Buildertrend Reviews

Revolutionized my sales follow up

Comments: 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.

Pros:

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.

Cons:

The user interface is kind of clunky, especially on the app. Sometimes it is difficult to find stuff and the filters can get annoying.

Easily Manage Your Projects with Buildertrend

Comments: Overall, I'm very pleased with the Buildertrend software. It's the perfect tool for managing projects and keeping everything organized. The user interface is intuitive and easy to use. The cost may be a bit high for smaller projects, but it's worth it for larger projects.

Pros:

Buildertrend is an invaluable tool for managing projects. It has a user-friendly interface and is easy to set up and use. It allows you to quickly and easily track progress on projects, assign tasks, manage documents, and collaborate with team members. It's a great way to keep all project information organized and accessible.

Cons:

The only downside to using Buildertrend is that it can be a bit expensive for smaller projects. The cost of the software can add up quickly if you need to purchase multiple licenses for multiple users.

Not a trust worthy company

Comments: After being with BuilderTrend since 2014 we were hit with a 75% price increase without notice. They say that they sent out an email but we never received it. After telling them that we sere going to cancel they offered to drop the price backdown to almost where it was. I don't agree with those types of business practices.

Pros:

BuilderTrend worked OK for the most part but was a little slow. Always a lag time refreshing screens

Cons:

Functionality could be improved. Navigation could have been improved. They spent all of their time adding more things that they could charge more for.

Amazing Experience with Buildertrend - A Must-Have Project Management Tool

Comments: Overall, Buildertrend is an amazing project management tool that is sure to help any project run smoothly. It is easy to use, offers comprehensive reports and scheduling capabilities, and can be used to manage large projects.

Pros:

Buildertrend has made project management and scheduling so much easier. The user interface is very intuitive and the dashboard is easy to navigate. I can quickly find all the information I need with a few clicks. It also offers great reporting and scheduling capabilities that make managing large projects a breeze.

Cons:

Although Buildertrend is a great tool, it can be quite expensive for smaller projects. The features are also limited and some of the advanced features might not be as helpful for smaller projects.

Buildertrend Software: A Comprehensive Project Management Solution

Comments: My overall experience with Buildertrend software has been great. It's a comprehensive project management system that has allowed me to streamline my workflow and get more done in less time. It has solved a lot of business problems such as deadlines, task management, collaboration, and more. I have also gained a lot of benefits such as more organized projects, improved communication, and better insights into project progress. All in all, Buildertrend has been an invaluable tool for me and my business.

Pros:

I have been using Buildertrend software for over a year now and I have to say it has made my job so much easier. It is an amazing project management software that allows you to keep track of projects from start to finish. The user interface is very intuitive and easy to use. You can create tasks and assign them to team members, track project progress, collaborate with team members, and even view detailed reports and analytics. Every feature is designed to make project management simple and efficient.I also love how Buildertrend simplifies scheduling. You can easily create and assign tasks to team members and manage project timelines. You can also set up notifications and alerts so that you stay on top of any changes or delays. The software also offers an array of integrations, which makes it easy to sync with other programs and services.All in all, I highly recommend Buildertrend software. It's an incredible project management tool that makes project management simple and efficient. Whether you're a small business or a large corporation, Buildertrend is the perfect solution for any size organization.

Cons:

The one thing I don't like about Buildertrend software is the cost. While it offers a lot of features, the price can be a bit steep for some businesses. However, the cost is worth it if you need a comprehensive project management system.

A comprehensive solution for project management needs

Comments: The progress made in financial integrations is impressive! The capability to extract data from change orders, selections, and estimates and integrate it directly into invoices has been a game-changing development and a significant time-saver

Pros:

Buildertrend's continuous improvement is one of its greatest strengths. As long-term users of the platform for a decade, we have witnessed how its features and user interface have evolved significantly over time. We appreciate the excellent support team and the company's commitment to enhancing cross-platform integrations. Buildertrend values user feedback and demonstrates dedication to improving its user experience. We are pleased that there is always room for improvement and that Buildertrend consistently strives to deliver an excellent user experience

Cons:

We believe that having an API would be beneficial as it would allow us to integrate our own software solutions to address the gaps where Buildertrend does not meet the unique needs of our business. We also feel that other integrations, such as those with Google Workspace or two-way calendar synchronization, would be incredibly helpful. Currently, the one-way feed from Buildertrend to external calendars is limited, and we would appreciate more robust and flexible options. Furthermore, we appreciate that the Buildertrend team is actively improving the customization of customer contacts, as the current system only allows for one customer contact per job. This limitation can hinder the full potential of the app, especially when dealing with projects involving multiple homeowners.

Build An AI model of Building Using BUILDERTREND

Pros:

1. Consist great group of tools that helps to visualize the building properly2. Have feature of direct contact with the trader which is currently available on field.3. Helps to reduce the costing of company as less money is spent on man work because of advancement in the technology.

Cons:

1. The mobile version is difficult to use as it contains bunch of errors and bugs .2. Autosave feature sometime run into error due to which the recent task is not being saved.

Finest tool for project management

Comments: Overall positive impact

Pros:

Easy to use and understandUser friendly data interpretations and data setsMultiple intergration options

Cons:

Costly to useSlow response timefaced challenges in scalability of data

Bringing Residential Construction Management Under Control

Pros:

I love how easy it is to create Daily Logs, Upload Pictures, Communicate with other users.

Cons:

The time keeping section doesn't have easy to use filtering to be able to toggle between cost centers before exporting to Excel.

Good tools for projects and accounting.

Comments: In general, many accounting processes have been handled optimally with its tools.

Pros:

Its handling is easy to process, payroll payment systems are better organized.

Cons:

There was a time when the platform disconnected on its own, but it's been fixed.

Great versatility for GC and also useful for an architectural drafter

Comments: We are able to keep track of more jobs easier with Buildertrend. Our production volume was at our limit before searching for online databases and project management software; with Buildertrend we have been able to make our business work significantly more smoothly, and we have information at our fingertips which in the past was like finding a needle in a haystack.

Pros:

Buildertrend is a wonderful way to keep track of what is going on. This includes scheduling; creating, recording and sending documentation; organizing projects neatly; and staying aware of finances. It also has a very helpful Leads section, which helps me keep track of prospects from the earliest stage of when I become aware of them. In a word, I would say I appreciate most the organization which Buildertrend offers.

Cons:

To be succinct, the user interface (UI) is decent but could use some improvement. The Files section in particular could use some work. I would like it to be versatile and able to navigate easily. An example of improved versatility is being able to access information in a simpler and faster way, such as Windows Explorer offers in how I see and can analyze various folders and files. An example of easy navigation is being able to tile multiple view windows so I can compare file locations across multiple Jobs to keep similar file types in the same locations, and so I could ensure my folders all have identical names across multiple Jobs

Customer Support

Comments: We do not have a "main office" so it is very difficult to have one central place where all information is kept. This software solved that problem, multiple users can look at the same file at the same time to discuss things.

Pros:

This software is VERY user friendly no matter what your computer skill level may be. The online tutorials are great and a huge time saver if you are unsure what to do. The customer support staff, should you need them, is always very quick to respond and explains how to execute your task. We were fortunate to have a two day training session with our representatives and that was priceless. Our subs and vendors are able to access our system so it really cuts down on paperwork flow and we know they are seeing the most up to date information on each project. We did have some special needs in our company to tweak things a bit and that was never a problem.

Cons:

Nothing really, it just takes time to get use to how it flows and again, any question that I did not think of until I dove in feet first, I just emailed or called customer support and got my answers right away.

Buildertrend is simple to use

Pros:

Buildertrend is super simple for even the lowest tech person. It keeps all our data in one place that all employees can see. Communication is so much better with this product!

Cons:

Only one complaint - There's no way for the users to record their lunch break so that we can conform to CA regulations, also there's not a way that I know of for the employee to electronically submit their timesheet info with a signature

G.C. point of view

Comments: 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.

Pros:

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.

Cons:

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.

I am a horrified customer forced to use this product to refit condos destroyed by Hurricane Harvey.

Comments: It looks like a well thought out package. It would be so much better if users could change selections. Road Runner said it is not possible, because the construction company needs to protect itself, in case a user changes an item after construction starts. Hogwash! Use a time stamp. Take a snapshot! Freeze the app at construction start date. There are many ways to skin that cat.

Pros:

Pictures, prices, all available in one spot. I love the fact that I can view by location, or category. But it is impractical to use because there is so much dead space between items. It is great being able to tally up costs as you pick items. unfortunately the costs show up in the wrong fields. See the cons section for more. I really love the pictures and the details. the fact that I can see multiple images , in different rooms of the floor that I picked, for example. Very intuitive.

Cons:

Summary Price information is all wrong. My total price and remaining balance are the same! How can that be? As I pick additional items the dollar figure under selections made goes down. How can that be? I have no idea what my condo rebuild will cost me. It takes 500 click for me to pick flooring for 1 condo. I should be able to say "I want Tile- Wood Plank- 6"x 24" Lumber Gray tiles throughout". It takes hours for me to record what should take 1 minute! Each section is organized difrently. in the 1st section (enterance) my tile is 1st on the grid. Then on the second(Kitchen) it is last! This makes it so hard to search. If I look at a category view, there are page, after page of blank space between items, making it impossible to use. I have to go through 10 pages to move between flooring selections in this view making it useless. The same hold true for the location view. I suspect this is a function of the data loader, but the company and project managers always say "that is the way BY works" When I complain to Road runner restoration they say they can do nothing about it. They state they cant modify the software! The user has no capability to undo selections! So if we make a mistake we need to wait a month for the construction company to make changes. Items . If I logon to two units in the same webbrowser, one overwrites the other! Aaaah!

Feedback on current satisfaction with BT

Comments: We are trying to run most of our construction business on BT, and use many parts of it, however the more we use the more we find things that are not very flexible, and of course if I can't resolve an issue when it arises it costs me much more time to deal with it once you folks are back working...

Pros:

It does seem to have considerable functionality... some of which has been very helpful to us

Cons:

Where to start. Response time is slow, even when I am connected to fibre. Some of the functionality is hard to use.. For example we are using the leads features, but it seems like we need many clicks to get a decent summary of a lead.... The window where activity is stored is very small...and does not seem expandable... so we can only see 2 or 3 lines of the data at a time....ie no ability to enlarge the window. Next, I have enrolled in the credit card payments...and was helped initially by a BT specialist....but then was handed off to Wepay. After 2 weeks the account is still not set up. WePay regularly send emails asking me to submit documents I have already submitted.... I do and then the send another email asking for the same documents.... I reply asking to talk to someone...but no one seems interested in talking...only sending confusing emails..... The hours of the help line seem very limited... As I try to grow my business I need to do considerable admin work after a shift has gone home...but so has buildertrend. Folks on the help line do work hard to resolve issues, but are often not available...for example.... the whole support team seems to be required for the same regular internal meetings... In an ideal world the customer would not have to wait so long for help.

Game changer for our daily operations

Comments: Overall we've had a very positive experience and don't foresee us switching anytime soon.

Pros:

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.

Cons:

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.

Comments: 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.

Greystone - Crystal

Comments: We began using Builder Trend a little over 2 years ago as a move away from Build Tools. I have been very happy with the response time on customer support, and it is nice to always be able to reach someone when you have a question. We as a company are not currently using some of the features including scheduling and none of our subs or homeowners are going into the system, but we are trying to change this. We are actively using documents, selections, budgets, etc.

Pros:

I like the ability to get notifications for a variety of transactions, the ability to log in & see things from a variety of devices, the tracking features for every transaction, and I love the amount of storage space for documents & photos that it has.

Cons:

I wish it was more affordable to purchase more jobs so that we could use the system for our remodel projects, currently, we do not enter them in as many of them are small projects and do not warrant the expense it would cost us to have that many jobs. It is unfortunate because it puts us with two different processes for selections, budgets, docs, etc. depending on what type of project it is. I wish it was also possible to mark a selection as "Ordered," much like you can mark it as "Approved" it would help the designer & client know when it is absolutely too late to make changes. Lastly, I wish the transition to QB was more efficient. If you are using a desktop version of QB, which is the only way to have the contractor version, when PO's are pushed to QB, they do not populate the customer's job to the items on that PO even though it is tied to that job. I am not even sure what the point of tying the jobs together is as it does not seem to connect them at all in the transfer process.

I didn't know what I was missing...

Comments: 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.

Pros:

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.

Cons:

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.

Buildertrend is a Game Changer

Comments: Our team has been using Buildertrend for just over 2 years now and we would be lost without it. It's a no-brainer! The program has given our team a competitive advantage by providing our customers with their own project website, has improved the efficiency in our processes dramatically and has made project management on site incredibly easy. Even after 2 years, I'm still learning about new features that will help our team. The program's unmatched support team, detailed and highly-developed features and complete integration has helped us increase our volume, revenue and profits... It's completely changed the game for Owen Homes.

Pros:

The included customer service team and support are unmatched. When you're running your business through this program, sometimes you need an immediate answer or need to learn a new feature on the fly and having instant access to those webinars and forums is invaluable. I also love how detailed and thought through each feature is - it's what made the switch from our old process so easy because they literally thought of everything! I could go on forever... the custom fields, different types of users and permissions, project templates, sync to Quickbooks... Buildertrend is doing it and doing it well.

Cons:

Some of the features like selections, financials, and the gantt chart portion of the calendar are definitely more challenging when trying to switch from our current process over to Buildertrend. However, I'm not sure if there is a better way for any of those; I know those will have a learning curve because those are the more difficult parts of the project. It's hard to come up with cons for the program because I feel a lot of my issues could be resolved by learning more about the feature. I guess I'll leave with a suggestion: maybe emailing or notifying users of the next month's available webinars or reminders to use the resources -- I forgot these existed for about a year, I was just watching the videos available. I would like to see more videos uploaded -- long and short on specific features.

Well worth the money

Comments: 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.

Pros:

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.

Cons:

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.

Comments: Willet Construction, Remodeling Specialist has been in business for 17 years. Our goal is to give Top Quality Service including Top Quality Craftsmanship. We are a Residential Remodeling Company that will do almost any type of project. We strive to create an enjoyable remodeling experience for our clients, so they will use us again and again. During the growth of our company, it became apparent we needed a production management system to communicate with our customers and within the company. I became aware of BuilderTrend while being a member of Remodelers Advantage. We had been using our own spreadsheets and calendars for customers project. Our Change Order process was slow and hard to keep up to date. I took a look at 3 different programs, and decided that Builder Trend met the needs we were looking for. We have been using Builder Trend for exactly 1 year now. We are extremely pleased with how it has improved so many areas of our company. Our customers love the communication system and seem to be able to use it with much ease. The Change Order & Selections process is so wonderful to keep us and the customer up to date. Using the calendar for the job schedule is so easy and the customers appreciate knowing what will be happening on a day to day basis. We put our payment schedule on the customer calendar so they know when all payments are due. Customers are sending checks exactly on time, sometimes even before we send out an invoice. Cash flow has never been better for our Company due to the customer knowing exactly when to send payments. Builder Trend has been extremely easy to learn. Technical Support has been extremely quick in responding to our needs. They are very knowledgeable about their product, and usually have answers for our requests immediately. Any time we need training on something, they are quick to set a date and time to cover any information we need. With the help of Builder Trend, we have grown our volume of completed jobs this year without adding more employees. This has resulted in Willet Const. having it's largest and most profitable year of our 17 year existence. And we hardly ever have any Accounts Receivables that are more than 15 days old. With the Selections being "Approved" by the customer on line, all the people that have viewing rights know exactly the product being used on each job. This way when our salesperson/designer are on vacation, anybody else in our office can answer questions from subs or customers about a product without having to bother the designer while they are on vacation. That way the job keeps moving smoothly, and our employees can enjoy their vacation without any worry about work going well while they are gone. This is especially nice for myself as the owner to go on vacation and leave work completely behind. I also like that Builder Trend keeps improving their program. The "Leads" tab is great to know how much potential work we are estimating. And it helps organize our meeting schedule with our potential customer throughout the designing and estimating process.

Overall Pleased - Looking for more shortcuts

Comments: Overall, I have found the system very helpful!

Pros:

I feel the software is well developed. While I have not used every part I have a pretty good overview of the software and feel that the creators did a good job creating a system that is thorough for our industry.

Cons:

What I would like to see improved is an ease to using the selections. I spend a lot of time copying and deleting things that could easily be moved around easier with some simple additions to a toolbar like copy, move to another selection / project / category... I would also like a save and close button on the selections. Each time I save a selection my screen jumps around 3 times and then I can click on the X to close the window. I realize this is a small item but it would allow me to move around my projects much faster. I would also like to see a way to block cost codes that have not been selected on the Allowances so my team is not selecting incorrect codes when inputting selections. In regards to Allowances it would be nice to have a total for a category that can be broken down into each item. For example, having an allowance for appliances that I'm able to put a total of $5000 as the overall allowance but not breaking each item out while still having my cost codes listed in the Allowance so the totals are captured as selections are entered. This again would be a time saver as I need to watch my numbers but often not to the level of each cost code.

Excellent

Comments: I really can't enough about the customer service. They always answer the question I ask. My Customer Success Manager, , is so unbelievable. If every rep I had in my construction was like him, I would have no problems. But, all the other people who answer the phone are great, too. I attended a BTUniversity event, and the event planner, Danielle, for that was amazing, as well. EVERYONE I have ever dealt with (after sales) at BT has the best attitude. They are helpful and lovely and all things good. For those of you who do not know, they have bootstrapped the funding for this company. As a lot of us in construction have done, I find it extremely respectful. The guys who are in charge have done a great job and are very humble coupled with excitement for their business.

Pros:

This online management system is so great in every way. It is so intuitive to the construction community. I love the ease of scheduling, the ease of selections, having everything in one place for our team, the level of permissions per team member, and the customer support is off the charts - I don't think there's a rating high enough for them. I used a competitor of BT for years, and it's like driving a Tesla compared to a ModelT.

Cons:

What I like least is that I didn't find it sooner and the sales experience...barf. I get why they sell the way they do, but it's icky. Eventually, I forgot about how gross it was because the customer service is unimaginably great! Don't not sign-up because your sales person lacks authenticity and makes your skin crawl. The experience after is totally worth it.