Buildertrend is a construction management system for home builders, remodelers and general contractors. The system provides real-time 24/7 access to scheduling information, change orders, documents, photos, warranty management, homebuyer selections, and much more. It combines project scheduling, project management, customer management, and service management in a single suite. As a Web-based platform, this system can be accessed anywhere with a computer or mobile device.
Buildertrend provides pre-sale tools, including a built-in CRM system and quick bids and proposals. Project management tools include scheduling, budgeting and time sheets. Customer management tools include change order and selection management, warranty requests and payment processing.
This system also integrates with other valuable solutions, such as QuickBooks and Xero.
Buildertrend provides each company with an account manager to provide unlimited training and support. Also included are daily webinars, the Buildertrend Learning Community, a 24/7 help section and Buildertrend University.
Overall, BuilderTrend seems like it could be a good solution for companies that build homes or do other large projects like that with subcontractors. It definitely is not designed for companies that do small jobs or many jobs with one client. Be ready with questions when meeting with your BT rep during your 90 day trail time. Have them show you how things are done so you understand how it works 100%. There were a few features that were promised to us, but then when we asked more specific questions, it turned out that those things were not as promised. However, probably a great tool for a general contractor needing to stay organized and wanting to stay transparent to clients!
- Time tracking with overtime automatically calculated.
- Job costing with custom jobs/types. Can generate reports so you can see effectiveness of employees.
- Different views for job schedule which can be nice - calendar, agenda, gantt.
- Can store unlimited photos, videos, and documents. All are organized in folders and can be shared with the client easily.
- Can assign multiple employees to jobs as well as subcontractors and their prices and information.
- It will show your current costs, so you can see how much the job is costing the client in real time.
- Most everything is customizable and template based.
- You are assigned a specific rep from BT that will answer all questions and do live training with you - Very helpful.
- There are a fair amount of videos available online from other users who are also using the software.
- Effective for companies that deal with large jobs with many moving parts and subcontractors.
- Client portal for each job that includes notes, pictures, videos, progress, invoices, etc. This all can be hidden from clients as well and customized to how much information you are wanting to share.
- Calendar feature doesn't allow you to drag and drop jobs or scheduled items and also allow clients to view it. You can either drag and drop or have it be viewable to clients. This is fairly simple to switch back and forth, but it adds extra steps.
- App is not user friendly for employees or technicians. There are too many buttons to press.
- This software only works well for companies that handle large jobs that are long term with many elements.
- To-do's are fairly simple and not well designed. Great that you can add photos, videos, docs to each checklist item. But there's only 1 checkbox per item, no title for the item, and no way to make the to-do list required for employees.
- If you don't press "save" after uploading photos/videos or writing notes, they will disappear and you can easily erase notes. No window that reminds you to save work before moving on.
- Extremely job-based. You must chose the job and then you can view schedule, clock in, add notes, complete checklist, etc. Not easy to view all jobs at same time.
- No line items for invoices.
- Client portal is set up to be job-based and not client-based. That means every job will have to have a different username for the client to log into.
- Overtime that is automatically calculated doesn't automatically calculate a higher rate on the client's budget.
- Learning curve is overall fairly steep. As a fast learner and pretty technically able, it took me a while to figure out how the software worked. Not super intuitive.
- Not a very updated or attractive look.
Ethan, we very much appreciate your detailed feedback! We would love to have a member of our Product Team contact you to hear more of how we can make Buildertrend a fit for your industry. Thanks again!
There are additional comments on the forum and with Derek (from a several months ago). The pain points we were trying to resolve were not resolved with BT. One pain point was dealing with project management. Sharing plans, having daily reports, seeing who is on the job, the calendar, having budgets in an easy, central place, etc. Those were addressed. We were also wanting a program to manage POs /contracts from PO to final payment -dealing with lien releases (all of them, progress, unconditional, final). Allowing for subs to progress bill and deal with change orders and retention. This was not better, in fact we are double entering data and having to extract to DocuSign to get what we need completed.
Project management. daily reports, calendar, to dos, bidding, having a budget, documents, mobile app, templates
all things financial - PO's, Lien Releases, integration with QB (need to have PO's and budget integrate), subs submitting an invoice (shouldn't be all or nothing), progress billing. Securing areas of use. Not getting a sub report (with custom columns so we can print a list for customers). Not having custom fields in the PO. not being able to remove former employees from the list (make inactive, like subs). reminders on the bell are always wrong or not relevant. Not able to have a change order directly associated with a PO so we can see the full value of the contract with changes. Managing retention. No PO approval process (internally route). Unable to get signatures on additional lien waivers. Time it takes to push from BT to QB - during billing there is a long delay. Constant circle of death. Unable to pull up vendor from a PO or add a new vendor from PO. With Bills and POs we should be able to select on that bill/po if we want it added to the budget / new expected. On the budget we should be able to select which columns are viewed.
We began using Builder Trend a little over 2 years ago as a move away from Build Tools. I have been very happy with the response time on customer support, and it is nice to always be able to reach someone when you have a question. We as a company are not currently using some of the features including scheduling and none of our subs or homeowners are going into the system, but we are trying to change this. We are actively using documents, selections, budgets, etc.
I like the ability to get notifications for a variety of transactions, the ability to log in & see things from a variety of devices, the tracking features for every transaction, and I love the amount of storage space for documents & photos that it has.
I wish it was more affordable to purchase more jobs so that we could use the system for our remodel projects, currently, we do not enter them in as many of them are small projects and do not warrant the expense it would cost us to have that many jobs. It is unfortunate because it puts us with two different processes for selections, budgets, docs, etc. depending on what type of project it is. I wish it was also possible to mark a selection as "Ordered," much like you can mark it as "Approved" it would help the designer & client know when it is absolutely too late to make changes. Lastly, I wish the transition to QB was more efficient. If you are using a desktop version of QB, which is the only way to have the contractor version, when PO's are pushed to QB, they do not populate the customer's job to the items on that PO even though it is tied to that job. I am not even sure what the point of tying the jobs together is as it does not seem to connect them at all in the transfer process.
Our team has been using Buildertrend for just over 2 years now and we would be lost without it. It's a no-brainer! The program has given our team a competitive advantage by providing our customers with their own project website, has improved the efficiency in our processes dramatically and has made project management on site incredibly easy. Even after 2 years, I'm still learning about new features that will help our team. The program's unmatched support team, detailed and highly-developed features and complete integration has helped us increase our volume, revenue and profits... It's completely changed the game for Owen Homes.
The included customer service team and support are unmatched. When you're running your business through this program, sometimes you need an immediate answer or need to learn a new feature on the fly and having instant access to those webinars and forums is invaluable.
I also love how detailed and thought through each feature is - it's what made the switch from our old process so easy because they literally thought of everything!
I could go on forever... the custom fields, different types of users and permissions, project templates, sync to Quickbooks... Buildertrend is doing it and doing it well.
Some of the features like selections, financials, and the gantt chart portion of the calendar are definitely more challenging when trying to switch from our current process over to Buildertrend. However, I'm not sure if there is a better way for any of those; I know those will have a learning curve because those are the more difficult parts of the project.
It's hard to come up with cons for the program because I feel a lot of my issues could be resolved by learning more about the feature. I guess I'll leave with a suggestion: maybe emailing or notifying users of the next month's available webinars or reminders to use the resources -- I forgot these existed for about a year, I was just watching the videos available. I would like to see more videos uploaded -- long and short on specific features.
We are a boutique custom home builder; each project is unique and personalized. Although I was not involved in the selection of this software, my understanding is that we wanted a program that could be accessed by all the parties involved, handle the scheduling and move us away from paper checklists - ultimately allowing all users to be both informed of changes and to be able to plan for future events without having to directly communicate with each person.
As far as scheduling goes this system has failed. It has caused more time consuming questions. My complaint is that you can only link item to item by a (or a couple) predecessor(s) that, ultimately, the program struggles with which item is next in the list if a few of them share the same linked task. Also in a best case scenario, this scheduled list is how you build a house - but in most cases something, whether it be trade related or whether related or inspection related, cause a task to be delayed but the other ones would continue on schedule however the program has linked the start date to the the delayed task and now the whole calender is messed up. Or perhaps the exterior of the house generally starts after framing and roofing but maybe a winter storm makes this impossible so you continue the interior for weeks. Then you try and adjust backwards and because your best case scenario template stated it should commence at framing completion and you delayed that. Thus your left with a domino affect of wrong dates. and a series of emails sent to vendors informing them of the delay that really didn't apply to them. So they change schedules and you are left with no trades to do the interior work that in your mind could and should be fine.
I also find that the program doesn't offer enough flexibility in the selection section. It allows me to upload a previously created document to be stored that a homeowner could then log on and download. They then fill out and can't re-upload this document, so they are forced to fax or scan and email back to us. This is neither time effective nor practical. Perhaps it would be better if we were able to create a checklist that was interactive in this section, similar to the change orders where we type out the change and the client could update decisions. In our company we don't limit our clients to three choices of floor plans and two cabinet doors and 4 granite selections, they are free to choose anything they can dream of. As a result we cannot load a document that would apply to all builds.
However, I believe the change orders tab is well thought out, easy to use and provides all the options to make it a valuable asset. The warranty section does a great job of tracking and notifying and saving time and assuring that service and warranty items are handled and accepted. The daily log and messaging capabilities that allow us to keep a record of notes or messages in one area logged by date and job site is extremely valuable and a good system.
Furthermore, the software as a whole is easy to learn, has a logical and simple layout so even those who are not computer savvy can fumble through without creating errors and won't be too intimidated by the complexity of the software to attempt to use it.
Finally, the technical support and training provided is always quick to help resolve an issue or aid in a question. New training is scheduled in a very quick time frame for free and is tailored to the person that requires it. This is handled exceptionally well in a time when often companies forget you exist once the purchase is complete.
So, we have decided that we will use BuilderTrend for those things that they excel at and don't use it as a scheduling tool.
Pricing is dependent on the number of projects in an annual term and the type of projects performed. A 30 day risk free trial is available.
Run your entire business from one single platform.
Save time and money through scheduling efficiency.
Never loose money on a botched change order again.
Manage your subcontractors with ease.
Automatic notifications cut down phone calls and emails.
Weiter unter folgen häufig gestellte Fragen über Buildertrend.
Buildertrend bietet folgende Kostenpläne an:
Beginnt ab: $99/Monat
Kostenlose Testversion: Verfügbar
Pricing is dependent on the number of projects in an annual term and the type of projects performed. A 30 day risk free trial is available.
Buildertrend bietet die folgenden Funktionen:
Buildertrend hat die folgenden typischen Kunden:
Freie Mitarbeiter, Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen
Buildertrend unterstützt die folgenden Sprachen:
Buildertrend hat folgende Preismodelle:
Buildertrend unterstützt die folgenden Geräte:
Android, iPhone, iPad
Buildertrend kann in folgende Anwendungen integriert werden:
Dropbox, Facebook, QuickBooks, QuickBooks Online, QuickBooks Online, Square Takeoff, Twitter, Wordpress, Xero, Xero
Buildertrend bietet folgende Optionen für Kundensupport:
Häufig gestellte Fragen, Forum, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen