From $2M to $10M: How Legacy Builders Scaled Up with Houzz Pro

Since 2017, husband-and-wife team Jon and Sadie Whitener have grown Legacy Builders while raising their three daughters—building a business grounded in honest communication, quality work, and strong relationships. Transparency is at the core of everything they do, and for them, building homes is just as much about the experience as the final result.

But as the business grew, they found themselves juggling spreadsheets, emails, and multiple tools—CoConstruct, Materio, Squarespace, HomeAdvisor—just to stay organized.

“Selections were missing in one system, so we’d pay for another,” Sadie explains. “A lot would fall through the cracks.”

That’s when they realized they needed a better solution, something that could keep pace with their growth and match their commitment to a seamless, transparent client experience.

Jon and Sadie migrated their entire operation to Houzz Pro, replacing the various systems and tools they had been using. Houzz Pro brings everything they need into one connected platform—centralizing Estimates, Daily logs, Selections, Schedules, client communication, 3D tools, and more.

During initial walkthroughs, Jon uses Houzz Pro’s 3D Scanner to capture site measurements—"Houzz Pro is a game changer. I can 3D scan a whole house saving 30 mins to an hour of my time. It's very impressive and gives us the ‘wow cool’ factor when we do client meetings.”

Providing visibility to clients is critically important to Legacy. They use Houzz Pro to create detailed Estimates, and rely on Houzz Pro’s Client Dashboard so that clients can access key information anytime. “Clients can check budgets, approvals, Invoices, and the Schedule all in one place—without digging through emails.” Jon explains, “The trust starts when clients see how transparent we are with their budgets. Houzz Pro helps us maintain that trust every step of the way.”

Houzz Pro has transformed how the team handles project scope changes and selections. With everything in one place, clients can log in to review and approve Selections, track updates, and even sign off on Change Orders, all from their phone, while the team benefits from a clear paper trail on every decision.

“Once a client clicks the approve button, that choice is locked in—and everyone is clear on what’s been decided. If a client wants to change something later, we can easily refer back and explain that it will require a change order. That hard approval button is a game changer. It’s saved us thousands on Change Orders that clients might otherwise push back on.” Sadie says.

Houzz Pro also keeps the entire team aligned. With everything documented in one place, it’s easy for someone to step in and pick up where others left off. Sadie isn’t worried about two employees going on paternity leave —thanks to Houzz Pro, project details and client communications are always accessible. “Having a central hub that we can use together with our employees to see customer communication all in one place—it’s amazing,” she says.

Since adopting Houzz Pro, Legacy Builders has grown from $2 million to $10 million in annual revenue, without compromising the level of care they give each client. The platform has allowed them to take on more complex, high-value projects with confidence, knowing they have the systems in place to support a professional, transparent client experience at every stage.

Legacy Builders also appreciates the Houzz Pro team’s customer focus. “You guys actually listen to the feedback,” Sadie says. “Anything that comes up, you make adjustments. It feels like you’re listening only to us. It really feels like a relationship.” Her advice to other pros? Invest your time in a platform that can keep pace with your business.