Buildertrend implementation, done right the first time.
You bought Buildertrend to run every job from one place. We configure it around how your company actually works, connect it to QuickBooks, build your templates and train your team, so you're running real jobs in it within weeks.
- Company settings and usersWk 1
- Cost codes synced to QuickBooksWk 2
- Lead and proposal templatesWk 3
- Schedule templates per job typeWk 4
- Client portal and selectionsWk 5
- Team trained by roleWk 6
Most contractors don't fail with Buildertrend because the software is wrong. They fail because nobody had time to set it up. The account gets opened, a few jobs get entered, the schedule goes back on the whiteboard, and a year later you're paying for a system the office works around.
Implementation fixes that in the right order. We start with a free audit of your account, map how your jobs actually move from lead to warranty, then configure each part of Buildertrend to match. Andrew has implemented construction software for nine years and ran his own roofing company before that, so the setup is built by someone who knows what a Tuesday on a jobsite looks like.
Signs you need this.
You're using a fraction of what you pay for
Daily logs get used. Budgets, selections, change orders and the client portal sit untouched.
Every job gets set up from scratch
No templates means retyping the same schedule, to dos and cost codes for every new project.
The office and the field run different systems
Project managers update Buildertrend while crews text, call and keep paper notes.
You tried to set it up yourself and stalled
Between running jobs and running the business, implementation never gets the hours it needs.
What we set up for you.
- Company settings, users, roles and permissions
- Cost code structure and QuickBooks connection
- Lead, estimate and proposal templates
- Schedule and to do templates for each job type
- Selections, change orders and client portal setup
- Purchase orders, bills, budgets and invoicing
- Data and file migration from your old system
- Role based training for office, PMs and field
- A written step by step plan your team keeps
How it works.
Free system audit
A 60 minute discovery call where we review your account, show you the missed opportunities and lay out scope, timeline and pricing.
Configure the foundation
Company settings, users, cost codes and the QuickBooks connection, set up to match your process.
Build your templates
Schedules, to dos, proposals, selections and change orders for the jobs you actually run.
Train and go live
Role based sessions, onsite or remote. The basic package is live in as little as 4 weeks, a full system in up to 8.
“We wanted an onsite consultant that worked in the construction industry and was a construction software expert. Andrew came to Fresno, CA and worked with us for 3 days. Very pleased with his attention to detail and everything he's helped us with over the past 8 months.”Rick M., Bath Planet, Fresno, CA
Buildertrend Implementation questions.
How long does Buildertrend implementation take?
The basic package can be running in as little as 4 weeks. A fully implemented account takes up to 8 weeks, depending on how many jobs, users and integrations you have.
Can you fix an account we already set up badly?
Yes. Many clients come to us after a first attempt. The free audit shows what to keep, what to rebuild and in what order.
Do you migrate our existing jobs?
Yes. We handle data entry, data migration and file structures, including closed, completed and warranty jobs.
Is this the same as Buildertrend's onboarding?
No. We have no restrictions on data entry, migration or cloud storage access, and we customize the system around your business instead of a standard checklist.
From the blog
Buildertrend consultant or Buildertrend onboarding: which do you need?
What software onboarding teaches, what an independent Buildertrend consultant adds, and how to tell which one your company actually needs.
Read the article, 3 min TrainingWhy your crew won't use Buildertrend (and how to fix it)
Field adoption is where most Buildertrend rollouts stall. The real reasons crews ignore the app, and the simple changes that get daily logs, time clock and photos happening every day.
Read the article, 3 min ImplementationBuildertrend implementation checklist: what to set up first
The order to set up Buildertrend so it actually sticks: company settings, cost codes, QuickBooks, templates, the client portal and training. A practical checklist for builders and remodelers.
Read the article, 3 minPairs well with.
Find out what your system is missing.
Book a free 15 minute call. If it's a fit, your discovery call includes a complimentary audit of your Buildertrend account.