Fewer "what's happening?" calls. More five star reviews.
We set up the client side of Buildertrend: the portal, selections, change orders, messages and review collection, so homeowners always know where their project stands and approve everything in writing.
- Client portal configuredWk 1
- Selections with deadlinesWk 2
- Change orders signed onlineWk 3
- Messages in one threadWk 4
- Photos and updates sharedWk 5
- Review requests at closeoutWk 6
Homeowners don't call because they're difficult. They call because they don't know what's happening. And when selections get chosen by text and change orders get approved on the driveway, every misunderstanding turns into a margin problem.
Client management in Buildertrend puts the whole relationship in one place. Clients see their schedule, photos and updates in the portal. Selections come with deadlines and allowances. Change orders get signed online before the work starts. And when the job wraps, review requests go out while the client is happiest.
Signs you need this.
Your phone never stops
Clients call and text for updates the portal should already be giving them.
Selections are chosen by text
Then nobody can find what was picked, and the wrong tile shows up.
Change orders are approved verbally
So they get disputed or never billed.
Great jobs don't turn into reviews
Nobody asks at the right moment, so your reputation lags your work.
What we set up for you.
- Client portal permissions and views
- Selections with allowances and deadlines
- Change orders with online signature
- Messaging and notifications set up sensibly
- Photo and daily log sharing
- Warranty request process
- Customer review collection at closeout
How it works.
Walk the client journey
From signed contract to warranty, what your client sees and when.
Set up the portal
Decide what clients see, and make updates automatic where possible.
Selections and change orders
Allowances, deadlines and online approvals tied to the invoice.
Closeout and reviews
A warranty process and review requests timed to the finish.
“Process automation, understanding the customer journey in a construction environment, and attention to detail are some of the strengths Andrew brings to the table for any construction contractor. If you are trying to get on top of all the details of your business, get on the phone with him for 20 minutes. He will teach you a lot and give you some next steps to getting uber organized.”Les O'Hara, North Shore Brickwork and Windows, Evanston, IL
Client Management questions.
What can clients see in the portal?
You decide. Typically the schedule, photos, selections, change orders, invoices and messages. We set permissions so they see what helps and nothing that confuses.
How do selections work?
Each selection gets choices, an allowance and a deadline. The client picks online, and the price difference is tracked against the allowance so it lands on the invoice.
Will this reduce client calls?
That's the goal. When the portal is accurate and updates are shared, clients check it instead of calling.
How do you collect reviews?
We time review requests to closeout, when the client is happiest, and make it a single tap for them.
From the blog
How to build Buildertrend schedule templates for every job type
A practical way to build Buildertrend schedule templates from your real jobs: phases, durations, dependencies, assignments and when to update them, so a new job loads in one click.
Read the article, 3 min Client managementSelections and change orders in Buildertrend: stop losing money in the gap
How builders and remodelers use Buildertrend selections, allowances and change orders to get decisions in writing, keep the schedule moving and bill for every change.
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.