Buildertrend is a construction management system for home builders, remodelers, specialty contractors and general contractors. It combines project scheduling, project management, financial management, customer management and service management in a single suite. As a cloud-based platform, this system can be accessed online with a computer or mobile device.
Buildertrend provides pre-sale tools including a built-in customer relationship management (CRM) system, bids and proposals. Project management tools include scheduling, budgeting, time sheets and more. Customer management tools include change order and selection management, warranty requests and payment processing.This system also integrates with other solutions such as QuickBooks, Xero and various dedicated estimating and takeoff tools.
Buildertrend 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.
Brian D. Specializzazione: Ambiente ed energie rinnovabili Numero di dipendenti: 13-50 dipendenti
I used other CRMs in the past, but love using BuilderTrend. Its simple setup has allowed me to keep track of my customers as well as provide better follow up to my clients. I just utilize the Sales section of BuilderTrend, but it has improved my client relationships and increased my overall sales.
Buildertrend is great--I love using the Activity Calendar and Lead Report to keep track of my follow up with my customers. I can use activity notes to remember what I discussed with customers when we last spoke, and this helps me engage in better dialogue when I follow up with customers. Our installation team loves using the project management feature to keep track of our installs and provide an easy transition from sales to installation.
The user interface is kind of clunky, especially on the app. Sometimes it is difficult to find stuff and the filters can get annoying.
Risposta: Buildertrend 2/7/2019
Brian, thank you for your review and honest feedback! We love hearing how Buildertrend has helped your company.
Bronson H. Specializzazione: Industria edilizia Numero di dipendenti: 51-200 dipendenti
We have had a great experience overall. The software works great, there is little to no downtime, and the customer service team has always been prompt and nice.
It is cloud based, so you can access it from any computer or phone. The software is semi-customizable, which has allowed us to label and schedule things how we need them. We absolutely love the scheduling portion and the ability to upload daily logs/pictures from the job site for every job. There are a ton of other features that are really useful, such as the owner payment, job costing, and change order sections. Your overall experience will depend on how well you set up the program initially. If you set it up right, it is a great tool.
While the program is semi-customizable, it is not completely customizable. There is not much they can do to help if you want a feature more customized other than submit a ticket and hope other people are complaining about the same thing. But, that is to be expected with any mass sold cloud based software.
Heather H. Specializzazione: Industria edilizia Numero di dipendenti: 13-50 dipendenti
Overall Buildertrend has transformed our company for the better and brought us successfully into the future. We were able to go from all paperwork to virtually all digital. Files drawers full of paperwork sorted by each job are a thing of the past. Now all the information anyone needs is all packaged nicely, per job, at our fingertips!
I love the all encompassing information housing Buildertrend provides for each of our jobs. All of our team members can access this info with ease. No more information hiding in private emails or documents hiding on company drives...all of which cause major problems when team members are on holiday or out sick.
There are a few quirks and drawbacks I have found on Buildertrend. The most common qiurk seems to be the inconsistency of the same functions across different sections in Buildertrend. For instance uploading a file is done one way in one section of Buildertrend and a different way in another. Same with deleting items. In one section things just delete, in other sections you have to verify deletion and then select done...two extra steps. In the Leads section I can send a document out to be signed whether or not a customer has a log in to Buildertrend, but in the Change Order section (once the lead is a job) I can no longer send documents to an external emails for approval. I have to use Docusign to get signatures. This is not very streamlined. Seems like they had different teams writing code for different sections and they never communicated to each other on how to keep functions consistent throughout the software.
The worst drawback is that there is essentially no function for schedulING. The scheduLES within each job are great, but when it comes time for a foreman to see what team members and subs are scheduled on what jobs and what ones are available to schedule, there is no function :(
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.
Cord F. Specializzazione: Industria edilizia Numero di dipendenti: 2-10 dipendenti
I am finding myself being more accurate and detailed with estimates and labor costs. The time clock feature takes a lot of calculating off my shoulders. The scheduling, estimating, change orders, to-do's, daily logs, and PO's/bills features cut my logging time in half and the fact that everything is stored on Buildertrend and that I can make this information visible to clients prevents me from going through repetitive actions to keep people on the same page. Using the cost catalog with cost codes makes for a streamlined process in creating and releasing information to the client, this also keeps an accurate record of activities and makes for a very professional look when showing these documents to clients. I have so much more time in my day to tackle more productive and urgent matters while handling day to day operations for current jobs in a fraction of the time compared to not using Buildertrend.
The live updates in communication with subs and clients makes this software very desirable for my clients. Simplifies the process of communication and keeping people up to date.
For a single person that handles all day to day operations for a company and trying to learn a new software is a challenge. Not necessarily a con but to integrate the software makes for a bigger workload for a couple weeks.