only the permissions Volty needs, and the Volty team sets Volty up with it as a custom connection.

- 01 · Generate the key · In Builder Prime, Admin, then Integrations, then the Open API section. The secret shows once.
- 02 · Pick its permissions · For example client creation, plus whatever reads you agree on.
- 03 · Approve in Volty · An admin approves the connection once.
- 04 · Set each switch · Creating a client and booking a visit start Off.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Find client · Reads
- Read estimator availability · Reads
- Read project stage · Reads
- Create client · Changes
- Book estimate visit · Changes

Reading tools can be turned on straight away. Anything that changes Builder Prime starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### Where is the Builder Prime key Volty uses created?

An admin opens Admin, then Integrations, in Builder Prime, scrolls to the Open API section and generates a new key with the permissions agreed for Volty. The secret is shown once, so it goes straight to our team during setup.

### Will new clients from Volty keep their lead source?

Yes. When Volty creates a client in Builder Prime it fills the lead source, such as Instagram, with the project type and address. Builder Prime expects values like lead status and source to match ones already set up in your account, so we map them during setup.

### Can Volty book estimate visits for more than one estimator?

Yes, if your estimators' availability is shared with Volty. The homeowner picks one of the open times Volty offers, and the visit is booked only after that. The booking tool starts Off until you turn it on.

### How much does it cost to connect Builder Prime with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

- LeadPerfection Field service & construction
- CompanyCam Field service & construction
- Instagram DM Messaging channels
- Google Calendar Calendar & booking
- WhatsApp Business API Messaging channels

All integrations

## Start your free trial

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Sign up for our 7-day trial. No credit card needed.

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## Links

- [Field service & construction](https://voltade.com/integrations?category=field-service)
- [LeadPerfectionField service & construction](https://voltade.com/integrations/leadperfection)
- [CompanyCamField service & construction](https://voltade.com/integrations/companycam)
- [Instagram DMMessaging channels](https://voltade.com/integrations/instagram)
- [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar)
- [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp)
- [All integrations](https://voltade.com/integrations)
