Efficient Job Planning and Management

Get your account set up for success by adding your team members and subs. You’ll learn how to customize each user’s permissions and notifications, so they can stay in the loop on what’s relevant for their role. We’ll also cover best practices for creating jobs from scratch, templates and leads.

Stop building your Schedule from scratch for every job. We’ll teach you how to use templates so you can get project schedules up and running faster than ever. You’ll see examples that apply to your business and learn how to manage your schedule using the Gantt chart.

Your schedule doesn’t need to be messy. By using To-Do’s, you’ll keep your schedule organized while making sure tasks and checklists get completed on time. We’ll show you how to template your to-do’s so you’re not creating them from scratch for every job – and you can even link them to Schedule items, so deadlines move together.

Make sure your whole team is up to date with proper documentation. We’ll cover best practices for creating Daily Logs in the field and marking up photos from the mobile app. You’ll also learn how to template and create simple folder structures for your photos, so you can start a new job quickly.

Time management is a breeze when you set up the Time Clock for your employees. Team members can clock in directly from their phone for accurate time tracking and job costing. Learn how to edit shifts, set up geofencing and apply permissions.

Take a break from learning and apply best practices while they’re fresh in your mind. Work on your own to apply the learnings from each lesson to your business while our experts are available to help answer your questions.

o   Sit down with a Buildertrend Coach to go over any questions you have about what you learned. Take advantage of the hands-on approach by setting up your account on the spot and working out any potential struggles.

This class is all about working in the mobile app. We’ll go over how to keep on top of your Schedule and To-Do’s so your project moves smoothly, even when you’re out in the field. Learn how to make comments and edits from the app, as well as how to properly set up your notifications so you never miss an important update.

We’ll teach you how to manage the ins and outs of Change Orders, so you can keep projects on budget and your clients happy. Learn to keep everyone in the loop with efficient communication and how to create a Purchase Order from a Change Order.

Learn how to best manage your Schedule and make edits when project changes arise. You’ll also gain a better understanding between the baseline versus actual, so you can see where changes occurred and how to prepare for them in the future.

Learn best practices for keeping track of business expenses. Use the Bills feature to quickly upload expenses and scan receipts – and learn who should be responsible for entering this information in your company.

Gain a full understanding of how Purchase Orders work in Buildertrend. We’ll show you how your subs can sign off on the scope of work and payment schedule ­without being an active Buildertrend user. You’ll also learn how to complete Purchase Orders in bulk from the desktop platform.

We’ll go over all the reports you can expect from the project management features. You’ll also learn best practices for filtering so you can see the data that matters most at a quick glance.

We want your feedback! Sit in with our product developers to tell them what you think of the Buildertrend platform – and what needs to be improved.