How Buildertrend Can Help Your Construction Business

If you're looking for a construction management software that combines the features of CRM, project management, customer service, and financial management into one powerful solution, Buildertrend is the answer. With an online interface and mobile app, this construction software is easy to use and customize, and it includes tools that make it easier to manage your projects, your customers, and your business. It also has integrated customer management tools that allow you to track orders, process payments, and manage selections.

Integrations

There are several ways to integrate your software with other tools, such as QuickBooks or Xero. Buildertrend can also help you manage payments, as it offers built-in integrations with these accounting applications. Payment processing can be a time-consuming and cumbersome process if it is not done efficiently.

With the help of Buildertrend, you can avoid wasting time and money on unnecessary steps. You can also track files and share folders with your team, as well as create custom to-do lists.

If you are planning to use Smartsheet to manage your project, it offers many integrations with other programs. It offers templates for estimating, punch lists, closeout checklists, and more. Additionally, it includes built-in resource planning and reporting tools.

It is also available on mobile devices. It offers a number of integrations with other construction software. For instance, you can connect your Smartsheet account to Dropbox to track your projects.

Costs

When you're considering buying construction software for your business, you might be wondering which of the popular options would work the best for your needs. Procore and Buildertrend are both well-established and highly rated.

Both offer powerful features for managing the entire construction process, from bidding to project close. In addition to offering comprehensive project management, they also provide financial tools and customer support. If you're not sure which is right for you, read on to discover the pros and cons of each construction software option.

Pros and cons of Buildertrend: It can integrate with QuickBooks and Xero, and offers geofencing features. You can also export non-financial data to Outlook, Google Calendar, or iCalendar. It also has online payment options, including credit card payment. It also integrates with Xero and QuickBooks, so you can automatically generate client invoices and lien waivers.

Features

Managing finances is one of the most difficult parts of running a construction business, but with the help of construction management software like Buildertrend, the process becomes much easier. Financials are separated into different categories such as estimates, bids, budgets, invoices, and payment reports.

The financials can be viewed and analyzed easily, and they can be broken down by job. Another great feature of Buildertrend is its analytics.

A built-in time clock is another useful feature of the software, which records time. It also features geofencing, which automatically stops recording time if a crew leaves a certain area. Another great feature is the ability to accept payments online, including credit card payments. Buildertrend also integrates with accounting programs such as QuickBooks and Xero, so it updates client invoices and generates lien waivers automatically.

Mobile access

Many builders, contractors, and architects swear by the Buildertrend mobile app. With a variety of mobile devices, users can access their projects, leave notes and even mark up photos or videos.

The mobile app also makes it easy to find and edit documents, reduces the risk of losing files, and makes all documentation available whenever you need it. Here are some of the ways it can help improve your construction business. Read on to learn more.

One of the best features of Buildertrend construction software is its ability to manage change orders, which allows you to streamline the approval process and collect payments online. Another great feature is the Schedule feature, which allows you to make changes on the go, regardless of where you are.

Other features of the Buildertrend construction software include multiple views and syncing with external calendars. With this powerful construction software, you can manage your entire construction process from a single, central location.

Owner view

The Owner view of Buildertrend construction software allows you to communicate with your clients easily. You can send them messages, add comments, and track changes on the job. Messages and RFIs can be logged, and your clients can easily view their job and sign off on any changes, ensuring that everyone stays in the loop.

This construction software also features financials and a Gantt chart, which make it easy for your clients to approve your projects and communicate effectively.

Currently, Buildertrend is only available for custom builders, but it does have some production-building features, including connection to use allowances. As a result, it may not be the best option for larger construction firms.

But it should be a good fit for smaller companies that do not have many employees. There are also custom packages available, so you can tailor the software to fit your company's needs. Despite the many positives, there are a few downsides to using the Owner view of Buildertrend.