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.
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.
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' :)
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.
With BuilderTrend, we've eliminated the need to have the classic "job binders" for our projects. Through the mobile app, we've enable our field carpenters and project managers to have all the accurate and current project information they need available on their tablets or phones. We've also enhanced communication with our client homeowners by enabling them to have on-line access to key information on-demand.
BuilderTrend has been a good solution for us to enhance our project management capability and ultimate become our CRM as we've migrated from an older CRM system. The subcontractor management and bidding, client selections, project management and scheduling, and client invoicing have all worked well for us, especially with the links to QuickBooks. We've recent adding timekeeping for our field personnel which also has simplified that aspect of our process. We also have enabled the client portal to allow our homeowners to see their selections, contracts, change orders, drawings, and payment schedules. In the 5 years we've have been using BuilderTrend, we have been impressed with the enhancements that have enable us to consolidate more of our software to BuilderTrend.
Migrating old client data did not work well and we were not provided great support with this task. The front line support people were not up to the task and continually blocked us from dealing directly with their development people to come up with creative solutions to this problem. As a result, our old client information does not have accurate date records from when they became clients. Also, as new capabilities and features are added, the custom fields that we created are no longer needed but are difficult to remove as the past information is dependent on these now redundant data elements.
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.
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.
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!
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.
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!
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
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.
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.
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
Christopher, thank you for taking the time to give us your honest feedback and review! I have passed your suggestions along to our Product team.
Incredible team product. It takes a lot to learn and get everybody on-board but it ties all parts together in an organized system that can be shared by all on the team.
The Daily reports and budget are the most important part to running the business. I know more of what is going on in each job now than when I would try to visit them daily.
Great program I do not know how we managed without it
Daily Reports, Budgets, Owners Portal , Lead tracking and use. file management great. All information is in one place & organized.
The To-do Ap is great and has a task check off sheet which is great except for one fatal flaw.
Messaging comes from Buildertrend and not from our own email or our name in front. Confusing clients, reducing branding opportunities for us, creating junk-mail issues with our clients. - We just do not use it.
The Billing side is weird but improving. The payments to subcontractors has improved and can be done on a percentage basis but the billing to clients does not. We use an AIA billing form and use that with the Buildertrend system but the Change orders appear and add to the bill making it awkward and we have to tell clients not to ignore the amount owed on the bottom of the billing.
The selections ap is a good idea and is believed in by some in our organization. It is awkward and confusing and I personally think it would work better if it was treated somewhat like a change order. I think if the change orders show up on Billing page so should selections.
The To-do Ap is great except that it allows the task to be assigned to multiple people. In a way that is good but if more than one person is responsible than no one is. I think it should have a primary responsible person (this can bye done by assigning tasks but that is cumbersome and has other issues.
-The To-do Ap is great and has a task check off sheet which is great except for one fatal flaw. The task check off sheet inside the to-do task is great except that the task can be marked complete by anyone though not all the sub tasks have been marked complete
Mark - thank you for your review and feedback! I've passed your suggestions on to our Product team to review. We appreciate you taking the time to do this!
Buildertrend has proven to be exactly what we were looking for to track daily functions such as Daily logs, change orders, purchase orders etc. The real time inputting of mobile devices and the function of the mobile app are very thorough and invaluable. The new internal user permissions are a bit more difficult to individualize. Edits affect all users within each label so the only way is to create a new title to edit a single user.
A great construction management tool. Offers flexibility in formatting of different components within the program. Leads are easily tracked with notifications, summary page is very thorough and useful, job info, templates, scheduling, daily logs, To-Do's, Change Orders, time clock c/w geo-fencing, docs & photos, surveys, estimates, bills & PO's, Budget and owner invoices all flow well and again are customizable to fit individual company needs. Owner view is a great option and allows for owner participation and information flow.
No tax module is addressed within the system. This adds a lot of steps and confusion to make sure taxes are added independently in QuickBooks Online (QB). It also confuses the customer on their Buildertrend site. We send all invoices out of QB for contract invoices and change order invoices. A big negative. A great management tool but weak on the interface with QB.
Dan - thank you for your review and feedback! I've passed your feedback along to our Product team.
When I started at this company, they did not have any kind of project management in place. People would refer to documents within OneDrive to obtain details, and that was not always updated nor where details provided at the time needed. Everyone would always scramble at the last minute to find out order details and whatnot. There also was not any security with certain documentation. Now Buildertrend provides the ability to screen certain people from certain information.
The ability to upload photos has helped to prevent issues from becoming bigger ones, as it's not always possible to get out to every jobsite, but getting a visual on progress is extremely helpful.
Overall, everyone seems to be quite happy with the program.
The level of customer support Buildertrend provides is outstanding. Their Live Chat option or contacting your coach for assistance is easy and typically has great results. They are always looking to ensure you are satisfied, and will go beyond to inquire or find out information if they are unable to assist with the issue.
I like that Buildertrend brings together all aspects of residential construction - homeowners, sub-trades, vendors, internal users, and allows everyone to see the information they need to see, as well as provides them the ability to upload photos, documentation and even provide comments to certain areas within the program. This gives everyone an overall sense of what is happening within the project.
Having everyone tied into the program eliminates a lot of extra searching for information, as well as lessen the overall messages one needs to send out to verify parts of the projects - selections, drawings and pricing can be Approved or Declined. This also helps to eliminate outdated/non-approved details from occurring.
The program has a lot to take in, which I suppose is expected, but for me, knowing how things affect something else is really important, as we are a Canadian company trying to work with an American program and American terminology. I have had to experiment a bit with how best to enter information, and sometimes redo it altogether.
I do not like how often I have to press on users to be entering information and using the platform for communications, but that does not have anything to do with the program itself.
Cindy - thank you for your review and honest feedback! We appreciate you taking the time to do this and we've passed your feedback along to our Product team.
Overall I am happy with our investment into Buildertrend, but we have also put a lot of work to get it working for what we need. It can be very time consuming to solve how you operate in Buildertrend unless you use it at a very basic level. They really need to walk you through how to set up and use Buildertrend as a new user and how to more fully customize it for your company needs.
I have not been very pleased with how slow and unresponsive they have been in implementing changes. They need to take customer feedback more seriously and utilize their customers who are heavy users to help show them how to improve the software.
I really like that there is unlimited storage and that since it is cloud-based, everyone sees the same data as soon as it is entered. There are also ways to customize the software in several areas, especially To-Do's. Permissions are very granular which can be good, although it can be complex as well.
Understanding how all areas of the software interact is complex, you can't customize fields in Events/Schedule, most of all I dislike the search and filter settings. They are very poor and make it hard to deal with large data sets. Their filters are missing exact matches between items in the same category. There are a handful of other little complaints, but they really need to add custom fields to Events and then update their filter settings to allow exact matches only and also use standard search engine criteria in the text fields.
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.
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.
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.
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.
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.
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.
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.
My overall experience with Buildertrend has been positive. I run a small homebuilding company, and this tool has allowed me to organize my workflow and communicate with my customers and my sub-contractors efficiently. The iPhone App works great, and Buildertrend allows unlimited storage so I can upload all my pictures into one place for my records. Great Platform! I can't say enough about my Coach and Buildertrend University. Exceptional experience as well!
I like that it is easy to use. I also LOVE the iPhone app. Once everything has been loaded, I can send large files, communicate effectively, and raise the efficiency of my team and sub-contractors. I also Love the ability to template a project for easy set up of a new project!
When building significant line item estimates, the browser page has to refresh each time as you switch from the budget tab to the estimate tab. Even with a fast connection, it takes a bit of time to update. Not a big complaint since you can upload a spreadsheet from excel for the initial set up.
We've used Buildertrend for over 5 years in custom home, commercial, institutional, and development projects. We've grown with them and they with us. It's nice to be able to provide feedback that gets considered and often implemented.
Great interface for clients. Good support from Buildertrend. Well integrated cloud-based system. Continual improvement based on feedback from users.
Scheduling has a lot of built-in functionality which slows the system. Company has grown and the customer care is beginning to slip but they have worked out most of the little hang-ups. They are based in the US and we operate out of Canada, the tax laws are different which we've had to create workarounds for in purchasing.
Simon - thank you for your review and honest feedback! We truly appreciate your team's continued use of our software. Don't hesitate to reach out if you need anything from our Customer Success team!
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.
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!
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
We appreciate your review and feedback, Kris! I have passed your suggestions about the lunch break and electronic signatures for timesheet info on to our Product team.
We are very impressed with Buildertrend. They are always coming up with new ideas. They are very progressive and very responsive to any programming changes. We have tried similar products in the past but nothing compares to Buildertrend. We would highly recommend this software. It is an important tool in the daily operation of our company.
I like that it is one platform for our staff, our clients and our subtrades. I like the ease of the change order approval and decline, and the change orders are interactive with the appropriate vendors and subtrades. The schedules are so helpful to keep everyone apprised of the sequence of events. We use the daily logs to record our field visits and items that need to be actioned from those meetings. The To-Do tab keeps everyone on task and on time. We also enjoy the lead opportunity to make sure we are following up with all our potential clients.
The inability to hide non pertinent information from the client view. We like to keep things as simple as possible for clients, so they are not confused. We would like the ability to hide columns that the client is not required to action. e.g. selection, change orders.
Kathy, thank you so much for your kind words and your 5-star review! We truly appreciate it. I've also passed your feedback along to our Product team! Thanks again.
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.
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.
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.
Kim, thank you so much for your great feedback! It was wonderful to meet you at Buildertrend University and we’re so happy you got so much out of our event. We’d love to have you back here in Omaha anytime!
Overall, I have found the system very helpful!
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.
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.
We were looking for a construction management tool that could include communication and job visibility throughout all departements and in the field - supervisors, procurement, management, financial, client & volunteer services, and that would allow updating and access in the field. BuilderTrend had it all.
We are a medium size, not-for-profit, affodable home building & repair, educating, and financing firm. Multiple Excel spreadsheets couldn't be kept up to date, and traditional MS Project Management software was too cumbersome with less features. A really nice aspect of BuilderTrend is that the whole history of the build process is kept in one place rather than in multiple files on in-house servers and personal computers. We are blessed with many volunteers from out of state and by creating a "Volunteer" job, the schedulers and supervisors can see how many and who is coming in advance so we can stage the work and communicate to them exactly what they will be working on weeks in advance.
Our client services department can see the build schedule for a client and keep the client informed of progress. We may not be using the program like a traditional commercial builder with clients would, but we have found all the features including selections and warranty to serve our needs very well. We have on average 25 repair jobs in process and 20 jobs in the planning stage at one time. We have completed over 180 repair jobs in the 11months using the system, and I could not imagine trying to manage this much work without it.
Out of the box, BuilderTrend is fairly intuitive to use, but there are nuances that should be learned to increase the user benefit. Training is always available and we discover more ways to use its functionality to streamline processes and communications. Our scheduling and planning meetings have gone from 1.5 hours weekly to 20 minutes. We schedule meetings with subs with the task function and quickly get a confirmation. This saves multiple phone calls of us and the subs. I can quickly answer questions for management and business partners simply by looking at daily logs, internal notes, schedules and pictures. The job list allows us to forecast and track our goals and find solutions when jobs are held up for any reason.
I have freed myself from continuous updating of Excel spreadsheets to being able to pull a job list and calendar list whenever I need to know status. Using the baseline features ensures I don't have to save a bunch of old reports for comparison to track project variances. BuilderTrend is very open to our suggestions on reporting and manipulating report and export functions, and I would like to see more capability in exporting reports. I like their focus on continuous improvement, adding functionality and meeting the customers' requirements.
Online topical is available but limited to the basics and I have always found the staff to be just a phone call away for answering specific questions. Overall a win for us.
Buildertrend is an integral part of our company, it helps in our company operations from the lead stage to sales and from there onwards to installation & collection stages with a track record of every single day.
- We can upload all project-related documents, photos & videos under the customer folder.
- We can update daily logs, which helps the team members to be on one page.
- To-Dos helps us a lot in completing our task by time.
- The schedule section helps a lot to keep a track record of projects.
- We can send messages to our customers, and other team members can also view it using the global tab.
- Under the financial tab, it gives us various categories which help a lot to our finance team.
- It takes time while loading.
- Daily logs can be edited by any team member without edit history.
Wasay, thank you so much for taking the time to give us your review! Makes us so happy to hear that our platform is an integral part of YellowLite.