Buildertrend University conference schedule

Agenda

See class offerings below.

What you'll learn

Owning Your Sales Process

The time to standardize your sales process is now, and this class will help you get there. Learn how to take a prospective customer from initial contact through a successful sale. Our coaches will focus on how to manage communication, track data, send out a contract and build templates that can take your sales to a new level.

Managing Estimates and Contracts

Come learn the skills you need: basic estimate creation, managing bids and allowances, estimate customization and how to turn estimates into client-facing contracts.

Manage Your Jobs on the Go

This class will focus on all of our project management features that can help your team run jobs more effectively while on the go with our mobile app. We’ll focus on tips and tricks as well as basic functions that can save your team time. If you’re not using the mobile app every day, then this class will open your eyes to its benefits.

Building Client and Sub Relationships

Getting your subs and owners involved is one of the best ways to maximize Buildertrend’s impact. This class will focus on the features that can help you efficiently communicate with people outside your company as well as hold them accountable so your jobs keep moving.

Maximize Your Buildertrend Success

We’ll guide you through some detailed ways you can use Buildertrend in an outside-the-box class showcasing unique strategies for our features. Discover how to utilize Buildertrend beyond its basic capabilities.

Starting Your Jobs off Right

Come join us as we take a deep dive into starting your jobs effectively while managing your Schedule and To-Do’s, and Templates. Having an accurate timeline of your jobs is one of the best ways to ensure you finish on time and on budget. We’ll provide the best practices as well as information about how our best users set up and maintain their timelines. Even if you’re already using these features, you’re sure to learn more about how to maximize these crucial features.

Effective Job Costing

A project’s budget and accurate job costing are crucial to your bottom line. We’ll focus on basic job costing functionality, as well as dive into the finer details such as purchase orders, variances and how to track and report on all your financial information. This class will help organize the way your expenses are tracked and help you understand why a purchase order process is vital to your company’s financial success.

Quickbooks

Learn about all the advantages of the QuickBooks integration with Buildertrend. We’ll focus on the setup and execution of tracking your receivables and payables as well as shed light on the different options we have to track your money.

Managing Your Selection Process

The selections tab is the most customizable feature in Buildertrend. You can format your selection process with your Buildertrend coach. Learn how to template your offered selections, or upload customized selections for approval. With Buildertrends Client Portal, allow your client to favorite selections and see their projected budget before approval.

Making Your Job Work for You

Run your projects more effectively with tools we know improve communication and productivity. This class will ensure you’re using all the features that help you take the next step for improving your job flow.