What Is Buildertrend? What Contractors Need to Know


If you work in construction management, you probably feel like you’re constantly spinning plates, trying to make sure nothing falls through the cracks.

There has to be a better way! Good news: there is.

Using a project management software program can help simplify your tasks. This makes it easier for you to meet and exceed your customers’ expectations.

While there are plenty of options on the market, we recommend using a specific construction management software, like Buildertrend, which is made for businesses just like yours.

But what is Buildertrend and how do you know if it’s the right choice for you? We’re here to help. Keep reading to learn more about Buildertrend software so you can decide if your company can benefit from using it.

Buildertrend Features

The main goal of using construction management software is to help you get more jobs and grow your business. Buildertrend can help you do just that. The software has a list of robust features that help you from the pre-sales process to customer management and everything in between.

Pre-Sales Features

Using Buildertrend, you can manage all of your bid requests in one convenient location, with set deadlines. Then, the system will send automatic reminders, and when bids are accepted, you can turn them into contracts instantly.

You can also use the software to build out estimates and collect digital signatures upon approval. Buildertrend is also a leads and client management system, so you have access to a CRM right within the system. You can then use the software to send email marketing messages to your leads and clients with just the click of a button.

Project Management Features

Use Buildertrend to manage all of the nitty-gritty details of a project including:

  • Daily notes and weather updates
  • A list of to-do items that you can assign out to members of your team
  • Photo and documentation storage

Buildertrend also helps you manage every aspect of scheduling, so you never fall behind. You can use the software to see multiple scheduling views. Then, sync them to your own calendar and make quick adjustments on the go so that all of your jobs stay on track.

Do you work with multiple subcontractors? You can create accounts within the system for your subs. Use it to help keep track of certifications and monitor upcoming expiration dates so they don’t lapse.

Financial Features

Keeping track of financing can be one of the most difficult parts of running a construction business, but it’s arguably one of the most important. Buildertrend takes the stress out of finances. It comes with a built-in invoicing and payment processing system. And, it automatically connects with QuickBooks and Xero.

It also tracks estimated vs actual costs, so you don’t have to worry about going over budget on a project. You can also manage purchase orders and change orders within the system, making updates on the go, as needed.

And, time tracking for your crew has never been easier, thanks to a convenient time clock within the Buildertrend app.

Customer Management Features

If your clients aren’t happy, you aren’t happy, which is why Buildertrend makes customer management a breeze. The software includes a customer login portal, so they can monitor the progress of their project at any time. They can also communicate with you through the system, sending photos or messages when needed.

Through the interface, you can send clients information about decisions they need to make, having them confirm their selections with a secure, digital signature, so you don’t have to wait for an in-person meeting to continue making progress.

You can also use Buildertrend to get valuable feedback from your clients by sending them online surveys at the completion of a project. Then, you can display positive testimonials directly on your website with the click of a button.

Other similar software options just can’t compare to Buildertrend.

Available Resources

As you can see by the features we’ve outlined above, the Buildertrend software is powerful. In order to make it as easy to use as possible, Buildertrend has a library of resources available to their customers.

Their resource library includes articles, podcasts, and videos to help you make the most of their software. There’s also the Buildertrend Learning Academy. This allows to you take self-paced courses to build your skills within the software and beyond, in your construction career.

Looking for more? Consider attending Buildertrend University, a two-day intensive in-person conference for Buildertrend customers. Here, you’ll learn directly from experts and have the opportunity to network with your peers, as you learn everything Buildertrend can do for you.

Buildertrend Service Levels

Buildertrend offers three service levels, based on which features you need the most. The Core plan is the cheapest option, and it includes the most basic features. However, it doesn’t include:

  • Estimates
  • Purchase orders
  • Bids
  • Surveys
  • And more

The next level up, which is the Pro option, includes all the features of the Core plan, plus additional functions.

Finally, if you need something truly customized, you can opt for the Premium plan, where Buildertrend will work with you on a solution that best fits your business needs.

Regardless of which plan you choose, there are no contracts and you can cancel at any time, thanks to convenient month-to-month pricing.

Make Construction Management a Breeze With Buildertrend

After reading more about Buildertrend and everything it can do for your construction business, why wait any longer to take the next step? Signing up for a construction management software solution like Buildertrend can help you work more efficiently on projects, connect more with your customers, and manage the day-to-day aspects of your business, like financing.

Without a robust system like Buildertrend, it will be almost impossible to keep up with your competition, so don’t risk falling behind!

Are you looking for more business tips or software suggestions to make your life easier? Browse through our other articles before you go.

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