Get the real schedule off the whiteboard.
We build schedule and to do templates for every job type you run, set up daily logs and the mobile app, and train your project managers and crews so the schedule in Buildertrend is the one everyone follows.
- Schedule template per job typeWk 1
- To do templates with ownersWk 2
- Daily logs and photosWk 3
- Subs and vendors invitedWk 4
- Mobile app for the fieldWk 5
- PMs trained on look aheadWk 6
A schedule nobody updates is worse than no schedule. When the real plan lives on a whiteboard or in a project manager's head, homeowners get surprised, subs show up on the wrong day and the office spends the afternoon on the phone.
We set up project management in Buildertrend so starting a new job takes one click. Pick the job type and the whole schedule, the to dos and the right people load in. Then we train each role on only the parts they use, which is what makes adoption stick. Need more hands while that happens? We also provide fractional project management support.
Signs you need this.
Every schedule is built from scratch
Your PMs rebuild the same phases for every kitchen, bath or custom home.
Subs and crews don't check the app
So the office calls and texts everyone anyway, and the schedule drifts out of date.
Homeowners ask "what's happening this week?"
Because the client portal shows a schedule that stopped being accurate a month ago.
Daily logs are blank or inconsistent
No photos, no notes, nothing to point to when a dispute comes up.
What we set up for you.
- Schedule templates for each job type
- To do templates with owners and due dates
- Phases, predecessors and baseline set up the right way
- Daily log templates with required photos and notes
- Subs and vendors invited with the right permissions
- Mobile app setup for crews
- Client portal schedule views
- Fractional project management support if you need it
How it works.
Map your job types
We list the work you actually do and how a typical job moves from contract to closeout.
Build the templates
Schedules and to dos for each job type, with the right people assigned to each phase.
Set up the field
Daily logs, the mobile app and sub access, so updates come from the jobsite.
Train by role
PMs learn look ahead planning, crews learn the app, the office learns reporting.
“If you're an operations manager or project manager and don't have the time to learn, train, or set up your CMS, you should talk with Andrew. He will implement and streamline your processes to run super smooth. His experience as a construction project manager was a huge bonus.”Lance Holtz, Semper Fi Built, Centre, AL
Project Management Setup questions.
How many schedule templates do we need?
Usually one per job type you run often, for example a kitchen, a bath, an addition and a custom home. We build them from your real jobs, not a generic list.
Will our subs actually use it?
Subs follow what's easy. We set up their access so they only see what matters to them and get notified when it changes.
Do you offer fractional project management?
Yes. If you need project management help while your team gets up to speed, we can provide it on a part time basis.
Can you train our field crews onsite?
Yes. Onsite and remote training are both available, and training is split by role so nobody sits through what they don't use.
From the blog
Why 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 min SchedulingHow 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 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.