Buildertrend is cloud-based construction project management software for home builders, remodelers, specialty contractors and general contractors. It combines scheduling, project management, financial management, customer management and service management in a single suite.
Buildertrend offers great integration from tracking purchase orders, maintain subcontractor communication, sharing progress through social media, and tracking warranty for the residential construction industry. Project management tools include scheduling, budgeting, time sheets and more.
1. Pre-Sale Process
Buildertrend provides pre-sale tools including a built-in customer relationship management (CRM) system, quick bids and proposals. Making proposals and bids is a breeze as users can easily refer to historical data for accurate estimates.
One thing about the Pre-Sale features is there is not a feature to create and accept multiple proposals in the same job even though some companies may need it. For example, Josie a reviewer from Captera said that his company often have customers who want separate bids.
2. Project Management
Schedulling management features provides custom schedule templates, automatic schedule shifts, and multiple view (calendar, agenda, gantt). You can also create tasks for yourself, punch lists for your subs, checklist for your employees and reminders for your clients. From the office or mobile app, one change updates all affected items on your critical path and you control who gets notified.
One of the best thing about Buildertrend is the ability to attached photos, word documents, excel sheets, PDF documents, and really any type of electronic file and turn BuilderTrend into a powerful document management system.
Messaging capabilities that allow you to keep a record of notes or messages in one area logged by date and job site is extremely valuable. Users can comment in conversation threads, search by topic, and share messages securely to others with only the right access.
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.
Other features include daily-logs, plan markup, trade partners, and reporting.
3. Financial Tools
Buildertrend’s Financial Tools features will help you manage the lifecycle of the finances for each of your construction projects. It portion allows for the ability to schedule and submit PO’s to sub-contractors, receive payments from your clients, and submit invoice payments directly into other accounting software such as Quickbooks and Xero. It has a time clock for time entries, time reports, and export to compatible accounting software.
Other features include lien wavers, purchase orders, job costing, scheduling, tracking and acceptance of payments.
4. Customer Management
Customer management features include customer login, online selection approvals, surveys, and reviews. Native apps for iOS and Android allow users to access the platform while on the field.
Buildertrend is integrates with a variety of other software, like cloud storage, estimating software and accounting software as listed here.
Buildertrend’s mobile app keep everyone informed by quickly managing change orders, updating schedules, checking off To-Do’s, marking up plans and more, all on your mobile phone. The Buildertrend mobile app also lets you share jobsite photos, instantly. It available on Playstore and AppStore.
This solution provides each company with an account manager to provide training and support. Also included are customized branding, daily webinars, support chat, the Buildertrend Learning Community, a 24/7 help section and Buildertrend University.
Buildertrend pricing starts at $99 per month for one project, with no setup fees and with a 30-day money back guarantee. Their more detailed pricing structures aren’t readily available on the website, but they do specify that the more projects a user adds, the cheaper the monthly fee becomes.
This software has very many great features that are in demand by construction companies. Its easy to learn and use. It looks like it will pull together all the different operations of construction project, from handling leads to writing proposals, and actual construction.
The pricing may little expensive for smaller jobs. Some features can often be difficult to find or use but it is just a matter of playing around with the program to figure out how to use it. There are also some reviewer from around the web (such as captera, softwareadvice, and others) who think Buildertrend features for leads and financial management could be better.