Revolutionized my sales follow up
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.
Resposta do Buildertrend
Brian, thank you for your review and honest feedback! We love hearing how Buildertrend has helped your company.
Streamlines so many parts of our business
If youre going to integrate BT make sure you take it on a section at a time. Dont try and open up too many sections to your team
These guys have given a lot of thought to the software and it forms an amazing backbone for any client facing construction business. We couldnt last the day without it.
This software is outstanding in many different areas
We initially purchased it initially to manage our clients selections for new homes and it quickly got integrated elsewhere to the point its the backbone of many of our processes
We use this now to manage client change order (it pays for itself on this alone every month) selections, materials ordering from site, daily logs, H&S management, RFI's for the design team and photo storage and programming to name but a few
We couldn't go back to the old ways of doing many of these
There are a lot of different features and you'll certainly find many that'll make it worth your while to use
Oh and the customer support is ace
Overall roll out is great and intuitive but you do need to comit to integrating BT to your business and this takes time and effort. THis is a software that gives back 10 fold what you put in, but it does need your comittment.
Resposta do Buildertrend
Richard, thank you so much for your honest review and feedback! We appreciate you sharing how Buildertrend works for Appletree Estates, and we feel so lucky to have you as customers.
Buildertrend is not for painters
There training, on boarding and customer support is top notch! When I first started using the software I really liked it but once we got tons of leads and jobs going it became almost unmanageable.
The client portal is awesome! I wish my current software has one as nice and interactive as BT’s. The dashboard is great as well. I like the daily logs as well, it’s a great little communication tool for project management. Finally the sub portal is fantastic.
It’s difficult to run reports for lead management and marketing. When setting up the Fanny it is dependent on the previous stage, however if someone is assigned to a stage and it doesn’t get Mark as complete on the day it was supposed to there is no automatic dependency, it’s all manual. So for us when there is 30 projects in different pre, in progress and post production phases, it’s a lot to go in and figure out. If you have less than five projects going then it’s fine.
Resposta do Buildertrend
Thank you for your honest review and feedback, Dustin!
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.
We've always had a great experience with builder trend. If there are any issues help is a few clicks away and usually gets sorted our quite quickly. As mentioned earlier its a shame the pricing is going up as much as it is.
This program helps track our costs with purchase orders and change orders. We do rough scheduling and the daily reports helps clients see what is being done on site daily
They recently came out with a new pay structure which nearly doubled the costs of the program. Its a shame as we are now looking elsewhere for a program that has many of the same functions.
Arthur's BT experience at TCON Homes
It is helping in changing the culture at TCON Homes. It is a bit hard to explain for construction people that planning is more cost effective than starting smashing walls because you are aggregating value doing physical labour.
Communication of job progress with subcontractors, client portal, upload photos, variatin and owner invoices.
There is no taxes *yet.
No milestones schedule items, but maybe not needed.
Hope one day I can see To-dos on Gantt chart (not as a extra line, but a floating point).
Custom Homes experience with Buildertrend
Scheduling, Logging, Time clocks, to do's ETC are very easy to use and extremely handy/ useful for use as a construction company for various reasons such as keeping a constant flow of action happening on our building sites and in theory there should be no gaps of time on the building site where nobody is working or unable to work, we believe keeping a consistent flow of action on a building site is possible through buildertrend and with nobody having to go out to site to check whats happening on site 90% of the time
sub contractors don't generally enjoy singing into our computer system every time they want paid or to confirm theyre gonna take action on a job ETC,
this isnt to blame on buildertrend its just we struggle to get our sub contractors to cooperate using our online services,
Easy Onboarding with this polished project management system.
Buildertrend has really done there best to make our implementation go smoothly. We have ran into some bugs in the system, but they have always corrected the issues eventually. I definitely recommend this software to any small to medium sized construction company looking to tie their different departments together using one integrated system.
Buildertrend has extensive customization options through the use of custom fields, filters, and views. The system is straight forward to navigate, and never leaves you wondering exactly where you're at in the program.
The accounting functions are rather simplistic, and lacking some necessary features to make things work well. Also, the print-outs are not very consistent and sometimes lack pertinent project information such as the job name.
Resposta do Buildertrend
Thank you for your review, Boone! We really appreciate it. We value your feedback and have passed it along to our Product team.
Easy to use and not just for building homes
I would recommend this to other companies. My friend is using it perfectly for her real estate sales and marketing company. They're not even building but I'm finding that this platform is flexible and adaptable like that.
My favourite bit about this software is that I can add as many users as I like and not incur extra charges like we do for other software. At one point we had over 40 users. It's extremely helpful to us to have this feature because as a small business, we want to grow and it's difficult to do that if we can't include all the people we need in a system due to cost.
We had issues with the cost codes. There were issues that could only be dealt with through the backend. I wish we had the ability to fix things like that ourselves including uploading a csv into the system.
Resposta do Buildertrend
Diana, thank you so much for your review! It's awesome to hear the way you are using it for your business, along with your friend in her business too!
So far, so good. I can see how this will help be more organized and stay on track.
The features are great and versitile. Many options to use. Will work on getting more efficient with our customers.
A bit to learn, and with all the options you will need to watch the training videos. It has a lot to learn
Resposta do Buildertrend
Connie, thank you for your honest review and feedback! We appreciate hearing your perspective.
Now that our company has grown, this program meets our needs better
Last year when we first were shown the program we decided not to go forward. Now our that our company has grown, we see that BuilderTrend will be crucial for keeping ourselves and our crews organized. The rocky portions of the software do not outway the usefulness to our company. There is a learning curve and a lot of things to iron out as we implement it, but I can see it being a huge asset compared to other programs once we nail it down. On top of that, I know their team will keep improving the features and adding more features to a program that is already rich with features.
The best feature in this program is communication and scheduling. Also, where other programs have to borrow from many 3rd party programs to achieve their functions, this program is able to incorporate all in one. We are using it for every step of the construction process, from sales to estimates, to job management and scheduling and invoicing. Other neat features include requesting bids to subs and vendors within the program, financing for customers, interactive and customize-able selections for customers within the program. There are other features not mentioned in this review as well. The main point is that this program offers all management needs for builders and contractors, and the software team continues to update and add features according to the requests and needs of those who are using the program.
Also, where competitors charge extra for each user, this company includes unlimited users in their package, as well as unlimited subs and vendors. Some of the functions you would have to pay extra for in other programs like scheduling for crew etc. are included in their main package. Therefore the price, and what you get for your money is way better.
This software is a little more difficult to learn than other competing programs, due to it's complexity and depth of features. At times it's a bit overwhelming, though that is to be expected with the level of depth. Also some other programs have a general appearance which makes the program more inviting and user friendly. That being said, we still moved forward with this program because of the need for more features without having to pay all the extra money.
One feature they really need to improve is their proposal builder. They have good formatting options and cost codes/ item catalogs where you can build price lists within the system, but when you add items into the estimate or create a big template, when you want to go and edit info like quantities etc. you have to go through an ocean of items that are not clearly formatted (they have a worksheet tab for editing items, and a format tab for grouping and changing layout for final appearance, but the worksheet portion is unformatted, and in the format section you cannot delete items or change them at all. Therefore I found the proposal functions to be a bit rocky to deal with. However, buildertrend users can vote on improvements for the program and so there is at least light at the end of the tunnel.
Resposta do Buildertrend
Jesse, thank you so much for your honest review! We appreciate you taking the time to give us such detailed feedback and I will be sure to pass it on to our Product team. Thank you again!
G.C. point of view
Overall my experience has been outstanding with this product. It has freed me up to better RUN my company (instead of it running me) and finally be able to have some decent structure to it all in a few pieces of software to include BT.
organization, everything in one place...even if you want your QB to link to it, which we don't...I kinda like the two separate. We don't really use the PO portion of the software but have tried it and it's nice to know that its there...wish there were more video's on the entire program from set up through project completion. Techniques and more demonstrations on product capabilities and link-able aspects of the program.
I use chief architect for our design software, have been for over 20 years. They have great video's of product usage, tips and techniques by chapter from set up to a completed set of quality professional plans.
I believe BT could do the same, this is a great product for managing a company like ours and the cloud just makes it that much easier to work remotely anywhere in the web is. The price point is perfect for us and allows us to operate at a competitive rate.
For what I use it for I don't really have a dislike but I don't use but maybe half of the program.
Wish there were more video's on the entire program from set up through project completion. Techniques and more demonstrations on product capabilities and link-able aspects of the program.
Well worth the money
The software, like all I've tried to implement over the years, can be a little frustrating at first. You're going to get pushback from trade contractors and field people. However, I think it is well worth it. More importantly, the trades and field people have come to rely on the software and usually appreciate it after 3 to 4 jobs.
The customer service is surprisingly amazing. Anytime I have a question, I am able to reach someone by phone or email very quickly. The integration with Quickbooks Desktop is almost flawless. We use the daily logs quite regularly. These logs allow the entire team to remain up to date on the jobs and their progress. We've also found that the homeowners are reassured by these daily logs. The bids section has saved us tremendous time and increased our estimating accuracy. The ability to be able to template jobs, bid packages, and so many other items saves us a ton of time.
The software seems to be most suited for a cost-plus project. As we bid jobs on a fixed price, we have found a few of the features less useful. We are only using about half of the features. I can't fairly say that these unused features are not good, but we do want to use some of these features, and the fact that we have been unable to implement them causes me some frustration. These features include the selections and the warranty sections.
BuilderTrend - Simming Pool Remodeling Company
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.
Thoughts on BuilderTrend from a Remodeling company perspective
Solved the time that it took to email out the schedule to all trades and team now it flows alot better and I answer the phone alot less. Since most of the answers trades and the team are looking for are on BT they can find most of what they need there as long as we input the info they have what they need.
BuilderTrend gives me more time and freedom to do what owners of a business should be doing. It was one of the best choices I have made to start using it.
The scheduling feature is what we use most. Its nice to have all the info to our trades and managers so they are fully aware of the project, can see pictures, and have a full scope of work prior to start date. We use the estimating part of the software as well I do wish the contract section had more detail in it which I think it could if we took some extra time to develop that.
Very happy now I can have as many job starts as I would like instead of being limited. Little unhappy that I can have only 3 users and have to pay for more than 3. As the owner who does estimates I want access as a user. I also have a designer who does estimates and she needs access. I also have 2 project managers/carpenters that need access to it as well so I will be looking at having to pay for additional users on top of the price increase I have already incurred but making it unlimited job starts.
Haven't fully used BT to its full potential but we will at some point. The software is top notch I don't have really any complaints that I can think of at this time.
I didn't know what I was missing...
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.
Great software for job organization!
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 :(
Builder trend User
Its been really good and really helpful in professionalising what we do more and more which is really important to our company ethos.
The software is so clever it is almost too clever. There is so much covered for the construction projects that we don't actually use everything (yet). We have integrated a lot into our day to day working practices and we love instant access to vast quantities of information in one place. It helps track and record so much which is really important. One of the biggest gains for us is that we track changes better and upgrades more and more meaning we are getting paid for what we are doing and we are more accountable but so are our customers and their changing demands. This also helps avoid disputes as often its all in writing clear and concise. we have adapted a lot to our own taste and needs which i another great benefit of the software
Some of the accounting package link-up can be frustrating and we lost a function recently which was not particularly helpful for us and was driven by other contractors needs who use the software. Generally, it is adaptable and you can feedback these types of things but we felt like bigger contractors have more clout and we are also not in the USA so feel a little isolated and translation sometimes a small issue. There is also a lot of functions and some we have not quite worked out if they fit or even how they fit but again this may be translation and what we do use is more than enough. Training across contractors is also quite a mission and still ongoing but we keep going and it pays off.
Great way to track projects
Buildertrend has made us look much more organized than we are, since the customer can see the project progress if they’re tech savvy. We are also able to see cost of project and markups as we do proposals.
The best aspect of Buildertrend, would have to be the daily logs and customer ability to follow their daily project progress. Time tracking for employees, lead tracking, customer tracking, ability to sign projects electronically, receive payment online with minimal fees, and communicate with everyone involved with each project.
Buildertrend is a bit convoluted and cumbersome for the small company like myself. Being out on the job physically working to make ends meet due to employee shortages, leaves me with little time for office work. When I do have time for office work, I struggle to find the time needed to enter enough information in BT, to get back what we are paying for it. The more we enter the more we benefit. BT was difficult to learn in some areas of the program, and upgrades sometimes require even more training. We struggle with scheduling, and getting project information to show up on quickbooks.
Resposta do Buildertrend
Dave, we appreciate you taking the time to give us a review and feedback! Continue to lean on your Buildertrend Coach and our Customer Success team for any help they can provide you.
Robust program-needs refined
The schedule keeps jobs on track. The PO process keeps costs in check. The time card keeps man hours job costed.
It provides a solution for managing a construction company
although the program performs many tasks, and even more than we need, it is glitchy and does not provide a smooth experience. When we click on windows to update budgets for instance, the windows flash and reload and resize multiple times. I have tried different browsers and different devices. This is not a user problem, but a problem with the way the data is served up. To perform some routine tasks, there is too many clicks required to get where you need to go. Too many windows and drilling down to get a number changed etc.
Too many places for messages to be hiding. Customers send a message and think we have it, but we have at least three places to check to find the message. Sometimes, messages that come to email cannot be replied to. Very frustrating.
BTW: We used Co construct for a while and liked the flow of the program much better. It ran smoother and was much quicker to get what we needed. It kept the spec sheet in front of the customer and kept good organization of communication. We switched to BT because of job costing and the time card feature, which we now understand are available with CC.
Another huge grind, the budget sheet does not do a good job of showing the running cost on the job and whether we are over or under our budget (variance). Several reports can be created, but none of them do that. We have to export to excel and manipulate it ourselves. Seems like this should be a basic function. CC does this well also. Just sayin' :)
There are a lot of kinks that need worked out
Job costing has been more accurate than using spreadsheets (As long as people bring me receipts and clock in to the correct job, which has been a challenge). Customer communication has improved, and thus, customer satisfaction has improved.
I like the sense of security it provides to our customers since they can log in and see how their job is doing.
It does everything, but it doesn't do everything WELL. For instance, it does time tracking and GPS tracking.... but it only tells us where our guys are when they clock in and out. It doesn't give us a map of where they went the whole time like T-sheets did, so we have no way of knowing if someone went to the job site, clocked in and then left. It sync's to Quickbooks for payroll, but not correctly. It sends over all of the guys time as Regular time. I have to manually input their hours if I want to pay them for their overtime. It has this Buildertrend Flat Rate Code that nobody can edit or delete and it causes a lot of problems for us. The list goes on..... Whenever I ask them if they can help, I'm told, "Well it doesn't have that feature." Then I ask if they can put in a tech request, but they go on telling me how I should do it online, it will be more effective. That's not right. They should be able to put in a tech request for me and have it be just as effective as if I did it online.
I have used Buildertrend for almost 3 years now and I have appreciated having it.
I like how easy BuilderTrend is to navigate and use. The system is definitely more user friendly than any other platforms I have used in the past. I also like how visually appealing it is, rather than only focusing on functionality, creators also focused on it being nice to look at every day, which truly does make a difference when working in the same program for hours every day.
The quickbooks connection to desktop is very very clunky and can can and has caused major issues for us in the past. In terms of accounting, there are somethings that could be better. I would like to be able to see what has been sent over vs. what has actually been paid out to a sub, so the builder can tell without having to ask the accounting department whether or not someone has actually been paid, a more detailed status report would be great. I would also like for it to play better with the "projects tab" in quickbooks. Quickbooks has made a great projects tab, but it is not usable without how the information is brought over. this may not be possible, but it would be nice. :)
Buildertrend is designed mostly for custom builders in the way that it is designed to connect homeowners and use allowances. I would like in the future if there were more production building type features.
Game changer for our daily operations
Overall we've had a very positive experience and don't foresee us switching anytime soon.
Having one place to manage all of our field operations has been a game changer. Especially the iunlimited document & photo storage -allowing us to grant access to all paperwork and details to the field team with just a few clicks. The flexibility of the scheduling platform and ability to connect tasks and create interdependent "living" schedules is great and the ability to have multiple levels of permissions for subs/clients & our team is very comprehensive as well and allows us to customize for the way we use the system.
Their customer service is top notch and there is always someone available to chat about an issue and they are on top of any issues with updates and consistently adding valuable features to the platform based on very specific user feedback.
I think they need more work on the Lead/sales managing side of the platform -we had been using ACT customer management system and would love to have the ability to also manage all client contacts and leads in Buildertrend but it is not nearly as comprehensive although they did just roll out a reports function that will help I think more option for customization would be helpful. Even if they were able to integrate with ACT or the like.
I also wish they integrated with more accounting software as we use Sage and it is not supported. Admittedly it is not as common as quickbooks but the lack of integration creates more work for us on the accounting side of things.
Resposta do Buildertrend
Thank you for your kind words and review, Jennifer! We also appreciate your feedback on our integrations and our CRM - I will pass that feedback along to our Product team. Thanks again!
Buildertrend changed how we do business.
This program is integral to our operations, and I am looking forward to eventually using all of the functions it is capable of. I am still learning!
Using Buildertrend replaced an entire full time position, at least. It allows the information from the Sales to Project Management to Accounting to be all in one spot and easy to use. The project records are complete from lead opportunity stage to completion- which is incredibly valuable.
Setting up the software took time and effort, but it was mostly transitioning that took the most effort. But every time I am not sure what to do I just call the Customer Support and my problems are solved! It is an incredible service.
We have spent the last year and a half streamlining our business to remain competitive in a changing market- and Buildertrend has allowed us to reach the next level of business.
There are some functions that could work better for us (ie: limited things you can do with a project while in lead opportunity status etc) but there are constant updates and changes being made to the system. I am confident that there will continually be developments to suit our needs better.
Another challenge was getting all of our vendors on board to accept PO's from the program etc. Also- the fact that the emails come from buildertrend.com instead of my own email address is confusing for some of our clients and vendors. Some clients have so much difficulty with their Owner portal that we have to accept sign offs outside of the system- which I hope to change.
Resposta do Buildertrend
Thank you for your 5-star review and honest feedback, Bridget! We love to hear that you are utilizing our unlimited customer support - they're always there for you and your team. I've passed the issues you're having onto my team and I hope we can get those fixed for you soon!
Great Customizable Software
Prior to Buildertrend, we had to use three programs to manage our jobs and purchase orders, now we just use Buildertrend. We are saving time and are able to keep everything in one spot!
I love that buildertrend is so customizable. The software was able to be tailored for our specific needs while many of the other programs we looked at were not. The purchase order feature has allowed us to streamline and reduce our expense processing time. The app works well for our field operations and sales reps. Tech support and online chat people are very helpful in quickly answering questions.
Although it's infrequent, we sometimes struggle with internet connections in storm/rural areas and the software does not have an offline mode. I dislike the receive payment feature as you can't record a payment by itself, you do it inside the invoice and although you can receive partial payments, you can record multiple checks in the payment box